Van ECK Associates Corp Lowers Stock Position in TransUnion $TRU

Van ECK Associates Corp cut its stake in shares of TransUnion (NYSE:TRU) by 59.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,106,382 shares of the business services provider’s stock after selling 3,132,634 shares during the period. Van ECK Associates Corp owned approximately 1.10% of TransUnion worth $151,954,000 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. Hsbc Holdings PLC lifted its holdings in shares of TransUnion by 7.3% in the 2nd quarter. Hsbc Holdings PLC now owns 113,679 shares of the business services provider’s stock worth $8,196,000 after acquiring an additional 7,720 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in TransUnion in the 2nd quarter valued at approximately $101,000. Rakuten Investment Management Inc. purchased a new stake in TransUnion in the second quarter valued at approximately $824,000. Empowered Funds LLC purchased a new stake in TransUnion in the second quarter valued at approximately $535,000. Finally, Public Employees Retirement System of Ohio acquired a new position in TransUnion during the second quarter worth $4,300,000.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on TRU. Bank of America dropped their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. BMO Capital Markets increased their target price on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Stifel Nicolaus raised their target price on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Finally, Needham & Company LLC raised their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Up 1.2%

TransUnion stock 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 1.39 and a beta of 1.53. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a twelve month low of $63.37 and a twelve month high of $95.50. The stock’s fifty day simple moving average is $78.18 and its 200-day simple moving average is $73.78.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the business posted $1.08 earnings per share. TransUnion’s 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. As a group, equities analysts expect that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be given 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 currently 13.19%.

Insider Activity

In related news, insider Todd C. Skinner sold 950 shares of TransUnion stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total value of $75,962.00. Following the completion of the transaction, the insider owned 63,849 shares in the company, valued at $5,105,366.04. The trade was a 1.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the business’s 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 transaction, the executive vice president owned 57,182 shares of the company’s stock, valued at $4,860,470. This trade represents a 29.12% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 52,090 shares of company stock valued at $4,134,921. 0.37% of the stock is owned by corporate insiders.

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.