Man Group plc Invests $2.36 Million in TransUnion $TRU

Key Points

• Man Group initiated a $2.36 million position in TransUnion by purchasing 32,726 shares during the second quarter, while several other institutional investors also increased or established holdings.
• TransUnion reported quarterly EPS of $1.23, exceeding estimates of $1.16, while revenue rose 14.9% year over year to $1.31 billion. The company issued third-quarter EPS guidance of $1.18–$1.21 and full-year guidance of $4.75–$4.83.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $94.38 versus the stock’s reported $83.71 price. TransUnion also declared a quarterly dividend of $0.125 per share, while insiders sold approximately $3.8 million in stock over the last quarter.

Man Group plc bought a new position in shares of TransUnion (NYSE:TRU - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 32,726 shares of the business services provider's stock, valued at approximately $2,361,000.

Several other institutional investors have also recently bought and sold shares of the business. Mirabaud Asset Management Ltd raised its position in TransUnion by 49.3% in the 4th quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider's stock valued at $7,221,000 after buying an additional 25,381 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. raised its holdings in shares of TransUnion by 18.6% in the fourth quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider's stock valued at $25,078,000 after purchasing an additional 45,840 shares during the last quarter. BNP Paribas Financial Markets boosted its holdings in TransUnion by 280.6% during the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider's stock worth $23,114,000 after purchasing an additional 198,726 shares during the last quarter. PBCay One RSC Ltd purchased a new position in TransUnion during the fourth quarter worth about $52,131,000. Finally, Norges Bank bought a new stake in TransUnion in the 4th quarter worth about $89,069,000.

TransUnion Stock Performance

Shares of TRU stock opened at $83.71 on Wednesday. The stock has a market capitalization of $16.04 billion, a P/E ratio of 22.09, a PEG ratio of 1.40 and a beta of 1.54. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm's 50 day moving average is $78.95 and its 200 day moving average is $73.94. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share 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 analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. TransUnion's revenue was up 14.9% compared to the same quarter last year. During the same period 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. On average, sell-side analysts anticipate that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently disclosed 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 of this dividend is Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. TransUnion's dividend payout ratio is 13.19%.

Insiders Place Their Bets

In other TransUnion news, CAO Jennifer A. Williams sold 1,070 shares of TransUnion stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total transaction of $90,489.90. Following the completion of the transaction, the chief accounting officer owned 4,327 shares of the company's stock, valued at $365,934.39. The trade was a 19.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the company's stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the sale, the executive vice president owned 57,182 shares in the company, valued at approximately $4,860,470. This represents a 29.12% decrease in their ownership of the stock. 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 have sold 47,160 shares of company stock worth $3,801,031 over the last quarter. Insiders own 0.37% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on TRU. Griffin Securities set a $98.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Mizuho dropped their target price on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating on the stock in a research note on Thursday, July 2nd. Weiss Ratings raised shares of TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, August 13th. Wall Street Zen upgraded shares of TransUnion from a "hold" rating to a "buy" rating in a research note on Saturday. Finally, BMO Capital Markets upped their price objective on TransUnion from $85.00 to $98.00 and gave the company an "outperform" rating in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat.com, TransUnion currently has an average 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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