Cresset Asset Management LLC Invests $743,000 in TransUnion $TRU

Cresset Asset Management LLC bought a new position in TransUnion (NYSE:TRU) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 8,869 shares of the business services provider’s stock, valued at approximately $743,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Independent Franchise Partners LLP raised its stake in shares of TransUnion by 119.5% during the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after acquiring an additional 2,530,335 shares during the last quarter. Norges Bank purchased a new stake in shares of TransUnion during the second quarter worth about $150,333,000. Egerton Capital UK LLP bought a new stake in shares of TransUnion in the third quarter worth about $122,742,000. Ninety One UK Ltd increased its holdings 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 during the period. Finally, Massachusetts Financial Services Co. MA increased its holdings in TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares during the period.

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total value of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares in the company, valued at $577,520. This represents a 18.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the firm’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 transaction, the executive vice president directly 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 12,064 shares of company stock valued at $988,292. 0.22% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

TRU has been the subject of a number of recent analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Stifel Nicolaus cut their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Wells Fargo & Company decreased their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Finally, Needham & Company LLC cut their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” 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 given a Hold rating to the company’s stock. According to MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and a consensus price target of $94.54.

TransUnion Stock Performance

Shares of TransUnion stock opened at $71.46 on Thursday. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The firm has a market capitalization of $13.76 billion, a P/E ratio of 30.80, 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 1.75 and a debt-to-equity ratio of 1.08. The business has a fifty day simple moving average of $78.76 and a two-hundred day simple moving average of $82.30.

TransUnion (NYSE:TRU) last released 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 firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company’s revenue was up 13.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.97 EPS. 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 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. This represents a $0.50 dividend on an annualized basis 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 is currently 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.