TransUnion $TRU Stake Decreased by Crow s Nest Holdings LP

Crow s Nest Holdings LP lessened its holdings in shares of TransUnion (NYSE:TRU) by 7.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 357,250 shares of the business services provider’s stock after selling 26,750 shares during the period. TransUnion accounts for approximately 6.2% of Crow s Nest Holdings LP’s investment portfolio, making the stock its 8th biggest position. Crow s Nest Holdings LP owned about 0.18% of TransUnion worth $29,930,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of TRU. Geneos Wealth Management Inc. increased its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the last quarter. Generali Asset Management SPA SGR purchased a new stake in TransUnion in the 2nd quarter valued at $30,000. Elevation Point Wealth Partners LLC acquired a new stake in shares of TransUnion in the 2nd quarter worth $34,000. MAI Capital Management increased its stake in shares of TransUnion by 333.3% in the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after acquiring an additional 310 shares during the last quarter. Finally, Osterweis Capital Management Inc. purchased a new position in shares of TransUnion during the 2nd quarter worth $45,000.

Wall Street Analyst Weigh In

Several research firms recently issued reports on TRU. 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. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 price target on shares of TransUnion in a report on Friday. Morgan Stanley set a $105.00 price objective on TransUnion in a report on Friday. JPMorgan Chase & Co. cut their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research note on Friday, October 24th. Finally, UBS Group set a $90.00 target price on TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. One 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 stock. According to MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and a consensus target price of $95.00.

More TransUnion News

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)

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 500 shares of the company’s 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 sale, the insider owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 7,818 shares of company stock worth $663,883 in the last ninety days. 0.25% of the stock is owned by corporate insiders.

TransUnion Trading Up 4.3%

TRU opened at $73.83 on Monday. TransUnion has a 52 week low of $65.24 and a 52 week high of $101.19. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The business has a fifty day simple moving average of $82.24 and a 200-day simple moving average of $84.06. The firm has a market cap of $14.34 billion, a P/E ratio of 31.83, a P/E/G ratio of 1.42 and a beta of 1.70.

TransUnion (NYSE:TRU) last posted its quarterly earnings data 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. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter in the previous year, the business earned $0.97 EPS. The company’s quarterly revenue was up 13.0% compared to the same quarter last year. 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, equities analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 19.83%.

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.