Dockside LLC Buys New Position in TransUnion $TRU

Key Points

• Dockside LLC acquired 21,396 TransUnion shares in the second quarter, valued at approximately $1.54 million. Other institutional investors, including Dodge & Cox, State Street and Invesco, also increased or initiated positions.
• TransUnion exceeded quarterly expectations, reporting $1.23 in EPS and $1.31 billion in revenue, with revenue up 14.9% year over year. The company declared a quarterly dividend of $0.125 per share, equal to a 0.6% annualized yield.
• Shares opened at $80.37, while analysts maintain a “Moderate Buy” consensus and an average price target of $94.38. Insiders sold 58,773 shares worth $4.62 million over the past three months.

Dockside LLC bought a new position in shares of TransUnion (NYSE:TRU - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 21,396 shares of the business services provider's stock, valued at approximately $1,544,000.

Several other institutional investors have also recently added to or reduced their stakes in TRU. Dodge & Cox acquired a new stake in shares of TransUnion during the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP lifted its position in shares of 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 valued at $783,489,000 after acquiring an additional 4,561,619 shares during the period. State Street Corp lifted its position in shares of TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider's stock valued at $568,177,000 after acquiring an additional 2,600,425 shares during the period. Invesco Ltd. boosted its stake in TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider's stock worth $220,993,000 after acquiring an additional 2,059,177 shares in the last quarter. Finally, Vulcan Value Partners LLC bought a new position in TransUnion during the fourth quarter worth $91,043,000.

Insiders Place Their Bets

In related news, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the sale, the chief accounting officer directly owned 5,843 shares of the company's stock, valued at approximately $467,440. This represents a 14.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 950 shares of TransUnion stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total transaction of $75,962.00. Following the transaction, the insider directly owned 63,849 shares in the company, valued at $5,105,366.04. This represents a 1.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 58,773 shares of company stock worth $4,615,228 in the last three months. 0.37% of the stock is owned by corporate insiders.

TransUnion Trading Down 0.9%

TRU opened at $80.37 on Friday. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50. The firm has a market capitalization of $15.40 billion, a PE ratio of 21.21, a P/E/G ratio of 1.34 and a beta of 1.53. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The company's 50-day moving average is $74.83 and its 200 day moving average is $73.29.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion during 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 company's quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. As a group, research analysts predict that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

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

Wall Street Analyst Weigh In

Several research firms have weighed in on TRU. Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 9th. Griffin Securities set a $98.00 target price on TransUnion in a research note on Wednesday, July 29th. The Goldman Sachs Group reaffirmed a "neutral" rating and issued a $82.00 target price on shares of TransUnion in a research report on Tuesday, July 28th. Morgan Stanley reaffirmed an "overweight" rating and set a $106.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. Finally, Robert W. Baird increased their price target on TransUnion from $108.00 to $115.00 and gave the stock an "outperform" rating in a report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $94.38.

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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