Kornitzer Capital Management Inc. KS Lowers Stake in TransUnion $TRU

Kornitzer Capital Management Inc. KS reduced its holdings in shares of TransUnion (NYSE:TRU) by 33.1% in the fourth quarter, HoldingsChannel reports. The fund owned 151,546 shares of the business services provider’s stock after selling 74,845 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in TransUnion were worth $12,995,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after acquiring an additional 517,098 shares during the period. State Street Corp lifted its position in TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after acquiring an additional 2,600,425 shares during the period. Ninety One UK Ltd lifted its position in TransUnion by 1.9% during the 4th quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock valued at $308,877,000 after acquiring an additional 65,612 shares during the period. APG Asset Management N.V. lifted its position in TransUnion by 10.3% during the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock valued at $293,621,000 after acquiring an additional 328,541 shares during the period. Finally, Victory Capital Management Inc. lifted its position in TransUnion by 3.9% during the 3rd quarter. Victory Capital Management Inc. now owns 3,267,053 shares of the business services provider’s stock valued at $273,714,000 after acquiring an additional 121,526 shares during the period.

Insider Activity at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $69.20, for a total value of $34,600.00. Following the completion of the sale, the insider directly owned 55,763 shares in the company, valued at $3,858,799.60. The trade was a 0.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 1,983 shares of TransUnion stock in a transaction that occurred on Tuesday, April 21st. The stock was sold at an average price of $80.00, for a total transaction of $158,640.00. Following the completion of the sale, the executive vice president owned 39,080 shares of the company’s stock, valued at $3,126,400. This represents a 4.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 13,729 shares of company stock valued at $1,031,619. Insiders own 0.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on TRU shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. Needham & Company LLC restated a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research note on Wednesday. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Finally, Morgan Stanley reduced their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note 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 stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $91.47.

TransUnion Stock Down 0.9%

NYSE:TRU opened at $70.34 on Friday. The firm has a market cap of $13.57 billion, a P/E ratio of 19.49, a P/E/G ratio of 1.24 and a beta of 1.71. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.75 and a current ratio of 1.93. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The firm has a 50-day simple moving average of $72.54 and a two-hundred day simple moving average of $78.53.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the business earned $1.05 EPS. TransUnion’s revenue was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were paid a $0.125 dividend. This is a boost from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is presently 13.85%.

About TransUnion

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.