Andra AP fonden Takes Position in TransUnion $TRU

Key Points

• Andra AP fonden acquired 73,700 TransUnion shares during the second quarter, worth approximately $5.3 million, while several other institutional investors also increased their holdings.
• TransUnion exceeded quarterly earnings and revenue expectations, reporting $1.23 in EPS and $1.31 billion in revenue, up 14.9% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $94.69.
• The company reaffirmed its 2026 guidance despite announcing that longtime CFO Todd Cello will step down at year-end. Management expects a planned transition, but investors may monitor successor recruitment and potential leadership-continuity risks.

Andra AP fonden acquired a new stake in TransUnion (NYSE:TRU - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 73,700 shares of the business services provider's stock, valued at approximately $5,317,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. raised its position in shares of TransUnion by 12.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider's stock valued at $86,000 after buying an additional 132 shares in the last quarter. Global Retirement Partners LLC lifted its holdings in shares of TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider's stock valued at $59,000 after acquiring an additional 143 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its position in TransUnion by 14.7% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider's stock worth $82,000 after acquiring an additional 152 shares in the last quarter. CIBC Asset Management Inc grew its position in TransUnion by 2.2% in the fourth quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider's stock worth $734,000 after acquiring an additional 182 shares in the last quarter. Finally, Raiffeisen Bank International AG increased its stake in TransUnion by 2.0% during the second quarter. Raiffeisen Bank International AG now owns 9,468 shares of the business services provider's stock worth $680,000 after acquiring an additional 187 shares during the last quarter.

Insider Transactions at TransUnion

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the company's stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares of the company's stock, valued at approximately $4,860,470. This represents a 29.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Venkat Achanta sold 23,287 shares of the stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $77.00, for a total value of $1,793,099.00. Following the sale, the executive vice president owned 196,912 shares of the company's stock, valued at approximately $15,162,224. This represents a 10.58% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 73,697 shares of company stock worth $5,861,807. Company insiders own 0.37% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. 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. BNP Paribas Exane raised TransUnion from a "neutral" rating to an "outperform" rating in a research report on Tuesday, July 28th. The Goldman Sachs Group restated a "neutral" rating and set a $82.00 price target on shares of TransUnion in a report on Tuesday, July 28th. Robert W. Baird raised their price target on TransUnion from $108.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. Finally, Needham & Company LLC lifted their price objective on shares of TransUnion from $95.00 to $100.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $94.69.

TransUnion Price Performance

TransUnion stock opened at $70.98 on Thursday. The stock has a market cap of $13.60 billion, a price-to-earnings ratio of 18.73, a price-to-earnings-growth ratio of 1.19 and a beta of 1.54. 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 has a 1 year low of $63.37 and a 1 year high of $89.12. The firm has a 50-day moving average of $79.57 and a two-hundred day moving average of $74.06.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion's quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the business posted $1.08 EPS. 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, research analysts forecast that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion's payout ratio is presently 13.19%.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reaffirmed its third-quarter and full-year 2026 revenue, Adjusted EBITDA and Adjusted Diluted EPS guidance, indicating that management does not expect the CFO transition to affect operations, strategic priorities, long-term targets or capital allocation. TransUnion Announces Chief Financial Officer Transition
• Positive Sentiment: Cello will remain CFO through December 31, 2026, then serve as a full-time advisor through March 1, 2027. His 29 years with TransUnion, including nine as CFO, and his commitment to assist with successor recruitment and onboarding should help reduce near-term execution risk. TransUnion Announces CFO Todd Cello to Step Down
• Neutral Sentiment: TransUnion has begun a search for Cello’s replacement with an executive search firm. The transition is planned rather than immediate, but investors may monitor the quality and timing of the successor appointment. TransUnion's Cello to Depart as CFO
• Negative Sentiment: The resignation of a highly experienced, long-serving CFO introduces leadership uncertainty and may prompt concerns about continuity in financial management, even though management says the departure will not change its outlook. TransUnion CFO Cello to Resign at End of Year
• Negative Sentiment: Recent coverage also highlighted reduced expectations from UBS, adding to valuation pressure as investors assess TransUnion’s growth prospects and the stock’s recovery toward analyst price targets. UBS Lowered Expectations for TransUnion

TransUnion Company Profile

TransUnion NYSE: TRU is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.

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