Diamond Hill Capital Management Inc. Increases Stake in TransUnion $TRU
Diamond Hill Capital Management Inc. increased its stake in TransUnion (NYSE:TRU) by 14.7% in the fourth quarter of 2025, adding 50,327 shares to reach a total of 392,270 shares valued at approximately $33.6 million. This increase follows TransUnion's better-than-expected Q4 earnings, with an EPS of $1.18 and revenue of $1.25 billion, and a raised Q2 2026 guidance. The company also declared a quarterly dividend of $0.125 per share, and analysts currently have a "Moderate Buy" rating for the stock with an average price target of $91.27.
The Credit Bureau Business Gives TransUnion a Wide Moat
TransUnion, one of the three major U.S. consumer credit bureaus, maintains a "wide moat" due to its core business of selling credit reports. The company has successfully diversified its revenue streams by expanding into emerging verticals like insurance, rental screening, and collections, which now account for 29% of its revenue, up from 21% in 2009. This diversification is expected to help TransUnion mitigate the impact of economic downturns by reducing its reliance on highly macro-sensitive financial institutions.
AU10TIX Joins Booking.com, TransUnion, and LSEG at Money20/20 Europe to Address the Next Wave of AI-Driven Fraud
AU10TIX will participate in Money20/20 Europe 2026 in Amsterdam, focusing on AI-driven fraud, identity defense, and trust and safety. CEO Yair Tal will discuss how businesses can adapt defenses against AI-accelerated attacks, while Chief Partnerships Officer Carol Grunberg will join a panel with leaders from Booking.com, TransUnion, and LSEG to explore how major brands combat increasingly sophisticated fraud. The company will highlight the need for an adaptive trust infrastructure to prevent industrialized, cross-border fraud and ensure seamless customer experiences.
TransUnion’s top execs line up three investor conference talks
TransUnion (NYSE: TRU) announced that its CEO, Chris Cartwright, and CFO, Todd Cello, will present at three investor conferences in May and June 2026. Chris Cartwright will speak at the Bernstein 42nd Annual Strategic Decisions Conference on May 27, 2026, while Todd Cello will present at the Baird Global Consumer, Technology & Services Conference on June 2, 2026, and the William Blair 46th Annual Growth Stock Conference on June 3, 2026. Live webcasts and replays of these presentations will be available on TransUnion's Investor Relations website.
TransUnion to Present at Upcoming Investor Conferences in New York and Chicago
TransUnion (NYSE: TRU) will present at three upcoming investor conferences in May and June 2026. CEO Chris Cartwright will speak at the Bernstein 42nd Annual Strategic Decisions Conference, and CFO Todd Cello will present at both the Baird Global Consumer, Technology & Services Conference and the William Blair 46th Annual Growth Stock Conference. Webcasts of these presentations will be available on the TransUnion Investor Relations website.
Does Dividend Payout Amid Credit File Class Action Shift the Bull Case For TransUnion (TRU)?
TransUnion recently declared a quarterly dividend of US$0.1250 per share, while simultaneously facing a class action lawsuit in Canada regarding credit file inaccuracies. This article examines how the company's decision to continue shareholder payouts amidst rising legal scrutiny impacts its AI-driven growth investment narrative. While analysts project significant revenue and earnings growth for TransUnion, the ongoing legal issues and data quality concerns introduce new risks that investors should consider.
Tredje AP fonden Invests $2.25 Million in TransUnion $TRU
Tredje AP fonden initiated a new position in TransUnion (NYSE:TRU) during the fourth quarter, purchasing 26,226 shares valued at approximately $2.25 million. Other institutional investors also increased their holdings, and analysts maintain a "Moderate Buy" consensus with an average price target of $91.27. TransUnion recently reported better-than-expected quarterly results and announced a quarterly dividend, while insider activity shows some share sales.
TransUnion (TRU) and Google Introduce Innovative YouTube Advertising Measurement
TransUnion (TRU) has partnered with Google to integrate YouTube advertising performance metrics into its Multi-Touch Attribution platform, allowing marketers to better measure the effectiveness of their YouTube ads and their overall media strategies. While TRU boasts a strong GF Score™ of 90/100, indicating high growth potential, insider selling and a moderate financial strength rating suggest investors should proceed with caution. The company's P/E ratio is currently 19.09, close to historical averages.
TransUnion and Google Strengthen YouTube Measurement With Multi-Touch Attribution
TransUnion and Google have partnered to enhance YouTube advertising measurement capabilities within TransUnion's Multi-Touch Attribution (MTA) solution. This integration allows marketers to connect YouTube ad exposure directly to business outcomes, offering a unified view of performance across various media channels. The new feature helps advertisers optimize their marketing strategies by understanding YouTube's incremental impact and return on ad spend within the broader media landscape.
