Choreo LLC Makes New Investment in TransUnion $TRU

Choreo LLC acquired a new position in shares of TransUnion (NYSE:TRU) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 6,689 shares of the business services provider’s stock, valued at approximately $582,000.

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

Wall Street Analyst Weigh In

Several brokerages have issued reports on TRU. The Goldman Sachs Group cut their price objective 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. Barclays cut their price objective on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research report on Friday, February 13th. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $92.53.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $78.44 on Friday. The company’s 50 day moving average price is $72.70 and its two-hundred day moving average price is $78.86. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The firm has a market cap of $15.13 billion, a PE ratio of 33.81, a PEG ratio of 1.35 and a beta of 1.71. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last announced its 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. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business’s revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.97 EPS. 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 research analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The business 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 represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio is currently 21.55%.

Insider Buying and Selling

In other news, EVP Heather J. Russell sold 4,067 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the transaction, the executive vice president directly owned 41,063 shares in the company, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 1,679 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the transaction, the chief accounting officer owned 7,219 shares of the company’s stock, valued at $577,520. The trade was a 18.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 11,746 shares of company stock valued at $872,979. 0.37% of the stock is owned by insiders.

TransUnion Company 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.