Vulcan Value Partners LLC Purchases New Position in TransUnion $TRU

Vulcan Value Partners LLC acquired a new position in shares of TransUnion (NYSE:TRU) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 1,062,584 shares of the business services provider’s stock, valued at approximately $91,043,000. TransUnion accounts for approximately 1.6% of Vulcan Value Partners LLC’s holdings, making the stock its 19th largest position.

Several other institutional investors and hedge funds also recently modified their holdings of TRU. Dodge & Cox acquired a new stake in TransUnion during the 4th quarter valued at $843,952,000. Independent Franchise Partners LLP lifted its holdings in 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 worth $783,489,000 after buying an additional 4,561,619 shares in the last quarter. State Street Corp boosted its position 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 buying an additional 2,600,425 shares during the last quarter. Invesco Ltd. grew its stake in shares of TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after acquiring an additional 2,059,177 shares in the last quarter. Finally, Egerton Capital UK LLP acquired a new stake in shares of TransUnion during the third quarter valued at about $122,742,000.

TransUnion Stock Performance

Shares of TransUnion stock opened at $64.83 on Friday. The firm has a market cap of $12.50 billion, a PE ratio of 17.96, a price-to-earnings-growth ratio of 1.14 and a beta of 1.56. The firm’s 50-day simple moving average is $70.36 and its 200-day simple moving average is $75.57. 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 1 year low of $63.58 and a 1 year high of $99.39.

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

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a $0.125 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. TransUnion’s dividend payout ratio (DPR) is presently 13.85%.

Insider Transactions at TransUnion

In related news, insider Steven M. Chaouki sold 5,000 shares of the firm’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider directly owned 89,711 shares in the company, valued at $6,279,770. This trade represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the completion of the transaction, the insider directly owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. This represents a 1.50% 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 sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on TRU. Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 target price on shares of TransUnion in a research report on Wednesday, April 29th. UBS Group lowered their price objective on TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a research note on Tuesday. Mizuho started coverage on TransUnion in a report on Thursday, April 16th. They set a “neutral” rating and a $80.00 price objective on the stock. JPMorgan Chase & Co. cut their target price on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Finally, Weiss Ratings cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus price target of $91.47.

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.