TransUnion $TRU Shares Sold by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC lessened its holdings in shares of TransUnion (NYSE:TRU) by 2.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 368,216 shares of the business services provider’s stock after selling 8,422 shares during the period. CIBC Private Wealth Group LLC owned approximately 0.19% of TransUnion worth $30,849,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Covestor Ltd boosted its holdings in TransUnion by 20.9% in the third quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock valued at $62,000 after purchasing an additional 127 shares during the last quarter. DAVENPORT & Co LLC raised its stake in shares of TransUnion by 0.4% during the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock valued at $2,779,000 after buying an additional 137 shares during the last quarter. Rovin Capital UT ADV lifted its holdings in shares of TransUnion by 2.3% in the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock valued at $537,000 after buying an additional 147 shares during the period. Cornerstone Investment Partners LLC lifted its holdings in shares of TransUnion by 1.7% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock valued at $860,000 after buying an additional 167 shares during the period. Finally, One Wealth Advisors LLC boosted its stake in shares of TransUnion by 7.3% in the third quarter. One Wealth Advisors LLC now owns 2,622 shares of the business services provider’s stock worth $220,000 after buying an additional 179 shares during the last quarter.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Stifel Nicolaus reduced their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Wall Street Zen upgraded TransUnion from a “hold” rating to a “buy” rating in a research report on Saturday, March 14th. Needham & Company LLC dropped their price objective on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Barclays cut their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. Finally, Bank of America initiated coverage on shares of TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price for the company. One equities research 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 currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Friday, January 2nd. The shares were 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 of the company’s stock, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 7,746 shares of company stock worth $616,944 over the last 90 days. 0.22% of the stock is owned by insiders.

TransUnion Price Performance

Shares of TransUnion stock opened at $71.68 on Friday. The firm has a market cap of $13.81 billion, a PE ratio of 30.90, a P/E/G ratio of 1.34 and a beta of 1.70. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The business has a 50-day moving average price of $77.20 and a 200 day moving average price of $81.62.

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

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a dividend of $0.125 per share. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s payout ratio is 21.55%.

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.