Assenagon Asset Management S.A. Acquires 69,485 Shares of TransUnion $TRU

Key Points

• Assenagon Asset Management increased its TransUnion stake by 1,309.8% in the third quarter, acquiring 69,485 additional shares for a total holding of 74,790 shares valued at approximately $4.57 million.
• Several major institutions also expanded or initiated positions in TransUnion, including BlackRock, Jupiter Topco, Meritage Group, Janus Henderson and Ninety One UK.
• TransUnion reported quarterly earnings and revenue above analyst expectations, while analysts maintain a “Moderate Buy” consensus with an average price target of $91, versus a recent share price of $78.30.

Assenagon Asset Management S.A. boosted its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 1,309.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 74,790 shares of the business services provider's stock after acquiring an additional 69,485 shares during the quarter. Assenagon Asset Management S.A.'s holdings in TransUnion were worth $4,571,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TRU. BlackRock Inc. acquired a new stake in shares of TransUnion during the second quarter valued at about $1,367,560,000. Jupiter Topco LLC purchased a new stake in TransUnion in the second quarter valued at approximately $280,292,000. Meritage Group LP purchased a new stake in TransUnion in the second quarter valued at approximately $263,751,000. Janus Henderson Group PLC lifted its stake in TransUnion by 8.5% during the first quarter. Janus Henderson Group PLC now owns 3,740,326 shares of the business services provider's stock worth $258,794,000 after purchasing an additional 293,091 shares in the last quarter. Finally, Ninety One UK Ltd lifted its stake in TransUnion by 20.6% during the third quarter. Ninety One UK Ltd now owns 4,044,338 shares of the business services provider's stock worth $247,190,000 after purchasing an additional 689,649 shares in the last quarter.

TransUnion Stock Performance

Shares of TRU opened at $78.30 on Wednesday. The company has a market capitalization of $15.00 billion, a price-to-earnings ratio of 20.66, a price-to-earnings-growth ratio of 1.32 and a beta of 1.58. TransUnion has a 52-week low of $60.96 and a 52-week high of $89.12. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The stock has a 50 day moving average price of $74.95 and a 200 day moving average price of $73.56.

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

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were issued a $0.1250 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion's payout ratio is presently 13.19%.

Insider Transactions at TransUnion

In related news, insider Steven Chaouki sold 1,000 shares of the company's stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $70.00, for a total value of $70,000.00. Following the completion of the sale, the insider directly owned 78,888 shares of the company's stock, valued at $5,522,160. This represents a 1.25% decrease in their position. The sale was disclosed in a document filed 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 Venkat Achanta sold 23,287 shares of the firm's stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the transaction, the executive vice president owned 196,912 shares in the company, valued at $15,162,224. This represents a 10.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 64,872 shares of company stock worth $5,197,645. Insiders own 0.37% of the company's stock.

Trending Headlines about TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: New fraud-scoring products strengthen growth story: TransUnion introduced Credit Washing and Synthetic Fraud Scores, which it describes as industry-first “adverse-actionable” tools. The scores are designed to help lenders identify synthetic identities and disputed-credit manipulation while providing legally applicable reasons for adverse credit decisions. The products are being integrated with Oscilar’s Agentic Risk Platform, potentially expanding TransUnion’s fraud, identity and decisioning revenue opportunities. TransUnion launches adverse-actionable fraud scores
• Positive Sentiment: Product announcement is the primary near-term catalyst: The launch gives investors evidence that TransUnion is adding differentiated solutions in fraud prevention, an area where demand is supported by rising identity theft and credit abuse. Market coverage specifically linked the stock’s advance to the new product. TransUnion climbs on new product
• Neutral Sentiment: Earnings are due next week: Wall Street expects earnings growth, while prior results showed adjusted EPS of $1.23 versus a $1.16 consensus and revenue of $1.31 billion versus $1.28 billion expected. Investors will focus on whether management maintains its third-quarter EPS guidance of $1.18–$1.21 and full-year guidance of $4.75–$4.83. TransUnion earnings expectations
• Neutral Sentiment: Marketing recognition provides limited financial impact: TransUnion’s “Bring Clarity to Chaos” campaign won a 2026 MediaPost OMMA Award, supporting brand visibility but offering little immediate effect on revenue or earnings. TransUnion campaign award
• Negative Sentiment: Insider selling and cautious estimates remain overhangs: EVP Mohamed Abdelsadek sold 397 shares and 500 shares under a pre-arranged Rule 10b5-1 plan. The sales were small relative to his remaining holdings, but additional analyst price-target reductions and a Zacks warning that the company may lack the typical ingredients for an earnings beat could temper optimism.

Analyst Ratings Changes

A number of brokerages have recently weighed in on TRU. BNP Paribas Exane raised TransUnion from a "neutral" rating to an "outperform" rating in a research note on Tuesday, July 28th. Royal Bank Of Canada cut their price objective on TransUnion from $100.00 to $92.00 and set an "outperform" rating on the stock in a report on Friday. The Goldman Sachs Group decreased their target price on TransUnion from $77.00 to $68.00 and set a "neutral" rating on the stock in a research note on Friday, October 2nd. Morgan Stanley cut their target price on shares of TransUnion from $106.00 to $97.00 and set an "overweight" rating on the stock in a research note on Tuesday, October 13th. Finally, Stifel Nicolaus increased their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $91.00.

TransUnion Profile

TransUnion NYSE: TRU is a global information and insights company that helps businesses and consumers make more informed decisions. The company collects, analyzes and delivers data related to credit, identity, fraud and consumer behavior, serving customers across financial services, insurance, healthcare, retail, telecommunications and other industries.

Its products and services include consumer credit reports and scores, credit-risk assessment, marketing and audience insights, identity verification, fraud detection, investigative tools and decisioning software.

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