Allspring Global Investments Holdings LLC Trims Stake in TransUnion $TRU

Allspring Global Investments Holdings LLC trimmed its position in shares of TransUnion (NYSE:TRU) by 35.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 294,107 shares of the business services provider’s stock after selling 160,240 shares during the period. Allspring Global Investments Holdings LLC owned about 0.15% of TransUnion worth $24,508,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Board of the Pension Protection Fund bought a new stake in shares of TransUnion during the fourth quarter valued at approximately $26,000. Geneos Wealth Management Inc. raised its holdings in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. True Wealth Design LLC lifted its position in TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after buying an additional 245 shares during the period. Measured Wealth Private Client Group LLC bought a new stake in shares of TransUnion during the 3rd quarter valued at $36,000. Finally, Clearstead Advisors LLC increased its stake in shares of TransUnion by 189.6% in the 3rd quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after acquiring an additional 328 shares in the last quarter.

TransUnion Stock Performance

NYSE TRU opened at $69.28 on Friday. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The business has a 50-day moving average price of $73.60 and a 200-day moving average price of $79.98. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The firm has a market cap of $13.37 billion, a price-to-earnings ratio of 29.86, a price-to-earnings-growth ratio of 1.27 and a beta of 1.71.

TransUnion (NYSE:TRU) last released 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 return on equity of 16.19% and a net margin of 9.95%.The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same quarter last year, the business posted $0.97 earnings per share. The firm’s revenue was up 13.0% on a year-over-year basis. 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, equities research analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio is presently 21.55%.

Insider Activity at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $69.20, for a total transaction of $34,600.00. Following the transaction, the insider owned 55,763 shares in the company, valued at $3,858,799.60. The trade was a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction 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 completion of the sale, the chief accounting officer directly owned 7,219 shares in the company, valued at approximately $577,520. This represents a 18.87% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 6,746 shares of company stock worth $522,979. Company insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on TRU. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Wells Fargo & Company dropped their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, February 13th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Wall Street Zen raised TransUnion from a “hold” rating to a “buy” rating in a research report on Saturday, March 14th. Finally, Morgan Stanley dropped 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. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.54.

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.