Bank of New York Mellon Corp Acquires 21,715 Shares of TransUnion $TRU

Key Points

• Bank of New York Mellon increased its TransUnion stake by 1.5% in the fourth quarter, adding 21,715 shares and bringing its total to 1,506,026 shares worth about $129.1 million.
• TransUnion reported better-than-expected quarterly results, with EPS of $1.18 versus $1.11 expected and revenue of $1.25 billion, up 13.7% from a year earlier. The company also issued Q2 2026 EPS guidance of $1.13 to $1.15.
• The company declared a quarterly dividend of $0.125 per share, while analysts currently rate the stock a consensus Moderate Buy with an average price target of $91.27.

Bank of New York Mellon Corp increased its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,506,026 shares of the business services provider's stock after acquiring an additional 21,715 shares during the period. Bank of New York Mellon Corp owned about 0.78% of TransUnion worth $129,142,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. Global Retirement Partners LLC boosted its position in 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 buying an additional 143 shares during the last quarter. Cornerstone Investment Partners LLC boosted its position in TransUnion by 1.7% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider's stock valued at $860,000 after buying an additional 167 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock valued at $46,000 after buying an additional 197 shares during the last quarter. Private Trust Co. NA boosted its position in TransUnion by 38.8% in the 4th quarter. Private Trust Co. NA now owns 723 shares of the business services provider's stock valued at $62,000 after buying an additional 202 shares during the last quarter. Finally, Allworth Financial LP boosted its position in TransUnion by 11.0% in the 4th quarter. Allworth Financial LP now owns 2,056 shares of the business services provider's stock valued at $176,000 after buying an additional 203 shares during the last quarter.

TransUnion Stock Performance

Shares of TransUnion stock opened at $70.77 on Friday. The company has a market capitalization of $13.65 billion, a PE ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56. TransUnion has a 12 month low of $64.51 and a 12 month high of $99.39. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The stock's fifty day simple moving average is $70.70 and its 200 day simple moving average is $76.69.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter last year, the business posted $1.05 EPS. The firm's revenue was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, research analysts predict that TransUnion will post 4.21 EPS for the current year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be paid a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion's dividend payout ratio (DPR) is currently 13.85%.

Analyst Ratings Changes

A number of brokerages have commented on TRU. UBS Group decreased their price objective on TransUnion from $72.00 to $69.00 and set a "neutral" rating on the stock in a research report on Monday, April 13th. Stifel Nicolaus reduced their price target on TransUnion from $103.00 to $88.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. JPMorgan Chase & Co. reduced their price target on TransUnion from $95.00 to $90.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 29th. Needham & Company LLC restated a "buy" rating and issued a $95.00 price target on shares of TransUnion in a research report on Wednesday, April 29th. Finally, New Street Research set a $100.00 price target on TransUnion in a research report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $91.27.

Insider Buying and Selling at TransUnion

In related news, insider Steven M. Chaouki sold 5,000 shares of TransUnion stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $353,650.00. Following the sale, the insider owned 99,906 shares of the company's stock, valued at approximately $7,066,351.38. The trade was a 4.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the sale, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 25,666 shares of company stock valued at $1,843,542 in the last 90 days. 0.37% of the stock is currently owned by company insiders.

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.

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