Reinhart Partners LLC. Trims Stock Position in TransUnion $TRU

Reinhart Partners LLC. lessened its stake in TransUnion (NYSE:TRU) by 6.7% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 91,532 shares of the business services provider’s stock after selling 6,529 shares during the period. Reinhart Partners LLC.’s holdings in TransUnion were worth $6,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Dodge & Cox acquired a new stake in shares of TransUnion during the fourth quarter worth about $843,952,000. Independent Franchise Partners LLP grew its stake in TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after buying an additional 4,561,619 shares during the last quarter. State Street Corp grew its stake in TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after buying an additional 2,600,425 shares during the last quarter. Invesco Ltd. increased its position in TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after buying an additional 2,059,177 shares during the period. Finally, Vulcan Value Partners LLC purchased a new stake in TransUnion in the fourth quarter valued at approximately $91,043,000.

TransUnion Stock Performance

Shares of TRU opened at $79.96 on Friday. The stock has a market capitalization of $15.32 billion, a P/E ratio of 21.10, a P/E/G ratio of 1.30 and a beta of 1.53. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50. The company’s fifty day moving average is $73.99 and its two-hundred day moving average is $73.43.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share 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 the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, sell-side analysts predict that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

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

Insiders Place Their Bets

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the stock in a transaction on Friday, May 29th. The stock was 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 in the company, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 950 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total value of $75,962.00. Following the completion of the sale, the insider directly owned 63,849 shares of the company’s stock, valued at approximately $5,105,366.04. This trade represents a 1.47% 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. Over the last ninety days, insiders sold 50,100 shares of company stock worth $3,934,484. Corporate insiders own 0.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on TRU. BMO Capital Markets increased their price objective on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research note on Tuesday, July 28th. Robert W. Baird raised their price objective on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. UBS Group upped their target price on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a report on Thursday, July 2nd. Finally, Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $94.38.

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.