TransUnion, Google bring YouTube measurement to attribution platform
TransUnion and Google have partnered to integrate YouTube campaign measurement into TransUnion's multi-touch attribution platform. This collaboration allows marketers to evaluate YouTube ad performance alongside other media channels within a unified framework, helping them understand YouTube's contribution to conversions and business outcomes. TransUnion states it is currently the only multi-touch attribution provider available to marketers on YouTube, with early pilot programs showing positive results for participants like U.S. Bank.
New tool shows what YouTube ads really do for your business
TransUnion and Google have partnered to launch an industry-first integration that allows marketers to measure YouTube advertising within TransUnion’s Multi-Touch Attribution (MTA) solution. This new capability helps advertisers connect YouTube ad exposure to business outcomes and evaluate its performance against the full media mix. The pilot program, which included over 15 customers, aims to provide marketers with a comprehensive, identity-driven view of video advertising's impact while maintaining privacy.
TransUnion (NYSE:TRU) Hits New 12-Month Low Following Analyst Downgrade
TransUnion (NYSE:TRU) shares fell to a new 52-week low after Bank of America lowered its price target, although the stock still holds a "Moderate Buy" consensus rating from analysts. Despite the stock drop, TransUnion reported strong quarterly earnings, beating both EPS and revenue estimates, and announced a quarterly dividend. Insider selling has also been noted, with executives reducing their holdings in the company.
Marathon Asset Management Ltd Sells 42,724 Shares of TransUnion $TRU
Marathon Asset Management Ltd decreased its stake in TransUnion (NYSE:TRU) by 7.5% in the fourth quarter, selling 42,724 shares but still owning 527,752 shares valued at $45.3 million. Despite recent price target adjustments by some firms, analysts maintain a "Moderate Buy" consensus rating for TRU, with an average target price of $91.27. TransUnion recently exceeded earnings expectations and announced a quarterly dividend, while insider activity shows some share sales.
TransUnion (NYSE: TRU) EVP has 16,213 shares withheld to cover tax on vesting PSUs
TransUnion executive Achanta Venkat had 16,213 common shares withheld on May 18, 2026, to cover tax liabilities arising from the vesting of performance share units granted in 2023. This transaction was a tax-withholding disposition at $68.60 per share, not an open-market trade. Following this, Venkat directly holds 156,741 shares of TransUnion common stock.
TransUnion (NYSE: TRU) CFO logs 18,253-share tax withholding on vested performance units
TransUnion's EVP & CFO, Todd M. Cello, reported an automatic tax withholding of 18,253 shares of common stock, valued at $68.60 per share, to cover tax liabilities stemming from the vesting of performance share units granted on June 1, 2023. This is not an open-market trade but a routine administrative step related to equity compensation. Following this transaction, Cello directly holds 149,698 shares of TransUnion common stock.
TransUnion (TRU) US Markets president has 16,063 shares withheld for tax liability
Steven M. Chaouki, President, US Markets at TransUnion, had 16,063 shares of common stock withheld by the company on May 18, 2026, to cover tax liabilities. This action was related to the vesting of performance share units, with each share valued at $68.60. After this transaction, Chaouki directly holds 104,906 shares of TransUnion common stock.
TransUnion (NYSE: TRU) CEO shares withheld to cover tax on performance units
TransUnion's President and CEO, Christopher A. Cartwright, had 26,284 shares of common stock withheld by the company to cover tax liabilities arising from performance share units granted in June 2023. These shares were valued at $68.60 each, totaling approximately $1.80 million, and the transaction was not an open-market sale. After this tax-withholding disposition, Cartwright directly holds 565,006 shares of TransUnion common stock, with an additional 5,691 shares held indirectly through a limited liability company.
TransUnion (NYSE: TRU) executive has 13,350 shares withheld for tax liability
TransUnion executive Todd C. Skinner had 13,350 shares of common stock withheld by the company to cover tax liability upon the vesting of performance share units granted on June 1, 2023. This was a non-market transaction for tax purposes, not a sale. Following this withholding, Skinner directly holds 66,633.727 shares of TransUnion common stock, with the shares valued at $68.60 each for tax purposes.
TransUnion (NYSE: TRU) CLO reports tax-withheld shares from PSU vesting
TransUnion's EVP and Chief Legal Officer, Heather J. Russell, reported a tax-related share disposition. The company withheld 10,222 shares of common stock at $68.60 per share to cover tax liabilities from the vesting of performance share units granted in June 2023. This is a routine tax withholding and not an open-market transaction, leaving her with a direct ownership of 51,931 shares.
