Comerica Bank Sells 375,775 Shares of TransUnion $TRU

Key Points

• Comerica Bank cut its stake in TransUnion by 87.6%, selling 375,775 shares in the quarter and leaving 52,975 shares valued at $4.543 million.
• TransUnion beat Q1 estimates with EPS of $1.18 (consensus $1.11) and revenue of $1.25B (consensus $1.21B), and issued Q2 guidance of $1.130–$1.150 EPS.
• Insiders sold 13,729 shares worth about $1.03M in the last quarter, leaving insiders with just 0.37% ownership of the company.

Comerica Bank decreased its holdings in TransUnion (NYSE:TRU - Free Report) by 87.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 52,975 shares of the business services provider's stock after selling 375,775 shares during the quarter. Comerica Bank's holdings in TransUnion were worth $4,543,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of TRU. Eagle Bay Advisors LLC bought a new stake in TransUnion during the fourth quarter valued at $25,000. Board of the Pension Protection Fund bought a new stake in TransUnion during the fourth quarter valued at $26,000. Geneos Wealth Management Inc. boosted its position in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. True Wealth Design LLC boosted its position in TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider's stock valued at $31,000 after acquiring an additional 245 shares during the last quarter. Finally, Measured Wealth Private Client Group LLC bought a new stake in TransUnion during the third quarter valued at $36,000.

TransUnion Price Performance

Shares of NYSE TRU opened at $70.34 on Friday. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The stock has a market cap of $13.56 billion, a price-to-earnings ratio of 19.49, a PEG ratio of 1.24 and a beta of 1.58. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.75 and a current ratio of 1.93. The firm's 50-day simple moving average is $72.54 and its 200 day simple moving average is $78.53.

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

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were given a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion's previous quarterly dividend of $0.12. TransUnion's payout ratio is 13.85%.

Analysts Set New Price Targets

A number of analysts have commented on TRU shares. Wells Fargo & Company cut their price target on shares of TransUnion from $100.00 to $90.00 and set an "overweight" rating on the stock in a research report on Friday, February 13th. UBS Group cut their price objective on shares of TransUnion from $72.00 to $69.00 and set a "neutral" rating on the stock in a research report on Monday, April 13th. Needham & Company LLC reissued a "buy" rating and set a $95.00 price objective on shares of TransUnion in a research report on Wednesday. Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research report on Wednesday. Finally, Stifel Nicolaus cut their price objective on shares of TransUnion from $103.00 to $88.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $91.47.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 4,067 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the sale, the executive vice president owned 41,063 shares in the company, valued at approximately $3,177,044.31. This trade represents a 9.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the sale, the insider owned 89,711 shares of the company's stock, valued at approximately $6,279,770. This trade represents a 5.28% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,729 shares of company stock worth $1,031,619 in the last quarter. 0.37% of the stock is owned by insiders.

TransUnion 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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