Manning & Napier Advisors LLC Decreases Stock Holdings in TransUnion $TRU

Manning & Napier Advisors LLC lowered its holdings in shares of TransUnion (NYSE:TRU) by 7.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,330,206 shares of the business services provider’s stock after selling 99,658 shares during the quarter. TransUnion comprises 1.5% of Manning & Napier Advisors LLC’s portfolio, making the stock its 23rd largest holding. Manning & Napier Advisors LLC’s holdings in TransUnion were worth $115,715,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in TRU. Vanguard Group Inc. lifted its holdings in shares of TransUnion by 2.8% in 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 last quarter. State Street Corp increased its stake in TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after acquiring an additional 2,600,425 shares during the last quarter. Ninety One UK Ltd raised its position in TransUnion by 1.9% during the fourth quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock valued at $308,877,000 after purchasing an additional 65,612 shares during the period. APG Asset Management N.V. lifted its stake in shares of TransUnion by 10.3% in 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 purchasing an additional 328,541 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its stake in shares of TransUnion by 3.9% in 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 purchasing an additional 121,526 shares during the last quarter.

TransUnion Trading Down 1.3%

Shares of NYSE TRU opened at $71.98 on Friday. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. 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 company has a market cap of $13.88 billion, a price-to-earnings ratio of 19.94, a PEG ratio of 1.28 and a beta of 1.57. The business’s 50 day moving average price is $72.38 and its 200-day moving average price is $78.36.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.TransUnion’s revenue was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, sell-side analysts expect that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. This is an increase 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 of this dividend was Thursday, February 26th. TransUnion’s payout ratio is presently 13.85%.

Analyst Ratings Changes

A number of analysts recently issued reports on TRU shares. Wells Fargo & Company lowered their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. JPMorgan Chase & Co. cut their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Bank of America assumed coverage on shares of TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price on the stock. Mizuho assumed coverage on shares of TransUnion in a report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 target price for the company. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 price target on shares of TransUnion in a research note on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $91.47.

Insider Activity at TransUnion

In other news, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at approximately $577,520. This represents a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $77.37, for a total transaction of $314,663.79. Following the completion of the transaction, the executive vice president directly owned 41,063 shares in the company, valued at $3,177,044.31. This represents a 9.01% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 18,729 shares of company stock valued at $1,387,839. Company insiders own 0.37% of the company’s stock.

TransUnion 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.