William Blair Investment Management 13F: Cuts TRU Stake by $78M

William Blair Investment Management has reduced its stake in TransUnion (NYSE:TRU) by 27.1%, selling 1,074,308 shares. The firm now holds 2,891,187 shares valued at approximately $196.6 million, according to its latest Form 13F filing with the SEC, reflecting holdings as of the last reporting period.

What Changed in William Blair's TransUnion Position

William Blair trimmed its holdings in TransUnion from 3,965,495 shares to 2,891,187 shares, marking a decrease of 1,074,308 shares. The value of its position now stands at $196.6 million. This reduction represents a 27.1% decrease in its stake in the company.

Other Institutional Activity in TransUnion

Several other institutional investors also adjusted their positions in TransUnion. BlackRock, Inc. increased its holdings by 582,715 shares, bringing its total to 18,816,783 shares valued at about $1.30 billion, a 3.2% increase. Dodge & Cox significantly boosted its stake by 6,347,505 shares, ending with 16,189,511 shares worth $1.12 billion, a 64.5% rise. Massachusetts Financial Services Co. reduced its position by 2,393,546 shares, holding 13,146,925 shares valued at $1.60 billion, a decrease of 15.4%. Independent Franchise Partners LLP added 2,995,041 shares, bringing its total to 12,131,944 shares worth $839.4 million, a 32.8% increase. FMR LLC notably increased its stake by 5,128,738 shares to 9,599,109 shares, valued at $664.2 million, representing a 114.7% increase.

TransUnion Stock Down 0.4%

Shares of NYSE:TRU traded near $68 on Thursday. TransUnion has a market capitalization of $12.42 billion, with a P/E ratio of 17.8 and a forward P/E of 11.5. The stock has a beta of 1.55, indicating higher volatility compared to the market. It has seen a 52-week low of $63.37 and a high of $99.39. The 50-day moving average is $70.41, while the 200-day moving average is $77.88. The company maintains a current ratio of 1.93 and a quick ratio of 1.70, with a debt-to-equity ratio of 115.67.

Recent Earnings

TransUnion reported revenue of $4.73 billion with a growth rate of 13.7%. The company achieved a net margin of 14.9% and a return on equity of 15.3%. Earnings per share stood at $3.61. The next earnings report is expected on July 23, 2026.

Dividend

TransUnion offers a dividend with an annual rate of $0.50, yielding 0.77%. The dividend payout ratio is 13.02%.

Insider Buying and Selling at TransUnion

Several insiders have recently sold shares of TransUnion. On June 1, 2026, Todd Skinner, President of International, and Steven Chaouki, President of US Markets, sold 1,000 and 5,000 shares, respectively, at an average price of $70.73, both under planned sales. Jennifer Williams, SVP and Chief Accounting Officer, sold 404 shares at $73.51 without a pre-arranged plan. On May 29, 2026, Heather Russell, EVP and Chief Legal Officer, sold 6,683 shares at $71.87 as part of a planned transaction. Venkat Achanta, EVP and Chief Technology, Data & Analytics Officer, sold 16,213 shares at $68.60 on May 18, 2026.

Analysts Set New Price Targets

On June 16, 2026, UBS maintained its hold rating on TransUnion, setting a price target of $72. B of A Securities also maintained a hold rating with an $80 target on May 19, 2026. JP Morgan kept its buy rating, targeting $90 on April 29, 2026. The consensus among 21 analysts remains a buy, with an average target price of $89.76.

About TransUnion

TransUnion is a global consumer credit reporting agency based in Chicago, Illinois. It provides a range of risk and information solutions across various industries, including financial services, retail, and insurance. The company operates through two segments: U.S. Markets and International. Christopher A. Cartwright serves as CEO, overseeing more than 13,500 employees worldwide.

Bottom Line

William Blair's decision to cut its stake in TransUnion by over a million shares is part of a broader trend among institutional investors adjusting their positions in the company. TransUnion's stock performance, marked by its recent trading price and analyst ratings, reflects its ongoing market dynamics. Investors keep a close eye on these filings to gauge institutional sentiment, though it's worth noting that 13F filings are backward-looking and might not represent current positions.