Ameritas Investment Partners Inc. Buys Shares of 36,516 TransUnion $TRU

Ameritas Investment Partners Inc. purchased a new position in shares of TransUnion (NYSE:TRU) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 36,516 shares of the business services provider’s stock, valued at approximately $3,059,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Geneos Wealth Management Inc. grew its position 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. Elevation Point Wealth Partners LLC acquired a new stake in shares of TransUnion in the 2nd quarter valued at approximately $34,000. MAI Capital Management grew its holdings in shares of TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 310 shares during the last quarter. Osterweis Capital Management Inc. acquired a new position in TransUnion during the 2nd quarter worth approximately $45,000. Finally, EverSource Wealth Advisors LLC lifted its stake in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the last quarter.

Wall Street Analysts Forecast Growth

TRU has been the topic of a number of research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Bank of America assumed coverage on TransUnion in a research report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective on the stock. Stifel Nicolaus lowered their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Wells Fargo & Company cut their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Friday, February 13th. Finally, Barclays reduced their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the transaction, the insider directly owned 61,592 shares in the company, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the sale, the insider directly owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 7,818 shares of company stock worth $663,883 in the last 90 days. Corporate insiders own 0.25% of the company’s stock.

TransUnion Stock Up 0.1%

Shares of NYSE TRU opened at $76.18 on Monday. The company’s 50 day moving average price is $81.42 and its 200-day moving average price is $83.45. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The company has a market capitalization of $14.79 billion, a P/E ratio of 32.84, a price-to-earnings-growth ratio of 1.37 and a beta of 1.70.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. TransUnion’s revenue for the quarter was up 13.0% compared to the same quarter last year. During the same period in the prior year, the company posted $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Equities analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be paid a $0.125 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is presently 19.83%.

About TransUnion

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.