Danica Pension Livsforsikringsaktieselskab Purchases 65,000 Shares of TransUnion $TRU

Danica Pension Livsforsikringsaktieselskab raised its stake in shares of TransUnion (NYSE:TRU) by 5.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,367,883 shares of the business services provider’s stock after buying an additional 65,000 shares during the quarter. TransUnion comprises 1.7% of Danica Pension Livsforsikringsaktieselskab’s portfolio, making the stock its 19th largest holding. Danica Pension Livsforsikringsaktieselskab’s holdings in TransUnion were worth $117,296,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new position in TransUnion during the 4th quarter valued at about $25,000. Board of the Pension Protection Fund purchased a new position in TransUnion during the 4th quarter valued at about $26,000. Geneos Wealth Management Inc. grew its holdings in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares in the last quarter. True Wealth Design LLC grew its holdings in TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after buying an additional 245 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new position in TransUnion during the 3rd quarter valued at about $36,000.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on TRU. Mizuho began coverage on TransUnion in a report on Thursday, April 16th. They set a “neutral” rating and a $80.00 target price for the company. Wells Fargo & Company reduced their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 target price on shares of TransUnion in a report on Wednesday. The Goldman Sachs Group reduced their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Finally, New Street Research set a $100.00 target price on TransUnion in a report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, TransUnion presently has an average rating of “Moderate Buy” and an average price target of $91.47.

Key Stories Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q1 2026 results showed revenue growth (~+13.7% YoY) and an EPS beat, with management setting Q2 guidance in line with expectations — supports earnings momentum and the company’s recurring?revenue profile. Earnings Highlights
• Positive Sentiment: Needham reaffirmed a “Buy” rating with a $95 price target, signaling continued analyst conviction in TRU’s organic growth and strategic M&A. Needham Reaffirmation
• Neutral Sentiment: TransUnion published its Q1 2026 Credit Industry Insights Report showing a K?shaped split in U.S. consumer credit (super?prime expanding while non?prime shows rising debt?to?income and delinquencies). This both validates demand for TransUnion’s analytics and flags macro risks that lenders monitor. CIIR Release
• Neutral Sentiment: Press summaries and analyst commentary (Globe and Mail / other outlets) are discussing broader financial?services implications of TRU data — a visibility boost for its products but not an immediate earnings driver. Analyst Insights
• Negative Sentiment: JPMorgan lowered its price target from $95 to $90 (still an Overweight rating) — a modest trim that may cap near?term upside and reflects cautious valuation or macro sensitivity. JPMorgan Note
• Negative Sentiment: Public data aggregators show recent insider selling and mixed institutional flows (some large funds trimmed TRU), which can sap sentiment even as fundamentals remain solid. Quiver Summary with Insider/Institutional Data

TransUnion Stock Up 0.8%

TRU stock opened at $71.02 on Friday. The company has a current ratio of 1.93, a quick ratio of 1.75 and a debt-to-equity ratio of 1.10. The company’s 50 day moving average is $72.54 and its 200 day moving average is $78.53. The stock has a market cap of $13.69 billion, a price-to-earnings ratio of 19.67, a price-to-earnings-growth ratio of 1.23 and a beta of 1.71. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion for 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%. TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the prior year, the business earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Sell-side analysts predict that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is currently 21.55%.

Insider Activity at TransUnion

In related news, EVP Heather J. Russell sold 4,067 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the transaction, the executive vice president directly owned 41,063 shares in the company, valued at approximately $3,177,044.31. This represents a 9.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Jennifer A. Williams sold 1,679 shares of the company’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 completion of the transaction, the chief accounting officer owned 7,219 shares in the company, valued at approximately $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 13,729 shares of company stock valued at $1,031,619 in the last ninety days. 0.37% of the stock is currently owned by company insiders.

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.