Bradley Foster & Sargent Inc. CT Acquires 13,422 Shares of TransUnion $TRU

Bradley Foster & Sargent Inc. CT boosted its stake in TransUnion (NYSE:TRU) by 566.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,792 shares of the business services provider’s stock after purchasing an additional 13,422 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in TransUnion were worth $1,323,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Penserra Capital Management LLC raised its holdings in shares of TransUnion by 12.8% during the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after buying an additional 120 shares in the last quarter. Covestor Ltd grew its position in TransUnion by 20.9% during the third quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock valued at $62,000 after acquiring an additional 127 shares during the last quarter. DAVENPORT & Co LLC raised its stake in shares of 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 in the last quarter. Rovin Capital UT ADV lifted its holdings in shares of TransUnion by 2.3% in the 3rd 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. Finally, Cornerstone Investment Partners LLC boosted its stake in shares of TransUnion by 1.7% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock valued at $860,000 after purchasing an additional 167 shares in the last quarter.

Analyst Ratings Changes

A number of equities analysts recently commented on TRU shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a research report on Friday, February 13th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Bank of America began coverage on TransUnion in a report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. Barclays decreased their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Finally, Wells Fargo & Company dropped their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” 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 assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $94.92.

TransUnion Stock Performance

Shares of TransUnion stock opened at $78.31 on Friday. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The firm has a market capitalization of $15.21 billion, a P/E ratio of 33.75, a P/E/G ratio of 1.36 and a beta of 1.70. 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 business has a fifty day simple moving average of $80.58 and a two-hundred day simple moving average of $83.09.

TransUnion (NYSE:TRU) last released its earnings results 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. The firm had revenue of $1.17 billion during 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% on a year-over-year basis. During the same period last year, the business 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. On average, equities analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be issued a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is presently 19.83%.

Insider Activity at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction 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 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total value of $371,348.00. Following the sale, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 7,818 shares of company stock worth $663,883 over the last quarter. Company insiders own 0.22% of the company’s stock.

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.