Corient Private Wealth LP Makes New $7.52 Million Investment in TransUnion $TRU

Key Points

• Corient Private Wealth LP initiated a $7.52 million position in TransUnion during the second quarter, while several other institutions—including Bank of America and Bamco—also acquired new stakes.
• TransUnion exceeded quarterly expectations, reporting $1.23 in adjusted EPS and $1.31 billion in revenue, up 14.9% year over year. The company guided to third-quarter 2026 EPS of $1.18–$1.21 and full-year EPS of $4.75–$4.83.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $94.38; recent targets range as high as $115. TransUnion also declared a quarterly dividend of $0.125 per share.

Corient Private Wealth LP bought a new position in shares of TransUnion (NYSE:TRU - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 104,227 shares of the business services provider's stock, valued at approximately $7,519,000. Corient Private Wealth LP owned approximately 0.05% of TransUnion at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Azora Capital LP acquired a new stake in shares of TransUnion during the 2nd quarter valued at approximately $20,338,000. Bamco Inc. NY purchased a new stake in shares of TransUnion in the second quarter valued at $39,247,000. Bank of America Corp DE purchased a new position in TransUnion in the 2nd quarter valued at about $112,747,000. Freestone Grove Partners LP acquired a new stake in TransUnion during the second quarter worth approximately $44,103,000. Finally, Man Group plc purchased a new stake in TransUnion in the 2nd quarter worth approximately $2,361,000.

TransUnion Stock Up 0.0%

Shares of NYSE TRU opened at $85.68 on Monday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50. The stock's 50-day simple moving average is $78.18 and its 200-day simple moving average is $73.77. The firm has a market cap of $16.42 billion, a price-to-earnings ratio of 22.61, a PEG ratio of 1.41 and a beta of 1.53.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating 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 firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the prior year, the business posted $1.08 earnings per share. TransUnion'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. As a group, equities analysts anticipate that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, August 20th. TransUnion's dividend payout ratio is 13.19%.

Insider Activity at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the transaction, the insider directly owned 64,634 shares in the company, valued at $4,695,013.76. This represents a 1.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the transaction, the chief accounting officer owned 5,843 shares in the company, valued at $467,440. This trade represents a 14.26% decrease in their ownership of the stock. 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. In the last 90 days, insiders sold 46,090 shares of company stock worth $3,710,541. 0.37% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Needham & Company LLC increased their price target on TransUnion from $95.00 to $100.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Wall Street Zen raised TransUnion from a "hold" rating to a "buy" rating in a research report on Saturday. Wells Fargo & Company upped their target price on TransUnion from $90.00 to $102.00 and gave the company an "overweight" rating in a research note on Wednesday, July 29th. Robert W. Baird increased their target price on TransUnion from $108.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. Finally, Morgan Stanley reissued an "overweight" rating and issued a $106.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $94.38.

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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