Platinum Investment Management Ltd. Sells 569,967 Shares of TransUnion $TRU

Platinum Investment Management Ltd. cut its holdings in TransUnion (NYSE:TRU) by 92.7% during the fourth quarter, HoldingsChannel reports. The firm owned 44,595 shares of the business services provider’s stock after selling 569,967 shares during the period. Platinum Investment Management Ltd.’s holdings in TransUnion were worth $3,824,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Eagle Bay Advisors LLC bought a new position in shares of TransUnion in the fourth quarter worth about $25,000. Board of the Pension Protection Fund bought a new position in shares of TransUnion in the fourth quarter worth about $26,000. Geneos Wealth Management Inc. increased its stake 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 purchasing an additional 290 shares during the period. True Wealth Design LLC increased its stake in shares of TransUnion by 200.8% in the fourth 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 increased its stake in shares of TransUnion by 130.2% in the fourth 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.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TRU. Barclays dropped their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Stifel Nicolaus cut their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. The Goldman Sachs Group reduced their price objective on TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Morgan Stanley decreased their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $91.27.

TransUnion Stock Performance

TRU opened at $66.24 on Friday. The stock has a market cap of $12.77 billion, a PE ratio of 18.35, a P/E/G ratio of 1.16 and a beta of 1.56. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 1 year low of $64.51 and a 1 year high of $99.39. The stock’s 50 day simple moving average is $70.71 and its 200-day simple moving average is $76.22.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. The business had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.TransUnion’s quarterly revenue was up 13.7% on a year-over-year basis. During the same period in the previous year, the business posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Sell-side analysts forecast that TransUnion will post 4.21 EPS for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is presently 13.85%.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total transaction of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. The trade was a 12.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction that occurred 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 sale, 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 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. Over the last ninety days, insiders have sold 25,666 shares of company stock valued at $1,843,542. 0.37% of the stock is currently owned by corporate insiders.

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.