Vestcor Inc grew its holdings in shares of TransUnion (NYSE:TRU – Free Report) by 664.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,765 shares of the business services provider’s stock after buying an additional 25,000 shares during the period. Vestcor Inc’s holdings in TransUnion were worth $2,467,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds also recently made changes to their positions in TRU. Royal Bank of Canada raised its holdings in TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in TransUnion by 1,318.2% during the first 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 in the last quarter. Invesco Ltd. raised its holdings in TransUnion by 4.5% during the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock worth $50,917,000 after purchasing an additional 24,736 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after purchasing an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its holdings in TransUnion by 2.2% during the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after purchasing an additional 12,280 shares in the last quarter.
Analysts Set New Price Targets
TRU has been the topic of several recent analyst reports. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Needham & Company LLC reaffirmed a “buy” rating and issued a $95.00 price target on shares of TransUnion in a report on Wednesday, April 29th. Wells Fargo & Company dropped their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Finally, UBS Group dropped their price target on TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a report on Monday, April 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus target price of $91.27.
TransUnion Trading Up 0.2%
NYSE TRU opened at $70.77 on Monday. The firm’s 50 day moving average price is $70.70 and its two-hundred day moving average price is $76.67. 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 twelve month low of $64.51 and a twelve month high of $99.39. The stock has a market cap of $13.65 billion, a price-to-earnings ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56.
TransUnion (NYSE:TRU – Get Free Report) last posted its quarterly 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. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same period in the previous year, the company posted $1.05 EPS. TransUnion’s revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities analysts anticipate that TransUnion will post 4.21 EPS for the current year.
TransUnion Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s payout ratio is presently 13.85%.
Insider Activity at TransUnion
In related news, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction 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 completion of the sale, the insider owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. The trade was a 1.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction 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 transaction, the insider directly owned 99,906 shares of the company’s stock, valued at approximately $7,066,351.38. This represents a 4.77% 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 90 days, insiders sold 25,666 shares of company stock valued at $1,843,542. Insiders own 0.37% of the company’s stock.
TransUnion Company 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.
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