Pictet Asset Management Holding SA Cuts Stock Position in TransUnion $TRU

Pictet Asset Management Holding SA trimmed its holdings in TransUnion (NYSE:TRU) by 28.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 1,444,947 shares of the business services provider’s stock after selling 578,368 shares during the period. Pictet Asset Management Holding SA’s holdings in TransUnion were worth $99,892,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Eagle Bay Advisors LLC bought a new stake in TransUnion during the 4th quarter valued at approximately $25,000. Board of the Pension Protection Fund purchased a new position in TransUnion in the 4th quarter worth approximately $26,000. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% in the 1st 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 grew its holdings in TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after buying an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings in TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares in the last quarter.

Analyst Upgrades and Downgrades

Several research firms have recently commented on TRU. New Street Research set a $100.00 target price on shares of TransUnion in a report on Wednesday, March 11th. Morgan Stanley cut their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Needham & Company LLC reiterated a “buy” rating and issued a $95.00 price target on shares of TransUnion in a research note on Wednesday, April 29th. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, Bank of America cut their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and a consensus target price of $91.47.

TransUnion Stock Up 0.1%

NYSE TRU opened at $70.42 on Monday. The stock has a 50 day moving average price of $69.93 and a 200-day moving average price of $74.95. TransUnion has a one year low of $63.37 and a one year high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The company has a market capitalization of $13.58 billion, a P/E ratio of 19.51, a P/E/G ratio of 1.24 and a beta of 1.56.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. TransUnion’s quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter 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. As a group, equities analysts predict that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were issued a $0.125 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s payout ratio is 13.85%.

Insider Activity

In related news, EVP Heather J. Russell sold 6,683 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This trade represents a 12.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the transaction, the insider 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. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 25,666 shares of company stock worth $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.