Quantinno Capital Management LP Trims Holdings in TransUnion $TRU

Quantinno Capital Management LP lowered its stake in shares of TransUnion (NYSE:TRU) by 14.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 477,322 shares of the business services provider’s stock after selling 78,251 shares during the quarter. Quantinno Capital Management LP’s holdings in TransUnion were worth $33,026,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC bought a new stake in shares of TransUnion in the 4th quarter worth about $25,000. Geneos Wealth Management Inc. grew its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. Cornerstone Planning Group LLC increased its holdings in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in TransUnion during the third quarter valued at approximately $36,000. Finally, Osterweis Capital Management Inc. bought a new position in TransUnion during the 2nd quarter worth approximately $45,000.

TransUnion Stock Performance

TRU opened at $80.41 on Friday. The business has a 50 day moving average price of $72.92 and a two-hundred day moving average price of $73.57. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.93. The company has a market capitalization of $15.41 billion, a price-to-earnings ratio of 21.22, a price-to-earnings-growth ratio of 1.40 and a beta of 1.55. TransUnion has a 1-year low of $63.37 and a 1-year high of $97.42.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period last year, the firm earned $1.08 EPS. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Research analysts predict that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is presently 13.19%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. JPMorgan Chase & Co. lowered their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. BMO Capital Markets boosted their target price on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday. Barclays raised their price target on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday. 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, Robert W. Baird increased their price target on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

Insider Transactions at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the completion of the sale, the insider directly owned 64,634 shares of the company’s stock, valued at approximately $4,695,013.76. This represents a 1.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the transaction, the chief accounting officer owned 5,843 shares of the company’s stock, valued at approximately $467,440. This trade represents a 14.26% decrease in their position. 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 48,150 shares of company stock valued at $3,778,562 in the last quarter. 0.37% of the stock is owned by company insiders.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion’s second-quarter results exceeded expectations: revenue rose 14.9% year over year to $1.31 billion versus the $1.28 billion consensus, while EPS of $1.23 topped estimates near $1.16 and increased from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75–$4.83, above the roughly $4.67 analyst consensus. Growth in financial services, international markets, platform modernization and acquisition-related expansion—especially in Latin America—supported the bullish reaction.
• Positive Sentiment: Several analysts raised their price targets following the beat. Wells Fargo lifted its target to $102 and maintained Overweight, Baird raised its target to $115 with an Outperform rating, and Needham increased its target to $100 with a Buy rating. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: The company’s third-quarter EPS outlook of $1.18–$1.21 is broadly in line with expectations. That may leave investors focused on execution and additional upside catalysts after the post-earnings advance. A separate analysis assigned TransUnion a strong GF Score of 90, supporting the company’s long-term quality and momentum profile. TransUnion GF Score Analysis
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares for approximately $2 million under a pre-arranged Rule 10b5-1 plan. Data showing 14 insider sales and no purchases over the past six months could weigh on sentiment, although the planned nature of the transaction reduces its significance. SEC Insider Sale Filing
• Negative Sentiment: Investors may also be locking in gains after the strong earnings-related move, while the stock’s elevated valuation increases sensitivity to guidance, future growth and any signs of slowing credit-market demand. Rising auto-loan fraud losses represent an additional risk for lending-related customers.

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.