Azora Capital LP Acquires Shares of 281,924 TransUnion $TRU

Key Points

• Azora Capital LP acquired 281,924 TransUnion shares valued at approximately $20.3 million, giving it a 0.15% stake. Other major investors, including BlackRock, Dodge & Cox, Jupiter Topco and Meritage Group, also recently established or expanded positions.
• Analysts maintain a “Moderate Buy” consensus on TransUnion, with an average price target of $94.38. The company exceeded quarterly earnings and revenue expectations, reporting $1.23 in EPS and $1.31 billion in revenue, up 14.9% year over year.
• TransUnion declared a quarterly dividend of $0.125, equivalent to a 0.6% annualized yield. Meanwhile, insiders sold 58,773 shares worth approximately $4.6 million over the past 90 days, primarily through pre-arranged trading plans.

Azora Capital LP bought a new stake in shares of TransUnion (NYSE:TRU - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 281,924 shares of the business services provider's stock, valued at approximately $20,338,000. Azora Capital LP owned 0.15% of TransUnion as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. BlackRock Inc. acquired a new position in shares of TransUnion in the 2nd quarter valued at approximately $1,367,560,000. Dodge & Cox bought a new stake in shares of TransUnion during the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP boosted its position in shares of TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider's stock worth $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. Jupiter Topco LLC bought a new position in TransUnion in the second quarter valued at approximately $280,292,000. Finally, Meritage Group LP bought a new position in TransUnion in the second quarter valued at approximately $263,751,000.

Analysts Set New Price Targets

Several research analysts have commented on TRU shares. Mizuho lowered their price objective on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating for the company in a research report on Thursday, July 2nd. Robert W. Baird raised their target price on TransUnion from $108.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. decreased their price target on TransUnion from $95.00 to $90.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 29th. The Goldman Sachs Group reissued a "neutral" rating and set a $82.00 price target on shares of TransUnion in a report on Tuesday, July 28th. Finally, Stifel Nicolaus upped their price objective on TransUnion from $88.00 to $96.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Ten 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 $94.38.

TransUnion Trading Down 0.6%

NYSE TRU opened at $84.48 on Thursday. The company has a market cap of $16.19 billion, a price-to-earnings ratio of 22.29, a price-to-earnings-growth ratio of 1.40 and a beta of 1.53. TransUnion has a twelve month low of $63.37 and a twelve month high of $95.50. 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 business's fifty day moving average is $77.37 and its 200 day moving average is $73.62.

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

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Thursday, August 20th. TransUnion's dividend payout ratio is presently 13.19%.

Insiders Place Their Bets

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of the firm'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 completion of the transaction, the executive vice president directly owned 57,182 shares of the company's stock, valued at $4,860,470. This trade represents a 29.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of TransUnion stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares in the company, valued at $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 58,773 shares of company stock valued at $4,615,228 over the last ninety days. 0.37% of the stock is currently owned by corporate insiders.

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.

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