Freestone Grove Partners LP Invests $44.10 Million in TransUnion $TRU

Freestone Grove Partners LP bought a new position in shares of TransUnion (NYSE:TRU) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 611,357 shares of the business services provider’s stock, valued at approximately $44,103,000.

Several other hedge funds and other institutional investors have also bought and sold shares of TRU. Man Group plc bought a new stake in TransUnion during the second quarter valued at $2,361,000. Polar Asset Management Partners Inc. bought a new position in shares of TransUnion in the 2nd quarter worth about $10,583,000. Jupiter Topco LLC bought a new position in shares of TransUnion in the 2nd quarter worth about $280,292,000. Hsbc Holdings PLC acquired a new position in shares of TransUnion in the 2nd quarter valued at about $8,196,000. Finally, Canada Pension Plan Investment Board bought a new stake in shares of TransUnion during the 2nd quarter valued at about $1,904,000.

TransUnion Price Performance

TRU stock opened at $84.48 on Thursday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The company’s 50-day moving average is $77.37 and its 200-day moving average is $73.62. The stock has a market capitalization of $16.19 billion, a PE ratio of 22.29, a price-to-earnings-growth ratio of 1.40 and a beta of 1.53. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50.

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

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.125 per share. The ex-dividend date is Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is currently 13.19%.

Analysts Set New Price Targets

Several equities research analysts recently commented on TRU shares. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Needham & Company LLC boosted their price target on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Barclays increased their price target on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $106.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $94.38.

Insider Activity

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares of the company’s stock, valued at $4,860,470. This represents a 29.12% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the transaction, the chief accounting officer owned 5,843 shares in the company, valued at approximately $467,440. This represents a 14.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 58,773 shares of company stock valued at $4,615,228. Corporate insiders own 0.37% of the company’s stock.

About TransUnion

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.