17,203 Shares in TransUnion $TRU Acquired by Oppenheimer Asset Management Inc.

Key Points

• Oppenheimer Asset Management opened a new TransUnion position by purchasing 17,203 shares valued at approximately $1.24 million. Several other institutional investors also increased or initiated holdings during the second quarter.
• TransUnion exceeded quarterly expectations, reporting $1.23 in earnings per share versus the $1.16 consensus and $1.31 billion in revenue, up 14.9% year over year. The company issued third-quarter and full-year 2026 earnings guidance.
• The company declared a quarterly dividend of $0.125 per share, representing a $0.50 annualized payout and a 0.6% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $94.38, above the reported $80.37 share price.

Oppenheimer Asset Management Inc. bought a new position in TransUnion (NYSE:TRU - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 17,203 shares of the business services provider's stock, valued at approximately $1,241,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Dockside LLC bought a new stake in shares of TransUnion in the 2nd quarter worth $1,544,000. PensionDanmark Pensionsforsikringsaktieselskab lifted its holdings in shares of TransUnion by 12.6% in the second quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 41,010 shares of the business services provider's stock valued at $2,958,000 after buying an additional 4,600 shares during the period. Central Pacific Bank Trust Division boosted its stake in TransUnion by 41.7% during the second quarter. Central Pacific Bank Trust Division now owns 5,950 shares of the business services provider's stock valued at $429,000 after buying an additional 1,750 shares in the last quarter. CX Institutional boosted its stake in TransUnion by 263.0% during the second quarter. CX Institutional now owns 668 shares of the business services provider's stock valued at $48,000 after buying an additional 484 shares in the last quarter. Finally, Parallel Advisors LLC grew its holdings in TransUnion by 26.7% during the first quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider's stock worth $73,000 after acquiring an additional 221 shares during the period.

TransUnion Stock Performance

Shares of TRU opened at $80.37 on Monday. TransUnion has a one year low of $63.37 and a one year high of $95.50. The company has a 50-day moving average of $74.83 and a two-hundred day moving average of $73.20. The stock has a market cap of $15.40 billion, a price-to-earnings ratio of 21.21, a PEG ratio of 1.32 and a beta of 1.53. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm's quarterly revenue was up 14.9% compared to the same quarter last year. During the same period last year, the firm posted $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, equities research analysts expect that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion's payout ratio is 13.19%.

Insider Activity at TransUnion

In other news, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the sale, the chief accounting officer owned 5,843 shares in the company, valued at $467,440. This represents a 14.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 950 shares of the firm's stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total value of $75,962.00. Following the completion of the sale, the insider directly owned 63,849 shares of the company's stock, valued at approximately $5,105,366.04. This trade represents a 1.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 58,773 shares of company stock worth $4,615,228. Insiders own 0.37% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. Barclays upped their price target on shares of TransUnion from $80.00 to $85.00 and gave the company an "equal weight" rating in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an "overweight" rating and issued a $106.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Mizuho dropped their target price on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating on the stock in a report on Thursday, July 2nd. The Goldman Sachs Group reissued a "neutral" rating and set a $82.00 target price on shares of TransUnion in a research note on Tuesday, July 28th. Finally, Bank of America reduced their target price on shares of TransUnion from $83.00 to $80.00 and set a "neutral" rating for the company in a report on Tuesday, May 19th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $94.38.

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.

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