Corient Private Wealth LP Sells 26,515 Shares of TransUnion $TRU

Key Points

• Corient Private Wealth reduced its TransUnion stake by 20.4%, selling 26,515 shares and retaining 103,242 shares valued at approximately $7.45 million. Other institutions, including BlackRock and Jupiter Topco, established or increased positions.
• Wall Street remains broadly positive on TransUnion, with a consensus “Moderate Buy” rating and an average price target of $94.38, despite shares opening at $73.15 and trading down 2%.
• TransUnion reported quarterly results above expectations, with adjusted earnings of $1.23 per share and revenue of $1.31 billion, up 14.9% year over year. The company also declared a quarterly dividend of $0.125 per share, representing a 0.7% annualized yield.

Corient Private Wealth LP trimmed its position in shares of TransUnion (NYSE:TRU - Free Report) by 20.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 103,242 shares of the business services provider's stock after selling 26,515 shares during the quarter. Corient Private Wealth LP owned approximately 0.05% of TransUnion worth $7,448,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in TransUnion in the second quarter valued at $1,367,560,000. Independent Franchise Partners LLP raised its position in 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 purchasing an additional 4,561,619 shares during the last quarter. Van ECK Associates Corp lifted its holdings in TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider's stock worth $422,936,000 after buying an additional 323,149 shares during the period. Geode Capital Management LLC grew its position in shares of TransUnion by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 3,520,417 shares of the business services provider's stock valued at $301,012,000 after buying an additional 24,297 shares during the last quarter. Finally, Jupiter Topco LLC bought a new position in shares of TransUnion during the second quarter worth about $280,292,000.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on TRU. Stifel Nicolaus upped their price objective on shares of TransUnion from $88.00 to $96.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. BNP Paribas Exane raised shares of TransUnion from a "neutral" rating to an "outperform" rating in a research note on Tuesday, July 28th. BMO Capital Markets boosted their target price on shares of TransUnion from $85.00 to $98.00 and gave the company an "outperform" rating in a report on Wednesday, July 29th. Barclays upped their price target on shares of TransUnion from $80.00 to $85.00 and gave the company an "equal weight" rating in a research report on Wednesday, July 29th. Finally, Robert W. Baird lifted their price objective on TransUnion from $108.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $94.38.

Insider Buying and Selling at TransUnion

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares in the company, 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the business's stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the sale, the insider owned 89,906 shares of the company's stock, valued at $6,530,771.84. This trade represents a 10.01% 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 sold 73,697 shares of company stock worth $5,861,807 in the last quarter. Company insiders own 0.37% of the company's stock.

TransUnion Stock Down 2.0%

Shares of NYSE TRU opened at $73.15 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. The firm has a market cap of $14.01 billion, a PE ratio of 19.30, a P/E/G ratio of 1.23 and a beta of 1.54. The company's fifty day simple moving average is $79.92 and its 200 day simple moving average is $74.25. TransUnion has a 12-month low of $63.37 and a 12-month high of $94.23.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business's revenue was up 14.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.08 earnings per share. 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 forecast that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion's dividend payout ratio is 13.19%.

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.

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