TransUnion $TRU Shares Acquired by Ninety One UK Ltd

Key Points

• Ninety One UK Ltd increased its TransUnion stake by 20.6% in the third quarter, purchasing 689,649 additional shares and bringing its holdings to 4.04 million shares, worth approximately $247.2 million.
• TransUnion shares recently rose 9.1% to $73.02. The company reported quarterly adjusted earnings of $1.23 per share and revenue of $1.31 billion, both ahead of analyst expectations, while revenue grew 14.9% year over year.
• Analysts maintain a generally positive outlook, with nine Buy ratings and six Holds and an average price target of $91.13. TransUnion also pays a quarterly dividend of $0.125, equivalent to a 0.7% annual yield.

Ninety One UK Ltd lifted its position in TransUnion (NYSE:TRU - Free Report) by 20.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,044,338 shares of the business services provider's stock after purchasing an additional 689,649 shares during the quarter. Ninety One UK Ltd owned 2.11% of TransUnion worth $247,190,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its stake in TransUnion by 12.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider's stock valued at $86,000 after purchasing an additional 132 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its holdings 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 valued at $82,000 after purchasing an additional 152 shares during the period. Raiffeisen Bank International AG boosted its position in shares of TransUnion by 2.0% during the 2nd quarter. Raiffeisen Bank International AG now owns 9,468 shares of the business services provider's stock worth $680,000 after purchasing an additional 187 shares in the last quarter. Applied Finance Capital Management LLC boosted its position in shares of TransUnion by 4.7% during the 1st quarter. Applied Finance Capital Management LLC now owns 4,576 shares of the business services provider's stock worth $317,000 after purchasing an additional 204 shares in the last quarter. Finally, Parallel Advisors LLC boosted its position in shares of TransUnion by 26.7% during the 1st quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider's stock worth $73,000 after purchasing an additional 221 shares in the last quarter.

TransUnion Stock Up 9.1%

Shares of TRU traded up $6.08 on Thursday, reaching $73.02. The company's stock had a trading volume of 1,518,854 shares, compared to its average volume of 2,499,733. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a twelve month low of $60.96 and a twelve month high of $89.12. The stock has a market capitalization of $13.99 billion, a PE ratio of 19.23, a PEG ratio of 1.15 and a beta of 1.58. The firm has a fifty day moving average of $75.33 and a 200-day moving average of $73.35.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings results 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. The business had revenue of $1.31 billion for 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 for the quarter was up 14.9% compared to the same quarter last year. During the same quarter last year, the firm 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. Equities analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were issued a $0.1250 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, August 20th. TransUnion's dividend payout ratio (DPR) is currently 13.19%.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TRU. Stifel Nicolaus raised their target price on TransUnion from $88.00 to $96.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. Barclays dropped their price target on TransUnion from $85.00 to $70.00 and set an "equal weight" rating on the stock in a research note on Friday, October 2nd. Morgan Stanley cut their price target on TransUnion from $106.00 to $97.00 and set an "overweight" rating on the stock in a report on Tuesday. The Goldman Sachs Group cut their target price on TransUnion from $77.00 to $68.00 and set a "neutral" rating on the stock in a report on Friday, October 2nd. Finally, Mizuho reduced their price target on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating for the company in a research report on Thursday, July 2nd. Nine analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $91.13.

Insider Buying and Selling

In related news, 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 transaction 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. The trade was a 29.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction that occurred on Thursday, September 10th. The shares were 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 in the company, valued at approximately $15,162,224. The trade was a 10.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 62,975 shares of company stock valued at $5,062,870. 0.37% of the stock is currently owned by company insiders.

TransUnion Profile

TransUnion NYSE: TRU is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.

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