Vulcan Value Partners LLC Lowers Stock Holdings in TransUnion $TRU

by · The Cerbat Gem

Vulcan Value Partners LLC lessened its position in shares of TransUnion (NYSE:TRU – Free Report) by 15.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,707,249 shares of the business services provider’s stock after selling 500,156 shares during the period. TransUnion makes up approximately 5.9% of Vulcan Value Partners LLC’s investment portfolio, making the stock its 8th largest position. Vulcan Value Partners LLC owned about 1.41% of TransUnion worth $195,301,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in TRU. California State Teachers Retirement System lifted its holdings in TransUnion by 6,636.6% during the 2nd quarter. California State Teachers Retirement System now owns 22,788,593 shares of the business services provider’s stock worth $1,643,969,000 after purchasing an additional 22,450,313 shares during the last quarter. BlackRock Inc. acquired a new position in TransUnion in the 2nd quarter valued at $1,367,560,000. Dodge & Cox bought a new position in TransUnion during the 4th quarter worth $843,952,000. Independent Franchise Partners LLP lifted its holdings in shares of TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after buying an additional 4,561,619 shares in the last quarter. Finally, State Street Corp lifted its holdings in shares of TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock worth $585,844,000 after buying an additional 50,232 shares in the last quarter.

Insider Transactions at TransUnion

In other news, CAO Jennifer Williams sold 1,070 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $84.57, for a total value of $90,489.90. Following the sale, the chief accounting officer directly owned 4,327 shares in the company, valued at approximately $365,934.39. This trade represents a 19.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven Chaouki sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the transaction, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This represents a 10.01% 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 49,160 shares of company stock valued at $3,969,871. 0.37% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on TRU shares. Needham & Company LLC raised their price target on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Barclays lifted their price target on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. Wall Street Zen upgraded TransUnion from a “hold” rating to a “buy” rating in a research note on Sunday. Mizuho reduced their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Finally, UBS Group lifted their price objective on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $94.38.

Get Our Latest Stock Analysis on TransUnion

TransUnion Price Performance

NYSE:TRU traded down $2.27 during mid-day trading on Tuesday, reaching $77.61. The stock had a trading volume of 2,868,347 shares, compared to its average volume of 2,451,202. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50. The stock has a market capitalization of $14.87 billion, a PE ratio of 20.48, a P/E/G ratio of 1.31 and a beta of 1.54. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The stock has a 50-day simple moving average of $79.95 and a two-hundred day simple moving average of $74.17.

TransUnion (NYSE:TRU – Get Free Report) last issued its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share 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 for the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter last year, the business posted $1.08 EPS. The company’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. On average, equities analysts anticipate that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

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

TransUnion Profile

(Free Report)

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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