Danica Pension Livsforsikringsaktieselskab Acquires Shares of 1,302,883 TransUnion $TRU

Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of TransUnion (NYSE:TRU) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 1,302,883 shares of the business services provider’s stock, valued at approximately $109,156,000. TransUnion accounts for 1.7% of Danica Pension Livsforsikringsaktieselskab’s holdings, making the stock its 23rd largest holding. Danica Pension Livsforsikringsaktieselskab owned approximately 0.67% of TransUnion at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Geneos Wealth Management Inc. increased its position in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares during the period. Elevation Point Wealth Partners LLC bought a new stake in TransUnion in the 2nd quarter valued at about $34,000. MAI Capital Management grew its position in shares of TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of TransUnion during the third quarter worth approximately $36,000. Finally, Clearstead Advisors LLC increased its holdings in shares of TransUnion by 189.6% during the third quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after purchasing an additional 328 shares during the period.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on TRU shares. Bank of America assumed coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target for the company. Stifel Nicolaus dropped their price objective on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Robert W. Baird set a $107.00 target price on TransUnion in a research report on Friday, February 13th. Morgan Stanley reduced their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Finally, Needham & Company LLC decreased their price target on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research 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 assigned a Hold rating to the company. According to MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average price target of $94.54.

Insiders Place Their Bets

In other TransUnion 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 value of $39,395.00. Following the sale, the insider owned 31,725 shares in the company, valued at $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total transaction of $314,663.79. Following the completion of the sale, the executive vice president owned 41,063 shares in the company, valued at $3,177,044.31. This represents a 9.01% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 7,746 shares of company stock worth $616,944. Insiders own 0.25% of the company’s stock.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $73.69 on Wednesday. TransUnion has a 1 year low of $65.24 and a 1 year high of $99.39. The stock has a market capitalization of $14.19 billion, a price-to-earnings ratio of 31.76, a price-to-earnings-growth ratio of 1.29 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The company’s 50 day simple moving average is $77.66 and its 200 day simple moving average is $81.75.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating 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 net margin of 9.95% and a return on equity of 16.19%. The company’s revenue was up 13.0% on a year-over-year basis. During the same period in the previous 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. As a group, research analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Thursday, February 26th. TransUnion’s payout ratio is 21.55%.

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.