Nykredit A S Makes New $3.89 Million Investment in TransUnion $TRU

Key Points

• Nykredit A/S invested approximately $3.89 million in TransUnion during the second quarter, purchasing 53,917 shares. Several other institutional investors also increased their positions, including Dimensional Fund Advisors and BNP Paribas Financial Markets.
• TransUnion reported quarterly EPS of $1.23, beating estimates by $0.07, while revenue rose 14.9% year over year to $1.31 billion. The company issued Q3 2026 EPS guidance of $1.18–$1.21 and full-year guidance of $4.75–$4.83.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $94.69 target price versus the stock’s reported $71.98 opening price. Company insiders, however, sold 73,697 shares worth approximately $5.86 million over the prior 90 days.

Nykredit A S bought a new stake in shares of TransUnion (NYSE:TRU - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 53,917 shares of the business services provider's stock, valued at approximately $3,890,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Financiere des Professionnels Fonds d investissement inc. increased its stake in TransUnion by 18.6% in the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider's stock worth $25,078,000 after acquiring an additional 45,840 shares during the last quarter. BNP Paribas Financial Markets boosted its position in shares of TransUnion by 280.6% during the 4th quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider's stock valued at $23,114,000 after acquiring an additional 198,726 shares during the last quarter. Norges Bank purchased a new position in shares of TransUnion during the fourth quarter worth about $89,069,000. Vestcor Inc grew its holdings in shares of TransUnion by 664.0% during the fourth quarter. Vestcor Inc now owns 28,765 shares of the business services provider's stock worth $2,467,000 after purchasing an additional 25,000 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in shares of TransUnion by 20.4% in the first quarter. Dimensional Fund Advisors LP now owns 2,498,573 shares of the business services provider's stock worth $172,843,000 after purchasing an additional 423,286 shares during the last quarter.

Insider Buying and Selling

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the transaction, the executive vice president directly owned 196,912 shares of the company's stock, valued at $15,162,224. The trade was a 10.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Mohamed Abdelsadek sold 1,250 shares of the business's stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $79.07, for a total value of $98,837.50. Following the completion of the sale, the executive vice president owned 53,431 shares of the company's stock, valued at $4,224,789.17. The trade was a 2.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 73,697 shares of company stock worth $5,861,807 in the last 90 days. 0.37% of the stock is currently owned by company insiders.

TransUnion Trading Up 0.8%

TRU stock opened at $71.98 on Wednesday. The company has a market capitalization of $13.79 billion, a PE ratio of 18.99, a price-to-earnings-growth ratio of 1.18 and a beta of 1.54. 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 one year low of $63.37 and a one year high of $89.12. The company's 50 day moving average price is $79.71 and its two-hundred day moving average price is $74.11.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings data 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 company had revenue of $1.31 billion during the quarter, compared to analysts' expectations of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm's revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the company 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, analysts predict that TransUnion will post 4.23 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were issued a $0.125 dividend. The ex-dividend date was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion's payout ratio is currently 13.19%.

Wall Street Analyst Weigh In

Several brokerages have issued reports on TRU. Morgan Stanley reiterated an "overweight" rating and set a $106.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. UBS Group decreased their price target on shares of TransUnion from $88.00 to $82.00 and set a "neutral" rating on the stock in a report on Monday. Weiss Ratings upgraded shares of TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, August 13th. BNP Paribas Exane raised shares of TransUnion from a "neutral" rating to an "outperform" rating in a report on Tuesday, July 28th. Finally, Stifel Nicolaus upped their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $94.69.

TransUnion 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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