Marathon Asset Management 13F: Cuts TRU Stake by $8.5M

On October 26, 2026, Marathon Asset Management cut its stake in TransUnion (TRU) by 139,571 shares, bringing its total to 501,781 shares. This reduction is detailed in the fund's latest Form 13F filing with the SEC. The value of the shares sold amounts to about $8.5 million, reflecting a 21.8% decrease in its position.

TRU TransUnion

$79.62 ▼ -3.98% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where TransUnion Fits in Marathon Asset Management's Portfolio

TransUnion now makes up 2.43% of Marathon's reported investment portfolio, ranking 15th among the fund's 76 holdings. The fund's estimated gain on this position is unclear, but today's price is about equal to its reported value.

Other Institutional Activity in TransUnion

Dodge & Cox Inc. grew its holdings in TransUnion by 800,712 shares, ending with 24,196,211 shares worth about $1.93 billion. Independent Franchise Partners, LLP added 1,845,195 shares, bringing its total to 13,976,652 shares valued at approximately $1.11 billion. In contrast, Massachusetts Financial Services Co. reduced its stake by 2,479,642 shares, leaving it with 10,667,983 shares worth around $849.4 million.

TransUnion Stock Down 2.3%

TransUnion's stock recently traded around $79.62, which is about equal to its closing price on October 26, 2026. This level is above its 50-day moving average by 6.2% and its 200-day moving average by 7.2%. However, the stock is about 10.7% below its 52-week high of $89.12.

Recent Earnings

TransUnion reported trailing twelve-month revenue of approximately $4.9 billion, with a net margin of 15.1%. The next earnings report is scheduled for October 27, 2026.

Insider Buying and Selling at TransUnion

Several insiders sold shares earlier this year. Todd C. Skinner, an officer, sold 1,000 shares on September 1, 2026, for about $84,420. Venkat Achanta also sold 23,287 shares on September 10, 2026, valued at $1.79 million. Mohamed Abdelsadek sold shares on two occasions, once for about $98,838 on September 14, 2026, and again for $64,775 on October 16, 2026.

Analysts Set New Price Targets

On October 13, 2026, Morgan Stanley maintained an Overweight rating on TransUnion with a price target of $97. Needham also maintained a Buy rating with a target of $85, while RBC Capital kept its Outperform rating with a target of $92. Mizuho and UBS both maintained Neutral ratings with targets of $74 and $83, respectively. The consensus recommendation for TransUnion is a Buy, with a mean price target of approximately $89.29 based on 21 analyst opinions.

About TransUnion

TransUnion is a global consumer credit reporting agency based in Chicago, Illinois. It provides risk and information solutions through its U.S. Markets and International segments. The company's services are crucial for businesses and consumers who seek to manage credit risk effectively.

Bottom Line

Investors should watch for TransUnion's upcoming earnings report on October 27, 2026, for insights into its financial performance. Marathon's recent cut in its position reflects changing strategies in its investment approach, and further filings may provide more clarity on its future moves.