California State Teachers Retirement System Has $1.64 Billion Stock Holdings in TransUnion $TRU

California State Teachers Retirement System raised its stake in shares of TransUnion (NYSE:TRU - Free Report) by 6,636.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,788,593 shares of the business services provider's stock after purchasing an additional 22,450,313 shares during the quarter. California State Teachers Retirement System owned 11.89% of TransUnion worth $1,643,969,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Buying and Selling

In other TransUnion news, CAO Jennifer Williams sold 1,070 shares of TransUnion stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the sale, the chief accounting officer owned 4,327 shares of the company's stock, valued at $365,934.39. This trade represents a 19.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the completion of the sale, the executive vice president directly owned 57,182 shares in the company, valued at approximately $4,860,470. This represents a 29.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 49,160 shares of company stock valued at $3,969,871. 0.37% of the stock is owned by corporate insiders.

TransUnion Price Performance

Shares of TRU stock opened at $77.74 on Friday. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 12-month low of $63.37 and a 12-month high of $95.50. The firm has a fifty day moving average of $80.07 and a 200-day moving average of $74.22. The firm has a market capitalization of $14.90 billion, a price-to-earnings ratio of 20.51, a price-to-earnings-growth ratio of 1.27 and a beta of 1.54.

TransUnion (NYSE:TRU - Get Free Report) last issued 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 business 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%.The firm's revenue was up 14.9% compared to the same quarter last year. During the same quarter 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, equities research analysts forecast that TransUnion will post 4.24 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. Shareholders of record on Thursday, August 20th were paid a $0.125 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. TransUnion's payout ratio is presently 13.19%.

Analyst Ratings Changes

TRU has been the subject of a number of recent analyst reports. Mizuho dropped their target price 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. Morgan Stanley reaffirmed an "overweight" rating and set a $106.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on shares of TransUnion in a report on Wednesday, July 29th. Wall Street Zen upgraded shares of TransUnion from a "hold" rating to a "buy" rating in a research note on Sunday, September 6th. Finally, The Goldman Sachs Group reaffirmed a "neutral" rating and set a $82.00 price target on shares of TransUnion in a report on Tuesday, July 28th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, TransUnion presently has an average rating of "Moderate Buy" and a consensus price target of $94.38.

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.

Want to see what other hedge funds are holding TRU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for TransUnion (NYSE:TRU - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.