Capital International Investors Sells 404,945 Shares of TransUnion $TRU

Capital International Investors lowered its stake in shares of TransUnion (NYSE:TRU) by 32.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 837,705 shares of the business services provider’s stock after selling 404,945 shares during the period. Capital International Investors owned 0.43% of TransUnion worth $70,183,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of TRU. Legal & General Group Plc grew its holdings in TransUnion by 3.4% during the third quarter. Legal & General Group Plc now owns 1,201,940 shares of the business services provider’s stock valued at $100,699,000 after purchasing an additional 39,103 shares during the period. Fieldview Capital Management LLC bought a new stake in shares of TransUnion in the third quarter valued at $986,000. WINTON GROUP Ltd purchased a new position in shares of TransUnion during the 3rd quarter valued at $9,309,000. Schroder Investment Management Group lifted its position in shares of TransUnion by 43.3% during the 3rd quarter. Schroder Investment Management Group now owns 22,545 shares of the business services provider’s stock valued at $1,922,000 after buying an additional 6,811 shares during the last quarter. Finally, Dundas Partners LLP grew its stake in shares of TransUnion by 19.4% during the 3rd quarter. Dundas Partners LLP now owns 4,122 shares of the business services provider’s stock worth $345,000 after acquiring an additional 670 shares during the period.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. The Goldman Sachs Group lowered their price objective on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Morgan Stanley cut their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday. Barclays reduced their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Robert W. Baird set a $107.00 price target on shares of TransUnion in a research report on Friday, February 13th. Finally, Needham & Company LLC dropped their price target 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 given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and an average target price of $94.54.

Insider Activity 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 shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares of the company’s stock, valued at approximately $577,520. This represents a 18.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares in the company, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 12,064 shares of company stock valued at $988,292 in the last quarter. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Performance

Shares of TRU opened at $71.46 on Thursday. The stock’s 50-day simple moving average is $78.76 and its 200 day simple moving average is $82.30. The stock has a market capitalization of $13.76 billion, a price-to-earnings ratio of 30.80, a price-to-earnings-growth ratio of 1.36 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39.

TransUnion (NYSE:TRU) last issued its 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. The business 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 firm’s revenue was up 13.0% compared to the same quarter last year. During the same quarter last year, the company 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. Research analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date is Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is 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.