Dimensional Fund Advisors LP Has $179.25 Million Stake in TransUnion $TRU

Dimensional Fund Advisors LP increased its stake in TransUnion (NYSE:TRU) by 11.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,139,288 shares of the business services provider’s stock after acquiring an additional 221,547 shares during the quarter. Dimensional Fund Advisors LP owned 1.10% of TransUnion worth $179,250,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Allianz Asset Management GmbH raised its stake in TransUnion by 202.1% during the 3rd quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after buying an additional 109,662 shares during the period. Principal Financial Group Inc. grew its stake in TransUnion by 5,046.6% in the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock valued at $36,267,000 after acquiring an additional 424,470 shares during the period. Oregon Public Employees Retirement Fund acquired a new stake in TransUnion in the third quarter valued at approximately $3,284,000. Diamond Hill Capital Management Inc. increased its holdings in shares of TransUnion by 7.8% during the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after acquiring an additional 24,641 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC raised its position in shares of TransUnion by 3.2% during the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock worth $37,375,000 after purchasing an additional 13,952 shares during the period.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on TRU shares. Wells Fargo & Company cut their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Needham & Company LLC lowered their price objective on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a report on Friday, February 13th. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Bank of America initiated coverage on shares of TransUnion in a report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective for the company. Finally, The Goldman Sachs Group decreased their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $94.92.

TransUnion Trading Down 1.3%

Shares of TRU stock opened at $77.37 on Monday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75. The company has a market capitalization of $14.90 billion, a price-to-earnings ratio of 33.35, a PEG ratio of 1.42 and a beta of 1.70. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The company has a 50-day simple moving average of $79.51 and a two-hundred day simple moving average of $82.57.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.04. The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.TransUnion’s quarterly revenue was up 13.0% on a year-over-year basis. 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. Research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be given a dividend of $0.125 per share. The ex-dividend date is Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 21.55%.

Insider Activity at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of the stock in a transaction 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 completion of the transaction, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the sale, the insider directly owned 61,592 shares of the company’s stock, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,497 shares of company stock worth $714,163 in the last ninety days. Corporate insiders own 0.25% of the company’s stock.

TransUnion 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.