Danica Pension Livsforsikringsaktieselskab Invests $38.47 Million in TransUnion $TRU

Danica Pension Livsforsikringsaktieselskab bought a new stake in TransUnion (NYSE:TRU) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 533,243 shares of the business services provider’s stock, valued at approximately $38,468,000. Danica Pension Livsforsikringsaktieselskab owned approximately 0.28% of TransUnion at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in TransUnion in the second quarter valued at $1,367,560,000. Dodge & Cox bought a new stake in shares of TransUnion in the 4th quarter valued at about $843,952,000. Independent Franchise Partners LLP raised its holdings in shares of TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after purchasing an additional 4,561,619 shares during the period. State Street Corp lifted its stake in TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in TransUnion by 355.9% during the third 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.

Analyst Ratings Changes

A number of analysts have recently issued reports on TRU shares. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Stifel Nicolaus increased their price target on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. BMO Capital Markets boosted their price objective on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on TransUnion in a research report on Wednesday, July 29th. Finally, Barclays lifted their price target on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the transaction, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This represents a 29.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 58,773 shares of company stock valued at $4,615,228. 0.37% of the stock is currently owned by corporate insiders.

TransUnion Stock Up 1.1%

Shares of TRU opened at $79.60 on Wednesday. The firm has a 50 day simple moving average of $75.22 and a two-hundred day simple moving average of $73.17. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. TransUnion has a one year low of $63.37 and a one year high of $95.50. The company has a market cap of $15.25 billion, a P/E ratio of 21.00, a P/E/G ratio of 1.32 and a beta of 1.53.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the prior year, the business earned $1.08 earnings per share. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Research analysts forecast that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be given a $0.125 dividend. The ex-dividend date is Thursday, August 20th. This represents a $0.50 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

TransUnion 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.