Kornitzer Capital Management Inc. KS Sells 74,845 Shares of TransUnion $TRU

Key Points

• Kornitzer Capital Management trimmed its TransUnion stake by 33.1%, selling 74,845 shares and ending the quarter with 151,546 shares worth about $13.0 million (≈0.08% ownership).
• Company insiders sold a total of 13,729 shares (~$1.03 million) over the last quarter, including Steven M. Chaouki (5,000 shares under a Rule 10b5‑1 plan) and EVP Heather J. Russell (4,067 shares).
• TransUnion beat Q1 estimates with $1.18 EPS vs. $1.11 expected and $1.25B revenue (+13.7% YoY), gave Q2 2026 EPS guidance of $1.130–1.150, and raised its quarterly dividend to $0.125 ($0.50 annualized).

Kornitzer Capital Management Inc. KS decreased its stake in TransUnion (NYSE:TRU - Free Report) by 33.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 151,546 shares of the business services provider's stock after selling 74,845 shares during the period. Kornitzer Capital Management Inc. KS owned about 0.08% of TransUnion worth $12,995,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Eagle Bay Advisors LLC bought a new position in shares of TransUnion in the 4th quarter worth $25,000. Board of the Pension Protection Fund purchased a new stake in shares of TransUnion in the 4th quarter valued at $26,000. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. True Wealth Design LLC boosted its stake in shares of TransUnion by 200.8% in the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider's stock valued at $31,000 after purchasing an additional 245 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion in the 3rd quarter valued at $36,000.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of TransUnion stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the sale, the insider directly owned 89,711 shares of the company's stock, valued at approximately $6,279,770. The trade was a 5.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of TransUnion stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the sale, the executive vice president directly owned 41,063 shares in the company, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 13,729 shares of company stock valued at $1,031,619 over the last quarter. Company insiders own 0.37% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on TRU. Wall Street Zen cut shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Saturday, April 18th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $111.00 price objective on shares of TransUnion in a research note 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 for the company in a research note on Monday, April 13th. The Goldman Sachs Group cut their price objective on shares of TransUnion from $92.00 to $80.00 and set a "neutral" rating for the company in a research note on Friday, February 13th. Finally, Mizuho began coverage on shares of TransUnion in a research note on Thursday, April 16th. They issued a "neutral" rating and a $80.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $91.47.

TransUnion Trading Down 0.9%

Shares of TRU opened at $70.34 on Friday. The stock has a market capitalization of $13.57 billion, a P/E ratio of 19.49, a PEG ratio of 1.24 and a beta of 1.71. The company has a quick ratio of 1.75, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm has a fifty day simple moving average of $72.54 and a two-hundred day simple moving average of $78.53. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39.

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 during the quarter, compared to analysts' expectations of $1.21 billion. During the same quarter in the prior year, the company posted $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. On average, research analysts anticipate that TransUnion will post 4.21 EPS for the current year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a $0.125 dividend. This is a boost from TransUnion's previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. This represents a $0.50 annualized dividend and a yield of 0.7%. TransUnion's dividend payout ratio (DPR) is currently 13.85%.

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.

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.