Thornburg Investment Management Inc. Sells 13,060 Shares of TransUnion $TRU

Thornburg Investment Management Inc. lessened its holdings in TransUnion (NYSE:TRU) by 8.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 138,545 shares of the business services provider’s stock after selling 13,060 shares during the quarter. Thornburg Investment Management Inc.’s holdings in TransUnion were worth $9,995,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its stake in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares during the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of TransUnion during the 3rd quarter worth about $36,000. Osterweis Capital Management Inc. bought a new position in shares of TransUnion in the 2nd quarter valued at about $45,000. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares in the last quarter.

TransUnion Stock Performance

NYSE TRU opened at $85.68 on Friday. The firm has a 50-day moving average of $78.18 and a 200-day moving average of $73.78. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The stock has a market cap of $16.42 billion, a PE ratio of 22.61, a P/E/G ratio of 1.41 and a beta of 1.53. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. TransUnion’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.08 EPS. 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, sell-side analysts anticipate that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

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

Insider Buying and Selling

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the 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 in the company, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of TransUnion stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the sale, the executive vice president directly owned 41,883 shares of the company’s stock, valued at approximately $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 52,090 shares of company stock valued at $4,134,921 in the last ninety days. 0.37% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts recently issued reports on the company. BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Griffin Securities set a $98.00 price target on TransUnion in a research report on Wednesday, July 29th. Barclays upped their price objective on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Mizuho cut their price objective on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Finally, Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

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.