Coronation Fund Managers Ltd. Reduces Holdings in TransUnion $TRU

Coronation Fund Managers Ltd. lessened its position in shares of TransUnion (NYSE:TRU) by 64.1% during the 1st quarter, Holdings Channel reports. The institutional investor owned 13,957 shares of the business services provider’s stock after selling 24,941 shares during the quarter. Coronation Fund Managers Ltd.’s holdings in TransUnion were worth $966,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in TRU. Alesco Advisors LLC An ESL Co purchased a new stake in TransUnion in the first quarter valued at $686,000. First Trust Advisors LP grew its holdings in shares of TransUnion by 114.7% during the 1st quarter. First Trust Advisors LP now owns 79,909 shares of the business services provider’s stock worth $5,529,000 after purchasing an additional 42,683 shares during the period. PNC Financial Services Group Inc. grew its holdings in shares of TransUnion by 7.1% during the 1st quarter. PNC Financial Services Group Inc. now owns 7,848 shares of the business services provider’s stock worth $543,000 after purchasing an additional 518 shares during the period. Oslo Pensjonsforsikring AS acquired a new stake in shares of TransUnion during the 1st quarter worth about $363,000. Finally, Dimensional Fund Advisors LP raised its holdings in TransUnion by 20.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,498,573 shares of the business services provider’s stock valued at $172,843,000 after buying an additional 423,286 shares during the period.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on TRU. Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 16th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Bank of America lowered their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. Finally, JPMorgan Chase & Co. dropped their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $91.60.

Insider Buying and Selling

In related news, CAO Jennifer A. Williams sold 972 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the transaction, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at $467,440. The trade was a 14.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the sale, the insider owned 65,634 shares in the company, valued at approximately $4,642,292.82. This trade represents a 1.50% 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. In the last ninety days, insiders have sold 30,155 shares of company stock valued at $2,177,102. 0.37% of the stock is currently owned by company insiders.

TransUnion Price Performance

Shares of TRU opened at $75.40 on Thursday. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $99.39. The firm’s 50 day moving average price is $71.53 and its 200 day moving average price is $73.81. The company has a market cap of $14.54 billion, a P/E ratio of 20.89, a PEG ratio of 1.36 and a beta of 1.55. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm’s revenue was up 13.7% compared to the same quarter last year. During the same quarter last year, the company posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, research analysts forecast that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were issued a $0.125 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is 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.