Citigroup Inc. Sells 23,298 Shares of TransUnion $TRU

Citigroup Inc. lessened its stake in shares of TransUnion (NYSE:TRU) by 17.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 109,078 shares of the business services provider’s stock after selling 23,298 shares during the period. Citigroup Inc. owned about 0.06% of TransUnion worth $9,139,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in shares of TransUnion by 89.3% during the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 69,165 shares of the business services provider’s stock worth $5,804,000 after purchasing an additional 32,623 shares in the last quarter. Vanguard Group Inc. increased its holdings in TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after buying an additional 517,098 shares during the last quarter. Northwestern Mutual Investment Management Company LLC bought a new stake in TransUnion during the third quarter worth $3,638,000. Fifth Third Bancorp lifted its stake in TransUnion by 210.6% in the third quarter. Fifth Third Bancorp now owns 1,196 shares of the business services provider’s stock valued at $100,000 after acquiring an additional 811 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its position in shares of TransUnion by 28.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,384,599 shares of the business services provider’s stock valued at $116,006,000 after acquiring an additional 310,072 shares during the period.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on TRU. The Goldman Sachs Group cut 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. Wells Fargo & Company cut their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Bank of America initiated coverage on TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. Barclays dropped 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, Needham & Company LLC reduced their price objective on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and a consensus target price of $94.92.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction that occurred 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 transaction, the insider directly owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction that occurred 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 completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,818 shares of company stock worth $579,843 in the last quarter. Corporate insiders own 0.25% of the company’s stock.

TransUnion Stock Performance

TRU opened at $78.49 on Monday. The business has a fifty day simple moving average of $80.40 and a 200 day simple moving average of $82.94. The company has a market capitalization of $15.24 billion, a PE ratio of 33.83, a price-to-earnings-growth ratio of 1.44 and a beta of 1.70. TransUnion has a 1 year low of $65.24 and a 1 year high of $99.39. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last posted its earnings results 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 company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company’s revenue was up 13.0% on a year-over-year basis. During the same quarter last year, the firm 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. Research analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

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

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.