Hsbc Holdings PLC Increases Holdings in TransUnion $TRU

Hsbc Holdings PLC boosted its stake in TransUnion (NYSE:TRU) by 7.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 113,679 shares of the business services provider’s stock after purchasing an additional 7,720 shares during the period. Hsbc Holdings PLC owned approximately 0.06% of TransUnion worth $8,196,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in TRU. Geneos Wealth Management Inc. boosted its position 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 worth $26,000 after buying an additional 290 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in TransUnion during the 3rd quarter worth approximately $36,000. Osterweis Capital Management Inc. acquired a new position in TransUnion during the 2nd quarter worth approximately $45,000. EverSource Wealth Advisors LLC boosted its holdings in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after acquiring an additional 197 shares during the period. Finally, Essential Partners LLC boosted its holdings in 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 acquiring an additional 237 shares during the period.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on TRU shares. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Wall Street Zen raised shares of TransUnion from a “hold” rating to a “buy” rating in a report on Sunday. Griffin Securities set a $98.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. Wells Fargo & Company boosted their price objective on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Finally, Needham & Company LLC upped their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Performance

Shares of TRU opened at $77.08 on Thursday. The firm has a market cap of $14.77 billion, a price-to-earnings ratio of 20.34, a PEG ratio of 1.28 and a beta of 1.54. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The business’s 50 day moving average is $80.11 and its two-hundred day moving average is $74.19. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50.

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

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were given a $0.125 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is presently 13.19%.

Insiders Place Their Bets

In related news, CAO Jennifer A. Williams sold 1,070 shares of the business’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the completion of the sale, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at $365,934.39. The trade was a 19.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the sale, the executive vice president owned 57,182 shares in the company, valued at $4,860,470. The trade was a 29.12% 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 quarter, insiders have sold 49,160 shares of company stock worth $3,969,871. Company insiders own 0.37% of the company’s stock.

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.