CCLA Investment Management Sells 140,115 Shares of TransUnion $TRU

CCLA Investment Management trimmed its position in shares of TransUnion (NYSE:TRU) by 8.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,548,239 shares of the business services provider’s stock after selling 140,115 shares during the quarter. TransUnion accounts for 2.1% of CCLA Investment Management’s investment portfolio, making the stock its 18th largest holding. CCLA Investment Management owned 0.80% of TransUnion worth $132,746,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Board of the Pension Protection Fund bought a new position in shares of TransUnion in the fourth quarter valued at approximately $26,000. Geneos Wealth Management Inc. lifted its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. True Wealth Design LLC lifted its holdings in shares of TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of TransUnion in the third quarter valued at approximately $36,000. Finally, Clearstead Advisors LLC lifted its holdings in shares of TransUnion by 189.6% in the third quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock valued at $42,000 after purchasing an additional 328 shares in the last quarter.

TransUnion Stock Performance

TransUnion stock opened at $71.36 on Thursday. The firm’s 50 day simple moving average is $72.82 and its 200 day simple moving average is $79.46. 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 firm has a market capitalization of $13.77 billion, a PE ratio of 30.76, a price-to-earnings-growth ratio of 1.27 and a beta of 1.71. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39.

TransUnion (NYSE:TRU) last announced 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 business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period in the prior 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. As a group, analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were issued 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 payout ratio is 21.55%.

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $69.20, for a total transaction of $34,600.00. Following the transaction, the insider directly owned 55,763 shares in the company, valued at $3,858,799.60. This trade represents a 0.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was 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 directly owned 41,063 shares in the company, valued at approximately $3,177,044.31. This trade represents a 9.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,746 shares of company stock worth $872,979 in the last quarter. 0.22% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently weighed in on TRU. Robert W. Baird set a $107.00 price target on shares of TransUnion in a research report on Friday, February 13th. Morgan Stanley dropped their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Barclays dropped their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. 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 report on Friday, February 13th. Finally, Bank of America initiated coverage on TransUnion in a report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.54.

TransUnion Company 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.