TransUnion $TRU Shares Sold by AEGON ASSET MANAGEMENT UK Plc

Key Points

• AEGON ASSET MANAGEMENT UK Plc reduced its TransUnion stake by 33.7%, selling 33,586 shares in Q4 and now holding 65,934 shares worth about $5.65 million.
• TransUnion beat quarterly expectations, reporting $1.07 EPS vs. $1.03 consensus and $1.17B in revenue (up 13% YoY), set FY2026 guidance at $4.63–4.71 EPS and raised the quarterly dividend to $0.125 ($0.50 annual).
• Insider selling is underway — CAO Jennifer A. Williams and EVP Heather J. Russell sold 1,679 and 1,983 shares respectively, with insiders offloading 13,729 shares (~$1.03M) in the last 90 days; company insiders now own 0.37% of the stock.

AEGON ASSET MANAGEMENT UK Plc reduced its position in TransUnion (NYSE:TRU - Free Report) by 33.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 65,934 shares of the business services provider's stock after selling 33,586 shares during the period. AEGON ASSET MANAGEMENT UK Plc's holdings in TransUnion were worth $5,653,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of TRU. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion during the fourth quarter worth approximately $25,000. Board of the Pension Protection Fund acquired a new stake in shares of TransUnion in the 4th quarter valued at about $26,000. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% in 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 in the last quarter. True Wealth Design LLC lifted its holdings in TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider's stock worth $31,000 after buying an additional 245 shares during the last quarter. Finally, Measured Wealth Private Client Group LLC bought a new position in TransUnion during the third quarter worth $36,000.

Insider Transactions at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the transaction, the chief accounting officer directly owned 7,219 shares of the company's stock, valued at $577,520. This represents a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Heather J. Russell sold 1,983 shares of the company's stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $80.00, for a total transaction of $158,640.00. Following the sale, the executive vice president directly owned 39,080 shares of the company's stock, valued at approximately $3,126,400. This represents a 4.83% decrease in their ownership of the stock. 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. Insiders sold 13,729 shares of company stock valued at $1,031,619 over the last 90 days. Company insiders own 0.37% of the company's stock.

TransUnion Stock Up 0.2%

TRU stock opened at $72.74 on Monday. The firm's 50-day moving average is $72.90 and its two-hundred day moving average is $78.75. The company has a market capitalization of $14.04 billion, a price-to-earnings ratio of 31.36, a price-to-earnings-growth ratio of 1.29 and a beta of 1.71. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts' expectations of $1.13 billion. During the same period last year, the firm posted $0.97 earnings per share. The business's revenue was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, analysts forecast that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. This is a positive change from TransUnion's previous quarterly dividend of $0.12. TransUnion's payout ratio is currently 21.55%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. The Goldman Sachs Group lowered their price objective on shares of TransUnion from $92.00 to $80.00 and set a "neutral" rating for the company in a research report on Friday, February 13th. BMO Capital Markets raised shares of TransUnion to a "strong-buy" rating in a report on Friday, January 23rd. Mizuho started coverage on TransUnion in a report on Thursday, April 16th. They set a "neutral" rating and a $80.00 target price for the company. Robert W. Baird set a $107.00 price objective on TransUnion in a research note on Friday, February 13th. Finally, Wells Fargo & Company dropped their target price on TransUnion from $100.00 to $90.00 and set an "overweight" rating on the stock in a research report on Friday, February 13th. One 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's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $92.53.

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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