Sanctuary Advisors LLC Takes $553,000 Position in TransUnion $TRU

Sanctuary Advisors LLC bought a new stake in TransUnion (NYSE:TRU) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 7,660 shares of the business services provider’s stock, valued at approximately $553,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Geneos Wealth Management Inc. raised its holdings in 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 during the last quarter. Cornerstone Planning Group LLC grew its position in TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares during the period. Measured Wealth Private Client Group LLC bought a new stake in TransUnion during the 3rd quarter worth approximately $36,000. Osterweis Capital Management Inc. bought a new position in TransUnion during the 2nd quarter valued at $45,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares in the last quarter.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. UBS Group boosted their price objective on TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research report on Thursday, July 2nd. Stifel Nicolaus raised their price objective on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $106.00 target price on shares of TransUnion in a report on Wednesday, July 29th. Robert W. Baird increased their price objective on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Finally, Bank of America dropped their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

Insider Activity

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the sale, the executive vice president directly owned 57,182 shares in the company, valued at $4,860,470. The trade was a 29.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of the company’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the completion of the sale, the executive vice president directly owned 41,883 shares in the company, valued at $3,287,396.67. This represents a 17.16% 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. In the last three months, insiders have sold 52,090 shares of company stock worth $4,134,921. Company insiders own 0.37% of the company’s stock.

TransUnion Trading Up 1.2%

NYSE:TRU opened at $85.68 on Friday. The firm has a market capitalization of $16.42 billion, a P/E ratio of 22.61, a P/E/G ratio of 1.41 and a beta of 1.53. The company has a fifty day moving average of $78.18 and a 200 day moving average of $73.78. 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 posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period last year, the firm earned $1.08 earnings per share. TransUnion’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, research analysts predict that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

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

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.