Wellspring Financial Advisors LLC Invests $795,000 in TransUnion $TRU

Wellspring Financial Advisors LLC acquired a new stake in shares of TransUnion (NYSE:TRU) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 9,270 shares of the business services provider’s stock, valued at approximately $795,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion in the fourth quarter worth $25,000. Board of the Pension Protection Fund bought a new stake in shares of TransUnion during the fourth quarter worth approximately $26,000. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. True Wealth Design LLC grew its holdings in shares of TransUnion by 200.8% in 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 during the period. Finally, Cornerstone Planning Group LLC increased its position in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after acquiring an additional 220 shares in the last quarter.

Wall Street Analysts Forecast Growth

TRU has been the subject of a number of analyst reports. Bank of America decreased their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. Stifel Nicolaus cut their price objective on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research note on Wednesday, April 29th. Needham & Company LLC reissued a “buy” rating and set a $95.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. Finally, Morgan Stanley dropped their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $91.27.

Insider Activity

In other news, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $353,650.00. Following the completion of the sale, the insider owned 99,906 shares of the company’s stock, valued at approximately $7,066,351.38. This represents a 4.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value 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. This trade represents a 12.87% 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 90 days, insiders sold 25,666 shares of company stock valued at $1,843,542. Corporate insiders own 0.37% of the company’s stock.

TransUnion Price Performance

TRU opened at $68.10 on Thursday. The company has a market capitalization of $13.13 billion, a price-to-earnings ratio of 18.86, a PEG ratio of 1.23 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. The firm has a 50-day moving average price of $70.84 and a 200-day moving average price of $76.42. TransUnion has a twelve month low of $64.51 and a twelve month high of $99.39.

TransUnion (NYSE:TRU) last posted its 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 firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company’s revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the company earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities analysts expect that TransUnion will post 4.21 EPS for the current year.

TransUnion Dividend Announcement

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

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.