TransUnion $TRU Stock Holdings Lessened by Swiss National Bank

Key Points

• Swiss National Bank trimmed its TransUnion stake by 4.8%, selling 28,300 shares to hold 562,400 shares (about 0.29% of the company) worth roughly $47.12 million at quarter-end.
• TransUnion beat quarterly estimates with $1.07 EPS (vs. $1.03) and $1.17B revenue (up 13% year-over-year) and issued FY2026 guidance of $4.63–4.71 EPS and Q1 2026 guidance of $1.08–1.10 EPS.
• Analysts hold a consensus of "Moderate Buy" with an average target of $94.54, though several firms recently lowered price targets (e.g., Goldman to $80, Stifel to $88, Wells Fargo to $90) while others reiterated buys.

Swiss National Bank cut its holdings in TransUnion (NYSE:TRU - Free Report) by 4.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 562,400 shares of the business services provider's stock after selling 28,300 shares during the period. Swiss National Bank owned about 0.29% of TransUnion worth $47,118,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of TRU. Allianz Asset Management GmbH grew 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 worth $13,732,000 after buying an additional 109,662 shares during the last quarter. Principal Financial Group Inc. increased its position in TransUnion by 5,046.6% in the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider's stock worth $36,267,000 after buying an additional 424,470 shares during the period. Oregon Public Employees Retirement Fund bought a new stake in TransUnion in the third quarter valued at $3,284,000. Diamond Hill Capital Management Inc. boosted its holdings in shares of TransUnion by 7.8% during the third 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 period. Finally, Allspring Global Investments Holdings LLC boosted its holdings in shares of TransUnion by 3.2% during the third 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 period.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a report on Friday, February 13th. The Goldman Sachs Group reduced their target price on shares of TransUnion from $92.00 to $80.00 and set a "neutral" rating for the company in a research note on Friday, February 13th. Stifel Nicolaus decreased their target price on shares of TransUnion from $103.00 to $88.00 and set a "buy" rating for the company in a research report on Friday, February 13th. Wells Fargo & Company cut their price target on TransUnion from $100.00 to $90.00 and set an "overweight" rating on the stock in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $94.54.

TransUnion Trading Down 2.8%

Shares of TransUnion stock opened at $69.61 on Friday. The business has a fifty day simple moving average of $78.44 and a 200-day simple moving average of $82.22. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The firm has a market cap of $13.41 billion, a price-to-earnings ratio of 30.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.70. 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 (NYSE:TRU - Get Free Report) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (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 analyst estimates of $1.13 billion. During the same period in the previous year, the company earned $0.97 earnings per share. TransUnion's revenue 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. On average, equities analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, February 26th. This is an increase from TransUnion's previous quarterly dividend of $0.12. TransUnion's payout ratio is presently 21.55%.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the sale, the insider directly owned 61,592 shares of the company's stock, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Jennifer A. Williams sold 1,679 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total transaction of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares of the company's stock, valued at $577,520. The trade was a 18.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 12,064 shares of company stock worth $988,292. Company insiders own 0.22% 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.

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