Aberdeen Group plc Has $11.93 Million Stake in TransUnion $TRU

Key Points

• Aberdeen Group plc increased its stake in TransUnion by 7.9% in Q2, owning 135,561 shares valued at approximately $11.93 million.
• TransUnion reported earnings of $1.08 per share for Q2, surpassing analysts' expectations, and projected FY 2025 EPS in the range of 4.030-4.140.
• The company recently announced a quarterly dividend of $0.115 per share, translating to an annualized dividend yield of 0.6% with a payout ratio of 23.00%.

Aberdeen Group plc raised its position in TransUnion (NYSE:TRU - Free Report) by 7.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 135,561 shares of the business services provider's stock after purchasing an additional 9,950 shares during the quarter. Aberdeen Group plc owned 0.07% of TransUnion worth $11,929,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Teacher Retirement System of Texas acquired a new stake in shares of TransUnion in the first quarter valued at about $2,364,000. Bank of New York Mellon Corp increased its position in shares of TransUnion by 1.3% in the first quarter. Bank of New York Mellon Corp now owns 1,167,843 shares of the business services provider's stock valued at $96,919,000 after acquiring an additional 15,030 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in shares of TransUnion by 1.8% in the first quarter. Charles Schwab Investment Management Inc. now owns 712,890 shares of the business services provider's stock valued at $59,163,000 after acquiring an additional 12,372 shares during the last quarter. LPL Financial LLC increased its position in shares of TransUnion by 7.1% in the first quarter. LPL Financial LLC now owns 58,161 shares of the business services provider's stock valued at $4,827,000 after acquiring an additional 3,869 shares during the last quarter. Finally, Citigroup Inc. increased its position in shares of TransUnion by 20.7% in the first quarter. Citigroup Inc. now owns 139,238 shares of the business services provider's stock valued at $11,555,000 after acquiring an additional 23,915 shares during the last quarter.

TransUnion Trading Up 0.7%

Shares of NYSE:TRU opened at $79.45 on Thursday. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The stock has a market cap of $15.48 billion, a PE ratio of 39.73, a P/E/G ratio of 2.13 and a beta of 1.71. The business has a 50 day moving average of $86.58 and a 200-day moving average of $86.18. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The company had revenue of $1.14 billion during the quarter, compared to analysts' expectations of $1.10 billion. During the same quarter in the previous year, the company posted $0.99 earnings per share. The business's revenue was up 9.5% on a year-over-year basis. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. As a group, equities research analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Friday, August 22nd were issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, August 22nd. TransUnion's payout ratio is currently 23.00%.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of recent research reports. UBS Group reaffirmed a "neutral" rating and issued a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Seaport Res Ptn upgraded TransUnion to a "hold" rating in a report on Wednesday, October 1st. Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. The Goldman Sachs Group reduced their price target on TransUnion from $96.00 to $83.00 and set a "neutral" rating for the company in a report on Thursday, October 2nd. Finally, Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target for the company in a report on Wednesday, September 3rd. Ten analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $108.15.

Insider Transactions at TransUnion

In other news, CAO Jennifer A. Williams sold 755 shares of the business's stock in a transaction that occurred on Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the sale, the chief accounting officer owned 5,691 shares in the company, valued at $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the completion of the sale, the insider owned 64,592 shares of the company's stock, valued at approximately $5,373,408.48. This trade represents a 1.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 10,309 shares of company stock worth $919,839 over the last quarter. Company insiders own 0.22% of the company's stock.

TransUnion Profile

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.

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