Assetmark Inc. Boosts Stock Holdings in TransUnion $TRU

Assetmark Inc. increased its stake in TransUnion (NYSE:TRU) by 8.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 274,982 shares of the business services provider’s stock after acquiring an additional 20,599 shares during the period. Assetmark Inc. owned approximately 0.14% of TransUnion worth $23,038,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares 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 acquiring an additional 109,662 shares in the last quarter. Principal Financial Group Inc. grew its holdings in shares of TransUnion by 5,046.6% during the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock worth $36,267,000 after purchasing an additional 424,470 shares during the last quarter. Oregon Public Employees Retirement Fund acquired a new stake in shares of TransUnion during the third quarter worth about $3,284,000. Allspring Global Investments Holdings LLC lifted its holdings in shares of TransUnion by 3.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after purchasing an additional 13,952 shares during the last quarter. Finally, Diamond Hill Capital Management Inc. boosted its position in shares of TransUnion by 7.8% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after purchasing an additional 24,641 shares during the period.

TransUnion Stock Performance

NYSE TRU opened at $73.83 on Friday. The business has a 50 day moving average price of $82.24 and a 200 day moving average price of $84.14. The company has a market capitalization of $14.34 billion, a P/E ratio of 31.83, a PEG ratio of 1.38 and a beta of 1.70. TransUnion has a 1-year low of $65.24 and a 1-year high of $101.19. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last posted its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate 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 analyst estimates of $1.13 billion. TransUnion’s revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $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. Sell-side analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders 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 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is presently 19.83%.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction that occurred on 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 $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 7,818 shares of company stock worth $663,883. Insiders own 0.22% of the company’s stock.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 results beat Street estimates: revenue and adjusted EPS topped consensus and full‑year revenue and EPS guidance for FY2026 were reiterated/raised, supporting the view that core credit/analytics demand remains healthy. TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management issued Q1 and FY2026 guidance that was modestly above consensus (Q1 EPS 1.08–1.10; FY EPS 4.63–4.71), which reduces short‑term execution risk and supports near‑term earnings visibility. TransUnion earnings summary & guidance (MarketBeat)
• Positive Sentiment: Dividend increase: TransUnion raised the quarterly payout to $0.125 (≈8.7% raise), signaling confidence in cash generation and returning modest income to shareholders. (Company release / earnings materials)
• Positive Sentiment: Product expansion: management emphasized rent‑data and other product initiatives to broaden credit reporting and non‑credit revenue opportunities — a potential multi‑year growth lever. TransUnion rent data push tests new credit reporting opportunities
• Neutral Sentiment: Earnings materials and call transcripts are available for investors to parse segment trends (U.S. consumer, risk solutions, international) and margin commentary; useful for modeling but informational. TransUnion Q4 2025 earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Deep‑dive coverage frames the print as a mix of solid execution and a deliberately conservative FY2026 outlook — helpful context but not a direct driver. TRU Q4 Deep Dive: U.S. Growth, Product Expansion, and Conservative 2026 Outlook
• Negative Sentiment: Analysts trimmed forecasts and cut price targets after the report; while ratings largely remain Buy/Overweight, lower targets from firms such as Stifel, Wells Fargo and Needham increase near‑term skepticism and cap upside. TransUnion Analysts Slash Their Forecasts After Q4 Results (Benzinga)
• Negative Sentiment: Specific price‑target cuts: Stifel lowered to $88, Wells Fargo to $90, Needham to $95 — these trims reflect more cautious multi‑year assumptions and temper immediate upside expectations. Benzinga: price target updates Needham price target cut (The Fly)

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on TRU. Robert W. Baird set a $107.00 price objective on TransUnion in a research note on Friday. Stifel Nicolaus dropped their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday. UBS Group set a $90.00 target price on shares of TransUnion and gave the stock a “neutral” rating in a research note on Friday, October 24th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price target on shares of TransUnion in a report on Friday. Finally, Morgan Stanley set a $105.00 price objective on TransUnion in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and a consensus price target of $95.00.

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.