TransUnion $TRU Shares Sold by Bamco Inc. NY

Bamco Inc. NY trimmed its stake in shares of TransUnion (NYSE:TRU) by 1.1% during the fourth quarter, Holdings Channel reports. The firm owned 813,353 shares of the business services provider’s stock after selling 9,130 shares during the period. Bamco Inc. NY’s holdings in TransUnion were worth $69,745,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion during the 4th quarter worth approximately $25,000. Board of the Pension Protection Fund acquired a new stake in shares of TransUnion during the 4th quarter worth approximately $26,000. Geneos Wealth Management Inc. raised its position in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. True Wealth Design LLC raised its position in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC raised its position in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after purchasing an additional 220 shares during the period.

TransUnion Stock Performance

TRU stock opened at $64.27 on Thursday. The company has a market capitalization of $12.39 billion, a P/E ratio of 17.80, a PEG ratio of 1.22 and a beta of 1.56. The company has a 50-day simple moving average of $70.57 and a 200 day simple moving average of $75.79. TransUnion has a fifty-two week low of $63.96 and a fifty-two week high of $99.39. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating 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 company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same period last year, the firm earned $1.05 EPS. The firm’s revenue for the quarter was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Sell-side analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.125 per share. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. TransUnion’s dividend payout ratio (DPR) is 13.85%.

Insider Activity

In related news, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction on Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the transaction, the insider directly owned 65,634 shares in the company, valued at $4,642,292.82. The trade was a 1.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president owned 45,248 shares in the company, valued at approximately $3,251,973.76. The trade was a 12.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TRU. UBS Group dropped their price target on TransUnion from $75.00 to $72.00 and set a “neutral” rating on the stock in a research report on Tuesday. Mizuho began coverage on TransUnion in a research report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 target price on the stock. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Needham & Company LLC restated a “buy” rating and issued a $95.00 target price on shares of TransUnion in a research report on Wednesday, April 29th. Finally, Robert W. Baird set a $108.00 target price on TransUnion in a research report on Wednesday, April 29th. 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 company. According to MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.47.

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.