TransUnion $TRU Shares Sold by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. cut its TransUnion stake by 64.7% in Q4, selling 167,122 shares and retaining 91,200 shares valued at $7.82 million.
• TransUnion topped Q4 estimates with $1.07 EPS (vs. $1.03) and $1.17B revenue (+13% Y/Y), provided FY2026 EPS guidance of 4.63–4.71, and holds a consensus analyst rating of Moderate Buy with a $93.43 target.
• Corporate insiders have sold 11,746 shares (~$872,979) in the past three months, leaving insiders with about 0.37% ownership of the company.

Robeco Institutional Asset Management B.V. trimmed its holdings in TransUnion (NYSE:TRU - Free Report) by 64.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 91,200 shares of the business services provider's stock after selling 167,122 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in TransUnion were worth $7,820,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Covestor Ltd lifted its holdings in TransUnion by 20.9% in the 3rd quarter. Covestor Ltd now owns 735 shares of the business services provider's stock valued at $62,000 after acquiring an additional 127 shares during the last quarter. DAVENPORT & Co LLC lifted its holdings in TransUnion by 0.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider's stock valued at $2,779,000 after acquiring an additional 137 shares during the last quarter. Rovin Capital UT ADV lifted its holdings in TransUnion by 2.3% in the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider's stock valued at $537,000 after acquiring an additional 147 shares during the last quarter. Cornerstone Investment Partners LLC lifted its holdings in TransUnion by 1.7% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider's stock valued at $860,000 after acquiring an additional 167 shares during the last quarter. Finally, One Wealth Advisors LLC lifted its holdings in TransUnion by 7.3% in the 3rd quarter. One Wealth Advisors LLC now owns 2,622 shares of the business services provider's stock valued at $220,000 after acquiring an additional 179 shares during the last quarter.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TRU. BMO Capital Markets raised shares of TransUnion to a "strong-buy" rating in a report on Friday, January 23rd. Stifel Nicolaus cut their price target on shares of TransUnion from $103.00 to $88.00 and set a "buy" rating for the company in a report on Friday, February 13th. Weiss Ratings restated a "hold (c)" rating on shares of TransUnion in a report on Wednesday, January 21st. The Goldman Sachs Group cut their price objective on TransUnion from $92.00 to $80.00 and set a "neutral" rating on the stock in a report on Friday, February 13th. Finally, Robert W. Baird set a $107.00 price objective on TransUnion in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $93.43.

TransUnion Trading Up 3.1%

NYSE:TRU opened at $74.66 on Thursday. The stock's 50 day moving average price is $72.49 and its 200 day moving average price is $78.93. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a market capitalization of $14.40 billion, a P/E ratio of 32.18, a P/E/G ratio of 1.33 and a beta of 1.71. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter in the prior year, the company posted $0.97 earnings per share. The firm'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, research analysts forecast that TransUnion will post 3.99 EPS for the current fiscal 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 an increase from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. TransUnion's dividend payout ratio is currently 21.55%.

Insider Transactions at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total value of $134,320.00. Following the transaction, the chief accounting officer owned 7,219 shares in the company, valued at approximately $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 accessible through this link. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the transaction, the insider owned 89,711 shares in the company, valued at $6,279,770. This represents a 5.28% 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. Over the last three months, insiders have sold 11,746 shares of company stock worth $872,979. Corporate insiders own 0.37% of the company's stock.

TransUnion Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.