Wellspring Financial Advisors LLC Takes Position in TransUnion $TRU

Wellspring Financial Advisors LLC purchased a new position in TransUnion (NYSE:TRU) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 9,270 shares of the business services provider’s stock, valued at approximately $795,000.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after purchasing an additional 517,098 shares in the last quarter. State Street Corp grew its stake in shares of TransUnion by 62.2% in the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after acquiring an additional 2,600,425 shares during the period. Bessemer Group Inc. grew its stake in shares of TransUnion by 5.8% in the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after acquiring an additional 205,449 shares during the period. Ninety One UK Ltd grew its stake in shares of TransUnion by 1.9% in the fourth quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock worth $308,877,000 after acquiring an additional 65,612 shares during the period. Finally, Geode Capital Management LLC grew its stake in shares of TransUnion by 0.7% in the fourth quarter. Geode Capital Management LLC now owns 3,520,417 shares of the business services provider’s stock worth $301,012,000 after acquiring an additional 24,297 shares during the period.

Insider Buying and Selling at TransUnion

In other news, EVP Heather J. Russell sold 6,683 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 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 that occurred on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider directly owned 89,711 shares in the company, valued at approximately $6,279,770. The trade was a 5.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 25,666 shares of company stock worth $1,843,542 over the last quarter. Insiders own 0.37% of the company’s stock.

TransUnion Stock Performance

TRU opened at $68.10 on Thursday. The stock has a market capitalization of $13.13 billion, a price-to-earnings ratio of 18.86, a PEG ratio of 1.23 and a beta of 1.56. The company has a fifty day moving average of $70.84 and a 200 day moving average of $76.42. TransUnion has a fifty-two week low of $64.51 and a fifty-two week high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate 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 period in the previous year, the firm posted $1.05 earnings per share. The business’s revenue 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, sell-side analysts forecast that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be given a dividend of $0.125 per share. The ex-dividend date is Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s payout ratio is 13.85%.

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. New Street Research set a $100.00 price target on shares of TransUnion in a research note on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $111.00 price objective on shares of TransUnion in a report on Friday, February 13th. Mizuho assumed coverage on shares of TransUnion in a report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 price objective on the stock. Barclays dropped their price objective on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. Finally, Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $91.27.

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.