JPMorgan Chase & Co. Buys 310,072 Shares of TransUnion $TRU

JPMorgan Chase & Co. increased its stake in TransUnion (NYSE:TRU) by 28.9% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,384,599 shares of the business services provider’s stock after buying an additional 310,072 shares during the period. JPMorgan Chase & Co. owned 0.71% of TransUnion worth $116,006,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Massachusetts Financial Services Co. MA grew its stake in shares of TransUnion by 4.8% in the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock worth $1,999,436,000 after acquiring an additional 1,046,391 shares during the last quarter. Vanguard Group Inc. grew its position in TransUnion by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 18,539,805 shares of the business services provider’s stock valued at $1,631,503,000 after purchasing an additional 274,903 shares during the last quarter. Independent Franchise Partners LLP increased its stake in TransUnion by 119.5% during the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after purchasing an additional 2,530,335 shares in the last quarter. Ninety One UK Ltd increased its stake in TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after purchasing an additional 1,219,360 shares in the last quarter. Finally, Theleme Partners LLP raised its holdings in TransUnion by 16.1% in the second quarter. Theleme Partners LLP now owns 2,108,357 shares of the business services provider’s stock worth $185,535,000 after buying an additional 293,000 shares during the last quarter.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on TRU shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Bank of America started coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target for the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Morgan Stanley set a $105.00 target price on TransUnion in a research report on Friday, February 13th. Finally, Barclays lowered their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $94.92.

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 31,725 shares in the company, valued at approximately $2,499,612.75. The trade was a 1.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the sale, the executive vice president owned 50,427 shares in the company, valued at approximately $4,336,722. The trade was a 7.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 7,818 shares of company stock valued at $663,883. Company insiders own 0.25% of the company’s stock.

TransUnion Trading Up 0.1%

TransUnion stock opened at $76.18 on Monday. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The company has a market cap of $14.79 billion, a P/E ratio of 32.84, a P/E/G ratio of 1.37 and a beta of 1.70. 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 50-day simple moving average of $81.42 and a two-hundred day simple moving average of $83.45.

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, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter last year, the firm posted $0.97 earnings per share. The firm’s 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. Analysts predict that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date is Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is presently 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.