Bandes v. TransUnion LLC; Midland Credit Management: 3rd Circuit Affirms Dismissal of FCRA Accuracy Claim
The Third Circuit Court of Appeals has affirmed the dismissal of a Fair Credit Reporting Act (FCRA) accuracy claim in the case of Bandes v. TransUnion LLC; Midland Credit Management. This decision, from ACA International, is categorized under "Daily Decision" and pertains to disputes and credit reporting in Pennsylvania. The full content of the ruling is restricted and requires a login to access.
TransUnion (NYSE:TRU) Price Target Lowered to $80.00 at Bank of America
Bank of America lowered its price target for TransUnion (NYSE:TRU) from $83.00 to $80.00, maintaining a "neutral" rating, despite the company reporting better-than-expected Q1 earnings and revenue. Several other analysts have also recently adjusted their price targets or ratings for TRU, contributing to an average "Moderate Buy" rating with an average target price of $91.27. TransUnion's stock was down 3.6% and trading near its 52-week low, while insiders have recently sold shares.
Thrivent Financial for Lutherans Sells 31,745 Shares of TransUnion $TRU
Thrivent Financial for Lutherans reduced its stake in TransUnion by 17.5% in the fourth quarter, selling 31,745 shares and now holding 149,842 shares valued at approximately $12.85 million. TransUnion reported strong quarterly results, with $1.18 EPS and $1.25 billion in revenue, surpassing analyst expectations. The stock currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $91.47, despite recent insider share sales.
AI Models Turn More Constructive on TransUnion as Fundamentals Improve
Three AI models from TipRanks have upgraded their scores for TransUnion (TRU), maintaining a constructive view on the company's improving fundamentals, AI-enabled product momentum, and appealing valuation, despite a weak technical setup and elevated leverage. The models recognize TRU as a fundamentally sound investment with upside potential driven by profitable growth, rising returns, and a discounted earnings multiple, while advising caution regarding technical pressure and debt levels. The consensus highlights that TransUnion offers a value-oriented exposure to data and analytics growth, including AI-driven offerings, but emphasizes the need to monitor execution, debt reduction, and stock stabilization.
Assessing TransUnion (TRU) Valuation As Shares Face Ongoing Multi‑Period Weakness
TransUnion (TRU) shares have experienced significant declines across various timeframes, prompting investors to re-evaluate the company's valuation. Despite recent weakness, the most popular narrative suggests TransUnion is 28.2% undervalued with a fair value of $92.29, driven by strategic innovation in AI and the OneTru platform. However, this valuation depends on robust growth and profitability assumptions, with potential risks from tighter data privacy rules and cyber incidents.
TransUnion Shareholders Back Board, Auditor and Governance Changes
TransUnion shareholders re-elected their board of directors and ratified PricewaterhouseCoopers LLP as their independent auditor at the annual meeting on May 12, 2026. They also approved the executive compensation program and a proposal allowing shareholders to call special meetings. These decisions demonstrate support for the current leadership while also enhancing shareholder governance rights, potentially increasing influence over future corporate actions.
TransUnion (NYSE: TRU) holders approve directors, pay and special-meeting right
TransUnion (NYSE: TRU) stockholders approved all four proposals at their Annual Meeting on May 12, 2026. This included the election of twelve directors, the ratification of PricewaterhouseCoopers LLP as their independent accounting firm, and an advisory vote approving executive compensation. Additionally, stockholders supported, on an advisory basis, a proposal granting them the right to call a special meeting.
Aging Renters a Strategic Growth Opportunity for Insurers: TransUnion
TransUnion's latest report highlights aging renters as an overlooked and profitable market for property insurers. Despite lower premiums, this demographic, increasingly older with stronger credit and higher incomes, offers a strategic growth opportunity. Insurers are encouraged to evolve their product offerings and retention strategies to meet the expanding insurance needs of these stable customers, who are either delaying homeownership or choosing long-term renting.
TransUnion (TRU) CEO awarded 59,331 shares after meeting performance goals
TransUnion's President and CEO, Christopher A. Cartwright, was awarded 59,331 shares of common stock at a price of $0.00 per share. This award is a result of meeting performance goals tied to performance share units granted on June 1, 2023. Following this transaction, Cartwright directly holds 591,290 shares and indirectly holds 5,691 shares through a limited liability company.
