Callan Family Office LLC Invests $5.23 Million in TransUnion $TRU

Callan Family Office LLC purchased a new stake in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 72,509 shares of the business services provider’s stock, valued at approximately $5,231,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in TRU. Geneos Wealth Management Inc. grew its holdings in 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 acquiring an additional 290 shares in the last quarter. Cornerstone Planning Group LLC raised its holdings in shares of TransUnion by 130.2% in the 4th 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. Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion in the 3rd quarter worth approximately $36,000. Essential Partners LLC lifted its position in shares of TransUnion by 63.7% in the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock worth $42,000 after purchasing an additional 237 shares during the period. Finally, Osterweis Capital Management Inc. bought a new position in shares of TransUnion during the second quarter valued at approximately $45,000.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Needham & Company LLC lifted their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Wells Fargo & Company upped their target price on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. Barclays lifted their price target on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Finally, UBS Group boosted their price target on TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research report on Thursday, July 2nd. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

TransUnion Stock Down 0.3%

NYSE:TRU opened at $84.82 on Friday. The company’s 50-day simple moving average is $76.29 and its 200-day simple moving average is $73.31. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50. The stock has a market capitalization of $16.25 billion, a P/E ratio of 22.38, a P/E/G ratio of 1.40 and a beta of 1.53.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 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 firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the business posted $1.08 EPS. TransUnion’s revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, equities analysts anticipate that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is presently 13.19%.

Insider Activity

In related news, insider Todd C. Skinner sold 950 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $79.96, for a total transaction of $75,962.00. Following the transaction, the insider directly owned 63,849 shares of the company’s stock, valued at $5,105,366.04. This represents a 1.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the sale, the executive vice president owned 41,883 shares of the company’s stock, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. 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 90 days, insiders have sold 58,773 shares of company stock worth $4,615,228. Company insiders own 0.37% of the company’s stock.

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.