TransUnion $TRU Position Lifted by Copeland Capital Management LLC

Key Points

• Copeland Capital Management increased its stake in TransUnion by 32.6% in Q4 to 367,393 shares (about $31.5 million), joining several other institutional investors who also added to their positions.
• TransUnion beat Q4 estimates with $1.07 EPS (vs. $1.03 expected) and $1.17B revenue (+13% YoY) and issued FY2026 guidance of $4.63–$4.71 EPS (Q1 guidance 1.08–1.10).
• Analysts hold a consensus rating of "Moderate Buy" with an average price target of $92.53, while TRU trades around $73.09 and has a market cap of $14.1 billion, implying potential upside to the consensus target.

Copeland Capital Management LLC raised its stake in shares of TransUnion (NYSE:TRU - Free Report) by 32.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 367,393 shares of the business services provider's stock after acquiring an additional 90,390 shares during the quarter. Copeland Capital Management LLC owned approximately 0.19% of TransUnion worth $31,504,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Allianz Asset Management GmbH boosted its stake in TransUnion by 202.1% during the 3rd quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider's stock valued at $13,732,000 after acquiring an additional 109,662 shares during the last quarter. Principal Financial Group Inc. boosted its stake in TransUnion by 5,046.6% during the 3rd quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider's stock valued at $36,267,000 after acquiring an additional 424,470 shares during the last quarter. Oregon Public Employees Retirement Fund bought a new position in TransUnion during the 3rd quarter valued at $3,284,000. Diamond Hill Capital Management Inc. boosted its stake in TransUnion by 7.8% during the 3rd quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider's stock valued at $28,648,000 after acquiring an additional 24,641 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC boosted its stake in TransUnion by 3.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider's stock valued at $37,375,000 after acquiring an additional 13,952 shares during the last quarter.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Weiss Ratings reiterated a "hold (c)" rating on shares of TransUnion in a research note on Monday. Needham & Company LLC reduced their price target on shares of TransUnion from $115.00 to $95.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. Mizuho initiated coverage on shares of TransUnion in a research report on Thursday, April 16th. They issued a "neutral" rating and a $80.00 price target on the stock. BMO Capital Markets upgraded shares of TransUnion to a "strong-buy" rating in a research report on Friday, January 23rd. Finally, Morgan Stanley reduced their price target on shares of TransUnion from $105.00 to $100.00 and set an "overweight" rating on the stock in a research report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $92.53.

TransUnion Stock Down 1.2%

TRU stock opened at $73.09 on Friday. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The firm's 50-day simple moving average is $72.92 and its 200 day simple moving average is $78.76. The stock has a market cap of $14.10 billion, a PE ratio of 31.51, a price-to-earnings-growth ratio of 1.32 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts' consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business had revenue of $1.17 billion for the quarter, compared to analysts' expectations of $1.13 billion. During the same quarter last year, the company earned $0.97 EPS. The company's revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, sell-side analysts predict that TransUnion will post 4.21 EPS for the current year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were issued a $0.125 dividend. This is a boost from TransUnion's previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion's dividend payout ratio is 21.55%.

Insider Activity

In related news, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares of the company's stock, valued at $577,520. This trade represents a 18.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 5,000 shares of the firm's stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider directly owned 89,711 shares in the company, valued at approximately $6,279,770. The trade was a 5.28% 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 sold 13,729 shares of company stock worth $1,031,619 in the last 90 days. 0.37% of the stock is currently owned by insiders.

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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