[Form 4] TransUnion Insider Trading Activity
This article reports on a Form 4 filing by TransUnion's EVP & CFO, Todd M. Cello, detailing the acquisition of 41,202 shares of common stock. These shares were granted as compensation for achieving performance goals tied to previously issued performance share units, not through an open-market transaction. The grant increased Cello's direct holdings to 167,951 shares.
TransUnion (TRU) US Markets president awarded 36,258 performance-based shares
TransUnion's President of US Markets, Steven M. Chaouki, has been awarded 36,258 shares of common stock as performance-based compensation. These shares were earned from performance share units originally granted in June 2023, bringing his total direct holdings to 120,969 shares. This transaction is categorized as an acquisition via grant, with no stock sales reported.
TransUnion (NYSE: TRU) awards 23,073 performance-based shares to CLO
TransUnion's EVP and Chief Legal Officer, Heather J. Russell, was awarded 23,073 performance-based shares of Common Stock on May 12, 2026. These shares, valued at $0.00 each, were earned upon achieving performance goals tied to share units granted in June 2023. Following this transaction, Russell directly holds 62,153 shares of TransUnion Common Stock.
MFS Amends 13G/A to Report 6.8% Stake in TransUnion (NYSE: TRU)
Massachusetts Financial Services Company (MFS) has filed an amended Schedule 13G/A, reporting a 6.8% beneficial ownership stake in TransUnion (NYSE: TRU). This amounts to 13,146,925 shares, with MFS holding sole voting power over 12,873,778 shares. The filing, dated May 14, 2026, indicates a passive investment intent, providing transparency on MFS's significant but non-controlling position in TransUnion.
Dodge & Cox reports 8.4% stake in TransUnion (TRU) via Schedule 13G/A
Dodge & Cox has reported an 8.4% stake in TransUnion (TRU) through an amended Schedule 13G/A filing. The asset manager beneficially owns 16,189,511 shares, with sole voting power over 15,221,968 shares and sole dispositive power over all 16,189,511 shares. The filing, signed on May 14, 2026, also indicates that Dodge & Cox Stock Fund holds 10,063,200 shares, representing 5.2% of the class.
Independent Franchise Partners Discloses 6.29% Stake in TransUnion (TRU)
Independent Franchise Partners, LLP has disclosed a 6.29% stake in TransUnion (TRU) through a Schedule 13G SEC filing. This institutional investor beneficially owns 12,131,944 shares of TransUnion common stock as of March 31, 2026, with significant sole voting power. The filing indicates a passive investment intent.
TransUnion declares $0.125 quarterly dividend for Q1 2026
TransUnion announced a quarterly cash dividend of $0.125 per share for the first quarter of 2026, payable on June 11, 2026, to shareholders of record as of May 27, 2026. The company, which has over 13,000 employees globally, has shown 8.7% dividend growth over the past year. This declaration follows strong Q1 2026 financial results that exceeded analyst expectations, with positive ratings from Needham and BMO Capital.
TransUnion (NYSE: TRU) director awarded 3,034 restricted stock shares
TransUnion director Sayan Chakraborty was granted 3,034 shares of common stock as restricted stock compensation, with a zero-dollar grant price. These shares will vest on the first anniversary of the grant date, increasing Chakraborty's direct holdings to 3,870 TransUnion shares. This transaction is classified as an acquisition via grant rather than a market trade.
Director at TransUnion (NYSE: TRU) awarded 3,034 restricted shares
TransUnion director Linda Zukauckas was granted 3,034 restricted shares of common stock, which will vest on the first anniversary of the grant date. This award increases her direct holdings to 15,821 TransUnion shares. The grant was part of an equity compensation, with a transaction price of $0.0000 per share, indicating no cash purchase by the director.
Restricted stock grant lifts TransUnion (TRU) director holdings
TransUnion director Charlotte Yarkoni was granted 3,034 shares of common stock as restricted stock, which will vest on the first anniversary of the grant date. This award, received at no cash cost, increases her direct holdings to 3,870 TransUnion shares. The transaction was disclosed in a Form 4 SEC filing, showing a neutral impact and sentiment.
TransUnion (TRU) director receives 3,034-share restricted stock grant, now holds 27,111
TransUnion director Thomas L. Monahan received a grant of 3,034 restricted shares of common stock, bringing his total direct holdings to 27,111 shares. This compensation award was made at no cash cost and is set to vest on its first anniversary. The transaction was reported in a Form 4 SEC filing, indicating an acquisition rather than an open-market purchase.
TransUnion (TRU) director Charles Gottdiener awarded 3,034 restricted shares
TransUnion (TRU) director Charles E. Gottdiener was awarded 3,034 restricted shares of common stock as compensation, which will vest on the first anniversary of the grant date. This transaction, reported via a Form 4 filing, is a routine equity incentive designed to align the director's interests with those of shareholders. Following this grant, Gottdiener directly holds 13,123 TransUnion shares.
