National Pension Service Increases Position in TransUnion $TRU

Key Points

• National Pension Service increased its TransUnion stake by 174.8% in the second quarter, acquiring 20,860 additional shares and bringing its holdings to 32,791 shares valued at approximately $2.37 million.
• TransUnion reported quarterly earnings of $1.23 per share and revenue of $1.31 billion, exceeding analyst estimates; revenue rose 14.9% year over year. The company issued third-quarter 2026 EPS guidance of $1.18–$1.21.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $94.38 versus the stock’s reported $77.74 price. TransUnion also pays a quarterly dividend of $0.125 per share, yielding 0.6% annually.

National Pension Service boosted its position in TransUnion (NYSE:TRU - Free Report) by 174.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,791 shares of the business services provider's stock after acquiring an additional 20,860 shares during the quarter. National Pension Service's holdings in TransUnion were worth $2,366,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its position 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 valued at $26,000 after purchasing an additional 290 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in TransUnion in the third quarter worth approximately $36,000. Osterweis Capital Management Inc. purchased a new stake in TransUnion in the second quarter worth approximately $45,000. EverSource Wealth Advisors LLC grew its position in TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock valued at $46,000 after acquiring an additional 197 shares during the last quarter. Finally, Essential Partners LLC grew its position in TransUnion by 63.7% during the first quarter. Essential Partners LLC now owns 609 shares of the business services provider's stock valued at $42,000 after acquiring an additional 237 shares during the last quarter.

TransUnion Price Performance

TRU opened at $77.74 on Monday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50. The stock has a market capitalization of $14.90 billion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 1.28 and a beta of 1.54. The stock's 50 day moving average price is $80.07 and its 200-day moving average price is $74.24.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts' consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm's revenue was up 14.9% on a year-over-year basis. During the same quarter last 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. On average, equities research analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion's payout ratio is presently 13.19%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on TRU. Weiss Ratings upgraded shares of TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a report on Thursday, August 13th. Morgan Stanley reiterated an "overweight" rating and issued a $106.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. BNP Paribas Exane upgraded shares of TransUnion from a "neutral" rating to an "outperform" rating in a research report on Tuesday, July 28th. Griffin Securities set a $98.00 price objective on TransUnion in a research note on Wednesday, July 29th. Finally, Mizuho decreased their price objective on TransUnion from $88.00 to $77.00 and set a "neutral" rating on the stock in a report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $94.38.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the transaction, the insider owned 89,906 shares in the company, valued at approximately $6,530,771.84. This represents a 10.01% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the 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 completion of the transaction, the executive vice president directly owned 57,182 shares of the company's stock, valued at $4,860,470. This represents a 29.12% decrease in their position. 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 49,160 shares of company stock valued at $3,969,871 over the last three months. Corporate insiders own 0.37% of the company's stock.

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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