BW Gestao de Investimentos Ltda. Acquires New Position in TransUnion $TRU

BW Gestao de Investimentos Ltda. acquired a new stake in TransUnion (NYSE:TRU) during the fourth quarter, Holdings Channel.com reports. The fund acquired 77,948 shares of the business services provider’s stock, valued at approximately $6,684,000.

A number of other hedge funds have also added to or reduced their stakes in the company. Allianz Asset Management GmbH grew its stake in shares of TransUnion by 202.1% during the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after buying an additional 109,662 shares during the last quarter. Principal Financial Group Inc. lifted its holdings in shares of TransUnion by 5,046.6% during the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock worth $36,267,000 after purchasing an additional 424,470 shares during the period. Diamond Hill Capital Management Inc. lifted its holdings in shares of TransUnion by 7.8% during the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock worth $28,648,000 after purchasing an additional 24,641 shares during the period. Thrivent Financial for Lutherans lifted its holdings in shares of TransUnion by 65.4% during the third quarter. Thrivent Financial for Lutherans now owns 181,587 shares of the business services provider’s stock worth $15,213,000 after purchasing an additional 71,810 shares during the period. Finally, Coronation Fund Managers Ltd. acquired a new position in shares of TransUnion during the third quarter worth $2,751,000.

Analysts Set New Price Targets

A number of equities analysts have recently commented on TRU shares. The Goldman Sachs Group cut their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Weiss Ratings lowered shares of TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. Morgan Stanley cut their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. JPMorgan Chase & Co. cut their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. Finally, Robert W. Baird set a $108.00 price target on shares of TransUnion in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $91.27.

TransUnion Price Performance

TRU stock opened at $73.80 on Wednesday. The firm has a market cap of $14.23 billion, a price-to-earnings ratio of 20.44, a PEG ratio of 1.30 and a beta of 1.56. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $64.51 and a 12-month high of $99.39. The company’s fifty day simple moving average is $70.58 and its 200 day simple moving average is $76.95.

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

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be issued a $0.125 dividend. The ex-dividend date is Wednesday, May 27th. This represents a $0.50 annualized dividend and a yield of 0.7%. TransUnion’s payout ratio is presently 13.85%.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $359,650.00. Following the transaction, the insider owned 84,711 shares in the company, valued at $6,093,262.23. The trade was a 5.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the completion of the transaction, the executive vice president owned 45,248 shares in the company, valued at approximately $3,251,973.76. The trade was a 12.87% 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. Insiders have sold a total of 23,733 shares of company stock worth $1,733,826 over the last quarter. Company 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.