Eurizon Capital SGR S.p.A. Invests $2.22 Million in TransUnion $TRU

Eurizon Capital SGR S.p.A. acquired a new position in shares of TransUnion (NYSE:TRU) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 25,872 shares of the business services provider’s stock, valued at approximately $2,220,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Eagle Bay Advisors LLC bought a new position in shares of TransUnion during the 4th quarter worth about $25,000. Board of the Pension Protection Fund bought a new position in shares of TransUnion during the 4th quarter worth about $26,000. Geneos Wealth Management Inc. boosted its position in shares of TransUnion by 1,318.2% during the 1st 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. True Wealth Design LLC boosted its position in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC boosted its position in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after purchasing an additional 220 shares in the last quarter.

TransUnion Price Performance

Shares of NYSE TRU opened at $73.80 on Wednesday. TransUnion has a fifty-two week low of $64.51 and a fifty-two week high of $99.39. The stock has a market cap of $14.23 billion, a price-to-earnings ratio of 20.44, a PEG ratio of 1.30 and a beta of 1.56. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The firm’s 50-day simple moving average is $70.58 and its 200 day simple moving average is $76.95.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business 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 EPS. 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 fiscal year.

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be given a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $0.50 annualized dividend and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is presently 13.85%.

Analyst Ratings Changes

A number of research firms have recently issued reports on TRU. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. New Street Research set a $100.00 price objective on shares of TransUnion in a research report on Wednesday, March 11th. Stifel Nicolaus cut their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Finally, Needham & Company LLC reissued a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $91.27.

Insider Activity at TransUnion

In related news, EVP Heather J. Russell sold 6,683 shares of the firm’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 owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This trade represents a 12.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $71.93, for a total transaction of $359,650.00. Following the completion of the transaction, the insider directly owned 84,711 shares in the company, valued at approximately $6,093,262.23. The trade was a 5.57% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 23,733 shares of company stock valued at $1,733,826. 0.37% of the stock is owned by corporate 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.