TransUnion $TRU Shares Acquired by Mirabaud Asset Management Ltd

Mirabaud Asset Management Ltd increased its position in TransUnion (NYSE:TRU) by 49.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 76,844 shares of the business services provider’s stock after purchasing an additional 25,381 shares during the period. TransUnion accounts for about 3.4% of Mirabaud Asset Management Ltd’s holdings, making the stock its 11th biggest holding. Mirabaud Asset Management Ltd’s holdings in TransUnion were worth $7,221,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Allianz Asset Management GmbH lifted its holdings in shares of TransUnion by 202.1% in 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 purchasing an additional 109,662 shares during the last quarter. Principal Financial Group Inc. lifted its holdings in shares of TransUnion by 5,046.6% in 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 purchasing an additional 424,470 shares during the last quarter. Oregon Public Employees Retirement Fund purchased a new stake in shares of TransUnion in the 3rd quarter valued at about $3,284,000. Diamond Hill Capital Management Inc. lifted its holdings in shares of TransUnion by 7.8% in 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 purchasing an additional 24,641 shares during the last quarter. Finally, Spear Holdings RSC Ltd lifted its holdings in shares of TransUnion by 175.6% in the 3rd quarter. Spear Holdings RSC Ltd now owns 1,444,709 shares of the business services provider’s stock valued at $121,038,000 after purchasing an additional 920,525 shares during the last quarter.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a research note on Friday, February 13th. BMO Capital Markets raised TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Bank of America started coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Wells Fargo & Company lowered their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Finally, Stifel Nicolaus lowered their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $91.47.

Insiders Place Their Bets

In related news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $71.93, for a total value of $35,965.00. Following the completion of the transaction, the insider directly owned 55,263 shares in the company, valued at approximately $3,975,067.59. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of TransUnion stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $71.93, for a total value of $359,650.00. Following the completion of the transaction, the insider owned 84,711 shares of the company’s stock, valued at $6,093,262.23. This trade represents a 5.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,729 shares of company stock valued at $1,387,839 in the last three months. 0.37% of the stock is owned by insiders.

TransUnion Price Performance

Shares of TransUnion stock opened at $71.98 on Monday. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The stock has a market capitalization of $13.88 billion, a P/E ratio of 19.94, a PEG ratio of 1.26 and a beta of 1.57. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The business’s fifty day moving average price is $72.38 and its 200 day moving average price is $78.36.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The firm had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter last year, the firm earned $1.05 earnings per share. The firm’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, research analysts anticipate that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is presently 13.85%.

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.