TransUnion (TRU) director receives 3,034-share restricted stock award
TransUnion director Russell P. Fradin was granted 3,034 shares of common stock as a restricted stock award at no cash cost. This grant, which vests on its first anniversary, increases his direct holdings in TransUnion to 21,585 shares. The transaction was reported in a Form 4 filing, indicating an acquisition as part of compensation rather than a market purchase.
TransUnion (TRU) grants director Dia Hamidou 3,034 restricted shares
TransUnion (TRU) director Dia Hamidou was granted 3,034 restricted shares as equity compensation, as detailed in a recent Form 4 filing. These shares, awarded at no cash cost, will vest on the first anniversary of the grant date. Following this transaction, Hamidou's direct holdings in TransUnion common stock total 13,062 shares.
TransUnion (TRU) director Suzanne Clark receives 3,034-share restricted stock grant
TransUnion (TRU) director Suzanne Patricia Clark was granted 3,034 shares of restricted common stock, vesting on the first anniversary of the grant date. This compensation-related award, at no purchase price, increases her direct holdings to 25,588 shares. This information was reported in a Form 4 SEC filing.
Equity award lifts TransUnion (NYSE: TRU) director share holdings
TransUnion director Pamela A. Joseph received an equity award of 3,034 shares of Common Stock, structured as restricted stock that vests on the first anniversary of the grant date. This transaction, revealed in a Form 4 filing, increases her direct holdings to 42,743 TransUnion shares. No cash price was paid for these shares, indicating an equity grant rather than a market purchase.
TransUnion class action certified over alleged failure to block fraudulent credit report items
A federal judge in Pennsylvania has certified a class action lawsuit against TransUnion, alleging the company failed to block fraudulent credit report items as required by the Fair Credit Reporting Act (FCRA). The lawsuit, led by plaintiff Lesley Kaplan, claims TransUnion systematically denied requests to block fraudulent transactions using a standardized letter instead of investigating the claims first. The certified class includes nearly 281,000 consumers who received similar denial letters over a two-year period.
TransUnion Declares First Quarter 2026 Dividend of $0.125 per Share
TransUnion (NYSE: TRU) announced that its Board of Directors has declared a cash dividend of $0.125 per share for the first quarter of 2026. This dividend will be payable on June 11, 2026, to shareholders of record as of May 27, 2026. The company is a global information and insights provider operating in over 30 countries.
Wilson v. TransUnion: FCRA Claims Survive Without Proof
A Colorado federal court has denied TransUnion's motion to dismiss a Fair Credit Reporting Act (FCRA) claim in the case of Wilson v. TransUnion. The court ruled that the plaintiff's FCRA claims can proceed even without explicit proof of actual damages, indicating a lower bar for consumers to pursue such cases. This decision is significant for the accounts receivable management industry, particularly concerning credit reporting and dispute resolution.
TransUnion Report Highlights Shift in Renter Demographics and Opportunities for Insurers
A TransUnion report indicates a significant demographic shift among renters, with over 50% now aged over 40 due to delayed homeownership among younger generations. This group, characterized by higher incomes and stable tenancies, presents a valuable but often overlooked market for insurers, despite low renters insurance premiums. The report encourages insurers to develop tailored products to cater to these mature renters, who require more comprehensive coverage, to capture higher-value business and enhance customer loyalty.
"Publication" in Today’s Information Economy: What TransUnion LLC v. Ramirez Determines About Standing for Cases Concerning Consumer Data
The article analyzes the Supreme Court's decision in *TransUnion LLC v. Ramirez*, which established a distinction for Article III standing in consumer data cases: internal dissemination of data does not create injury, while external dissemination to a third party does. It explores how this ruling's interpretation of "publication" complicates emerging technologies and the modern information economy, where data accessibility and consumer protection are constantly evolving. The piece discusses the majority and dissenting opinions, highlighting the challenges of applying traditional legal frameworks to digital systems and artificial intelligence.
Autocorp.ai and TransUnion Canada Help Car Buyers Get Financing Clarity Earlier – With No Impact to Their Credit Score
Autocorp.ai has partnered with TransUnion Canada to offer car buyers earlier financing clarity without affecting their credit scores. Through Autocorp.ai’s AVA™ platform, dealerships can access full TransUnion credit reports via a soft inquiry, allowing consumers to understand their options and shop with confidence. This initiative aims to streamline the car buying process for both dealers and customers by aligning initial conversations with financing realities.
