Havemeyer Place LP Takes $1.41 Million Position in TransUnion $TRU

Havemeyer Place LP purchased a new stake in TransUnion (NYSE:TRU) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 16,419 shares of the business services provider’s stock, valued at approximately $1,408,000.

Other institutional investors also recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new stake in shares of TransUnion in the fourth quarter valued at about $25,000. Board of the Pension Protection Fund bought a new stake in shares of TransUnion in the fourth quarter valued at about $26,000. Geneos Wealth Management Inc. lifted its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. True Wealth Design LLC lifted its holdings in shares of TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on TRU shares. Morgan Stanley cut their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Bank of America cut their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. New Street Research set a $100.00 price target on TransUnion in a report on Wednesday, March 11th. The Goldman Sachs Group dropped their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Finally, UBS Group dropped their target price on TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $91.27.

TransUnion Stock Performance

TRU opened at $70.77 on Monday. TransUnion has a 52-week low of $64.51 and a 52-week high of $99.39. The firm has a market capitalization of $13.65 billion, a PE ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The business’s 50-day simple moving average is $70.70 and its 200 day simple moving average is $76.67.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same quarter in the prior year, the company posted $1.05 earnings per share. TransUnion’s revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts expect that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s payout ratio is 13.85%.

Insiders Place Their Bets

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the transaction, the insider owned 65,634 shares of the company’s stock, valued at $4,642,292.82. The trade was a 1.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total value of $350,000.00. Following the transaction, the insider directly owned 89,711 shares in the company, valued at approximately $6,279,770. This trade represents a 5.28% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 25,666 shares of company stock valued at $1,843,542 over the last 90 days. 0.37% of the stock is currently owned by insiders.

TransUnion Company Profile

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.