BNP PARIBAS ASSET MANAGEMENT Holding S.A. Raises Position in TransUnion $TRU

BNP PARIBAS ASSET MANAGEMENT Holding S.A. lifted its stake in shares of TransUnion (NYSE:TRU) by 89.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,165 shares of the business services provider’s stock after acquiring an additional 32,623 shares during the quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A.’s holdings in TransUnion were worth $5,804,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of TRU. Allianz Asset Management GmbH grew its position in shares of TransUnion by 202.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock valued at $13,732,000 after buying an additional 109,662 shares during the last quarter. Principal Financial Group Inc. increased its position 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 in the last quarter. Oregon Public Employees Retirement Fund purchased a new stake in shares of TransUnion in the 3rd quarter valued at about $3,284,000. 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. Finally, Allspring Global Investments Holdings LLC grew its stake in TransUnion by 3.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock worth $37,375,000 after buying an additional 13,952 shares during the last quarter.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on TRU shares. UBS Group set a $90.00 price objective on TransUnion and gave the company a “neutral” rating in a research note on Friday, October 24th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. Bank of America assumed coverage on shares of TransUnion in a research report on Tuesday. They set a “neutral” rating and a $83.00 price objective on the stock. Robert W. Baird set a $107.00 target price on shares of TransUnion in a report on Friday, February 13th. Finally, The Goldman Sachs Group decreased their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $94.92.

TransUnion Stock Performance

Shares of TRU stock opened at $76.13 on Friday. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08. The stock has a 50 day simple moving average of $81.59 and a 200-day simple moving average of $83.68. The company has a market cap of $14.78 billion, a price-to-earnings ratio of 32.81, a price-to-earnings-growth ratio of 1.36 and a beta of 1.70. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share 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 return on equity of 16.19% and a net margin of 9.95%.TransUnion’s quarterly revenue was up 13.0% on a year-over-year basis. During the same quarter in the prior year, the company 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, equities analysts forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be issued a $0.125 dividend. The ex-dividend date is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is 19.83%.

Insider Activity at TransUnion

In related news, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $78.79, for a total value of $39,395.00. Following the sale, the insider directly owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was 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 approximately $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 7,818 shares of company stock worth $663,883 over the last 90 days. Company insiders own 0.22% 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.