Thornburg Investment Management Inc. Has $9.99 Million Stake in TransUnion $TRU

Key Points

• Thornburg Investment Management reduced its TransUnion stake by 8.6% in the second quarter, selling 13,060 shares and retaining 138,545 shares valued at approximately $9.99 million.
• Analysts maintain a “Moderate Buy” consensus on TransUnion, with 10 Buy ratings and six Holds and an average price target of $94.38.
• TransUnion exceeded quarterly earnings and revenue expectations, reporting $1.23 in EPS and $1.31 billion in revenue, while declaring a quarterly dividend of $0.125 per share.

Thornburg Investment Management Inc. reduced its stake in shares of TransUnion (NYSE:TRU - Free Report) by 8.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 138,545 shares of the business services provider's stock after selling 13,060 shares during the quarter. Thornburg Investment Management Inc. owned about 0.07% of TransUnion worth $9,995,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of TRU. Global Retirement Partners LLC boosted its position in TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider's stock valued at $59,000 after buying an additional 143 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its position in shares of TransUnion by 14.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider's stock worth $82,000 after acquiring an additional 152 shares during the last quarter. CIBC Asset Management Inc raised its position in shares of TransUnion by 2.2% during the fourth quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider's stock worth $734,000 after acquiring an additional 182 shares during the last quarter. Parallel Advisors LLC lifted its stake in shares of TransUnion by 29.5% during the fourth quarter. Parallel Advisors LLC now owns 829 shares of the business services provider's stock valued at $71,000 after acquiring an additional 189 shares during the period. Finally, IHT Wealth Management LLC lifted its stake in shares of TransUnion by 7.9% during the fourth quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider's stock valued at $228,000 after acquiring an additional 195 shares during the period.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on TRU. Griffin Securities set a $98.00 price objective on TransUnion in a research report on Wednesday, July 29th. UBS Group upped their target price on shares of TransUnion from $72.00 to $77.00 and gave the company a "neutral" rating in a research report on Thursday, July 2nd. Needham & Company LLC lifted their price target on shares of TransUnion from $95.00 to $100.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Stifel Nicolaus boosted their price target on shares of TransUnion from $88.00 to $96.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Finally, Mizuho reduced their price objective 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. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $94.38.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $726,400.00. Following the completion of the transaction, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 52,090 shares of company stock valued at $4,134,921. 0.37% of the stock is currently owned by insiders.

TransUnion Stock Up 1.2%

Shares of TransUnion stock opened at $85.68 on Friday. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50. The business has a 50-day moving average of $78.18 and a two-hundred day moving average of $73.78. The company has a market capitalization of $16.42 billion, a P/E ratio of 22.61, a price-to-earnings-growth ratio of 1.41 and a beta of 1.53. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

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 the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business had revenue of $1.31 billion for the quarter, compared to analysts' expectations of $1.28 billion. During the same quarter in the previous year, the business posted $1.08 EPS. TransUnion's revenue for the quarter was up 14.9% on a year-over-year basis. 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, equities analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be paid a $0.125 dividend. 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 payout ratio is presently 13.19%.

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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