Fjarde AP Fonden Fourth Swedish National Pension Fund Cuts Position in TransUnion $TRU

Fjarde AP Fonden Fourth Swedish National Pension Fund trimmed its position in TransUnion (NYSE:TRU) by 18.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,867 shares of the business services provider’s stock after selling 8,800 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in TransUnion were worth $3,247,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of TRU. State Street Corp raised its holdings in shares of TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after purchasing an additional 2,600,425 shares during the period. Invesco Ltd. raised its holdings in shares of TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after purchasing an additional 2,059,177 shares during the period. Egerton Capital UK LLP purchased a new position in shares of TransUnion in the 3rd quarter worth about $122,742,000. Danica Pension Livsforsikringsaktieselskab purchased a new position in shares of TransUnion in the 3rd quarter worth about $109,156,000. Finally, Vulcan Value Partners LLC purchased a new position in shares of TransUnion in the 4th quarter worth about $91,043,000.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the firm’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 $353,650.00. Following the completion of the sale, the insider owned 99,906 shares in the company, valued at $7,066,351.38. This trade represents a 4.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the sale, the insider owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. This trade represents a 1.50% 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. In the last ninety days, insiders have sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is currently owned by company insiders.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $68.84 on Tuesday. The company has a market cap of $13.27 billion, a P/E ratio of 19.07, 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. TransUnion has a one year low of $64.51 and a one year high of $99.39. The business’s 50-day simple moving average is $70.72 and its 200 day simple moving average is $76.59.

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

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is presently 13.85%.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of research reports. Mizuho initiated coverage on TransUnion in a report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 price objective on the stock. Stifel Nicolaus cut their price objective on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. The Goldman Sachs Group cut their price objective on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $108.00 target price on TransUnion in a report on Wednesday, April 29th. Finally, Bank of America dropped their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus price target of $91.27.

About TransUnion

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.