Jupiter Topco LLC Takes Position in TransUnion $TRU

Jupiter Topco LLC bought a new position in shares of TransUnion (NYSE:TRU) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,885,385 shares of the business services provider’s stock, valued at approximately $280,292,000. Jupiter Topco LLC owned about 2.03% of TransUnion at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. lifted its holdings in shares of TransUnion by 1,318.2% in 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 during the period. Cornerstone Planning Group LLC lifted 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 acquiring an additional 220 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in TransUnion in the 3rd quarter worth approximately $36,000. Essential Partners LLC grew its stake in shares of TransUnion by 63.7% during the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock worth $42,000 after purchasing an additional 237 shares during the period. Finally, Osterweis Capital Management Inc. purchased a new position in shares of TransUnion during the 2nd quarter valued at approximately $45,000.

Insider Transactions at TransUnion

In related news, EVP Alicia Brooke Zuiker sold 8,673 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total transaction of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares in the company, valued at approximately $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 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 Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following 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. 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. Insiders sold 58,773 shares of company stock worth $4,615,228 in the last quarter. 0.37% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms recently commented on TRU. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Griffin Securities set a $98.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Bank of America dropped their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. The Goldman Sachs Group restated a “neutral” rating and issued a $82.00 price target on shares of TransUnion in a research note on Tuesday, July 28th. Finally, Barclays upped their price target on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.38.

TransUnion Stock Performance

TRU opened at $84.96 on Wednesday. The company has a market cap of $16.28 billion, a price-to-earnings ratio of 22.42, a PEG ratio of 1.40 and a beta of 1.53. The firm’s fifty day simple moving average is $76.96 and its two-hundred day simple moving average is $73.52. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the company posted $1.08 EPS. TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Equities analysts anticipate that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, August 20th. TransUnion’s payout ratio is presently 13.19%.

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.