APG Asset Management N.V. Grows Holdings in TransUnion $TRU

APG Asset Management N.V. raised its position in TransUnion (NYSE:TRU) by 10.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,504,669 shares of the business services provider’s stock after buying an additional 328,541 shares during the period. TransUnion makes up about 0.5% of APG Asset Management N.V.’s holdings, making the stock its 28th biggest holding. APG Asset Management N.V. owned approximately 1.80% of TransUnion worth $293,621,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Massachusetts Financial Services Co. MA lifted 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 in the last quarter. Vanguard Group Inc. increased its holdings in TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after purchasing an additional 517,098 shares during the last quarter. Independent Franchise Partners LLP raised its position in shares of TransUnion by 119.5% in 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 boosted its stake in shares of 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 buying an additional 1,219,360 shares during the last quarter. Finally, Theleme Partners LLP grew its position in shares of TransUnion by 16.1% during 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 in the last quarter.

TransUnion Stock Up 0.3%

TRU stock opened at $78.49 on Friday. The firm’s 50-day moving average is $80.40 and its two-hundred day moving average is $83.01. The company has a market capitalization of $15.24 billion, a price-to-earnings ratio of 33.83, a price-to-earnings-growth ratio of 1.44 and a beta of 1.70. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the previous year, the business earned $0.97 earnings per share. TransUnion’s revenue for the quarter 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, analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a dividend of $0.125 per share. This is an increase from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, February 26th. TransUnion’s dividend payout ratio is 21.55%.

Insider Activity at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion 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 owned 31,725 shares of the company’s stock, valued at $2,499,612.75. This trade represents a 1.55% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction on Wednesday, December 17th. The stock was 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 represents a 7.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 7,818 shares of company stock valued at $663,883. Corporate insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Bank of America initiated coverage on shares of TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target on the stock. The Goldman Sachs Group cut their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. Wells Fargo & Company cut their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Friday, February 13th. Finally, Robert W. Baird set a $107.00 target price on TransUnion in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $94.92.

TransUnion 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.