M&T Bank Corp raised its position in TransUnion (NYSE:TRU – Free Report) by 61.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 36,066 shares of the business services provider’s stock after purchasing an additional 13,709 shares during the period. M&T Bank Corp’s holdings in TransUnion were worth $3,092,000 as of its most recent filing with the SEC.
Several other large investors have also recently bought and sold shares of TRU. Eagle Bay Advisors LLC bought a new stake in TransUnion in the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund bought a new stake in TransUnion in the fourth quarter valued at approximately $26,000. Geneos Wealth Management Inc. increased its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. True Wealth Design LLC increased its position in shares of TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after acquiring an additional 245 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of TransUnion during the third quarter worth $36,000.
Analysts Set New Price Targets
Several equities research analysts have recently issued reports on the stock. Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research report on Wednesday, April 29th. Morgan Stanley lowered their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $91.47.
Insider Buying and Selling at TransUnion
In related news, CAO Jennifer A. Williams sold 1,679 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the transaction, the chief accounting officer owned 7,219 shares of the company’s stock, valued at approximately $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 5,000 shares of the firm’s stock in a transaction on 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 of the company’s stock, valued at approximately $6,093,262.23. This trade represents a 5.57% 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 a total of 18,729 shares of company stock worth $1,387,839 in the last three months. 0.37% of the stock is currently owned by company insiders.
TransUnion Stock Up 3.2%
Shares of TRU stock opened at $72.93 on Friday. The firm has a fifty day moving average of $72.38 and a 200-day moving average of $78.36. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The company has a market capitalization of $14.06 billion, a price-to-earnings ratio of 20.20, a P/E/G ratio of 1.24 and a beta of 1.57.
TransUnion (NYSE:TRU – Get Free Report) last released its earnings results 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. The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same quarter last year, the firm earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, equities research analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.
TransUnion Increases Dividend
The firm also recently announced 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 dividend on an annualized basis and a yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Thursday, February 26th. TransUnion’s payout ratio is 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.
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