Assetmark Inc. Buys 11,198 Shares of TransUnion $TRU

Assetmark Inc. grew its stake in TransUnion (NYSE:TRU) by 4.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 286,180 shares of the business services provider’s stock after acquiring an additional 11,198 shares during the quarter. Assetmark Inc. owned 0.15% of TransUnion worth $24,540,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of TRU. Royal Bank of Canada raised its stake in shares of TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. increased its position in TransUnion by 1,318.2% during 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. Invesco Ltd. increased its position in TransUnion by 4.5% during the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after acquiring an additional 24,736 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company increased its position in TransUnion by 2.2% during the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after acquiring an additional 12,280 shares during the last quarter.

TransUnion Trading Up 3.1%

Shares of NYSE TRU opened at $74.66 on Thursday. 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 business’s 50 day moving average price is $72.49 and its 200-day moving average price is $78.93. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The company has a market cap of $14.40 billion, a price-to-earnings ratio of 32.18, a PEG ratio of 1.33 and a beta of 1.71.

TransUnion (NYSE:TRU) last issued its quarterly earnings results 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 firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company’s revenue for the quarter was up 13.0% on a year-over-year basis. During the same period in the prior year, the business 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. On average, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on TRU shares. Wells Fargo & Company dropped their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Wall Street Zen raised TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. UBS Group dropped their price objective on TransUnion from $72.00 to $69.00 and set a “neutral” rating for the company in a research note on Monday. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Finally, Robert W. Baird set a $107.00 price target on TransUnion in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $93.43.

Insider Transactions at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total transaction of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares of the company’s stock, valued at approximately $577,520. This trade represents a 18.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $69.20, for a total value of $34,600.00. Following the sale, the insider directly owned 55,763 shares in the company, valued at $3,858,799.60. This trade represents a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 11,746 shares of company stock valued at $872,979. Company insiders own 0.37% of the company’s stock.

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.