TransUnion $TRU Shares Bought by Ninety One UK Ltd

Ninety One UK Ltd increased its position in shares of TransUnion (NYSE:TRU) by 20.6% during the 3rd quarter, Holdings Channel reports. The firm owned 4,044,338 shares of the business services provider’s stock after purchasing an additional 689,649 shares during the quarter. Ninety One UK Ltd’s holdings in TransUnion were worth $247,190,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in TRU. BlackRock Inc. purchased a new position in TransUnion in the second quarter worth $1,367,560,000. Independent Franchise Partners LLP grew its stake in TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after purchasing an additional 4,561,619 shares during the period. Jupiter Topco LLC purchased a new stake in shares of TransUnion during the 2nd quarter valued at $280,292,000. Meritage Group LP purchased a new stake in shares of TransUnion during the 2nd quarter valued at $263,751,000. Finally, William Blair Investment Management LLC purchased a new stake in shares of TransUnion during the 2nd quarter valued at $191,080,000.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on TRU shares. Griffin Securities set a $98.00 target price on TransUnion in a research note on Wednesday, July 29th. Stifel Nicolaus increased their price target on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Barclays decreased their price objective on shares of TransUnion from $85.00 to $70.00 and set an “equal weight” rating for the company in a report on Friday, October 2nd. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, October 3rd. Finally, BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Nine investment 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, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $91.13.

TransUnion Stock Performance

NYSE TRU traded up $6.08 on Thursday, hitting $73.02. 1,518,854 shares of the stock traded hands, compared to its average volume of 2,499,733. The business’s fifty day moving average is $75.33 and its two-hundred day moving average is $73.35. TransUnion has a 12 month low of $60.96 and a 12 month high of $89.12. The firm has a market capitalization of $13.99 billion, a price-to-earnings ratio of 19.23, a PEG ratio of 1.15 and a beta of 1.58. 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 (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%. The business’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period last year, the business posted $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. As a group, equities analysts anticipate that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a dividend of $0.1250 per share. The ex-dividend date was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is presently 13.19%.

Insider Buying and Selling

In related news, EVP Venkat Achanta sold 23,287 shares of the business’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the sale, the executive vice president directly owned 196,912 shares in the company, valued at approximately $15,162,224. The trade was a 10.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Jennifer Williams sold 1,070 shares of the company’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the sale, the chief accounting officer directly owned 4,327 shares in the company, valued at approximately $365,934.39. This trade represents a 19.83% 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. Insiders have sold a total of 62,975 shares of company stock worth $5,062,870 in the last quarter. 0.37% of the stock is currently owned by company insiders.

TransUnion Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.