Talon Private Wealth LLC Acquires Shares of 10,660 TransUnion $TRU

Talon Private Wealth LLC bought a new position in shares of TransUnion (NYSE:TRU) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 10,660 shares of the business services provider’s stock, valued at approximately $738,000.

A number of other large investors also recently made changes to their positions in TRU. Eagle Bay Advisors LLC bought a new position in shares of TransUnion in the 4th quarter worth $25,000. Geneos Wealth Management Inc. grew its stake in shares of TransUnion by 1,318.2% during the first 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. Cornerstone Planning Group LLC increased its holdings in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new stake in TransUnion in the third quarter valued at about $36,000. Finally, Osterweis Capital Management Inc. acquired a new position in TransUnion in the second quarter valued at about $45,000.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter revenue of $1.31 billion, up 14.9% year over year and above the $1.28 billion consensus estimate. Adjusted EPS of $1.23 also exceeded expectations of approximately $1.14-$1.16 and rose from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75-$4.83, above the $4.67 consensus, while forecasting full-year revenue of $5.1-$5.2 billion. Growth in financial services, international markets and acquisition-related expansion—particularly in Latin America—supported investor enthusiasm.
• Positive Sentiment: Analysts increased their targets after the results: Wells Fargo raised its target to $102 from $90 and retained an Overweight rating; Baird lifted its target to $115 from $108 with an Outperform rating; Needham raised its target to $100 from $95 with a Buy rating; and Barclays increased its target to $85 from $80 while maintaining Equal Weight. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: Third-quarter EPS guidance of $1.18-$1.21 is broadly in line with consensus, suggesting investors may now look for continued execution to justify the rally and the stock’s elevated valuation.
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares worth nearly $2.0 million under a pre-arranged Rule 10b5-1 plan. Quiver data also shows 14 insider sales and no purchases over the past six months, a potential sentiment concern, although planned sales do not necessarily signal deteriorating business conditions. SEC Insider Sale Filing
• Negative Sentiment: The company flagged a surge in auto-loan fraud losses, which could pressure lending-related customers and remains a risk to credit-market growth.

TransUnion Stock Up 0.0%

Shares of TRU stock opened at $83.84 on Thursday. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39. The company has a quick ratio of 1.93, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm has a fifty day moving average of $72.70 and a 200-day moving average of $73.63. The company has a market capitalization of $16.16 billion, a price-to-earnings ratio of 22.12, a P/E/G ratio of 1.50 and a beta of 1.55.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm’s revenue was up 14.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, equities research analysts predict that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Wednesday, May 27th. TransUnion’s payout ratio is 13.19%.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TRU. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Wells Fargo & Company increased their price target on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research report on Wednesday. The Goldman Sachs Group reissued a “neutral” rating and set a $82.00 price objective on shares of TransUnion in a research note on Tuesday. Finally, BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $94.38.

Insider Buying and Selling

In other news, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the transaction, the insider directly owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This represents a 1.52% 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, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the transaction, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. The trade was a 10.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 53,650 shares of company stock valued at $4,174,177. Corporate 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.