Munich Reinsurance Co Stock Corp in Munich Invests $2.58 Million in TransUnion $TRU

Key Points

• Munich Reinsurance purchased 35,708 TransUnion shares worth approximately $2.58 million in the second quarter, while several other institutional investors also increased their positions.
• Analysts remain broadly positive, with 10 Buy ratings and six Holds, an average “Moderate Buy” rating, and a consensus price target of $94.38. Several firms recently raised their targets, including Robert W. Baird to $115.
• TransUnion exceeded quarterly earnings and revenue estimates, reporting $1.23 in EPS and $1.31 billion in revenue, up 14.9% year over year. The company also declared a $0.125 quarterly dividend, equivalent to a 0.6% annual yield.

Munich Reinsurance Co Stock Corp in Munich purchased a new position in shares of TransUnion (NYSE:TRU - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 35,708 shares of the business services provider's stock, valued at approximately $2,576,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock worth $26,000 after buying an additional 290 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion in the third quarter valued at approximately $36,000. Essential Partners LLC grew its holdings in TransUnion by 63.7% during the first quarter. Essential Partners LLC now owns 609 shares of the business services provider's stock worth $42,000 after acquiring an additional 237 shares during the period. Osterweis Capital Management Inc. acquired a new position in TransUnion during the second quarter worth $45,000. Finally, EverSource Wealth Advisors LLC raised its position in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock worth $46,000 after acquiring an additional 197 shares in the last quarter.

Insiders Place Their Bets

In other news, CAO Jennifer Williams sold 1,070 shares of the firm's stock in a transaction that occurred on Monday, August 31st. The shares were 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 directly owned 4,327 shares of the company's stock, valued at $365,934.39. This trade represents a 19.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction that occurred 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 owned 57,182 shares of the company's stock, valued at $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. Over the last ninety days, insiders sold 49,160 shares of company stock valued at $3,969,871. Corporate insiders own 0.37% of the company's stock.

Analysts Set New Price Targets

TRU has been the topic of several research analyst reports. Weiss Ratings upgraded shares of TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, August 13th. Wells Fargo & Company raised their price objective on shares of TransUnion from $90.00 to $102.00 and gave the company an "overweight" 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 report on Tuesday, July 28th. Robert W. Baird upped their target price on shares of TransUnion from $108.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. Finally, BMO Capital Markets lifted their price target on shares of TransUnion from $85.00 to $98.00 and gave the company 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 issued a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $94.38.

TransUnion Trading Down 5.9%

Shares of TRU stock opened at $79.89 on Friday. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50. The stock has a market cap of $15.31 billion, a P/E ratio of 21.08, a P/E/G ratio of 1.40 and a beta of 1.54. The business has a fifty day simple moving average of $79.78 and a 200-day simple moving average of $74.14. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

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

TransUnion Dividend Announcement

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

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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