Alliancebernstein L.P. Has $20.80 Million Stock Position in TransUnion $TRU

Key Points

• Alliancebernstein L.P. increased its stake in TransUnion by 183.0% during the first quarter, owning 250,582 shares valued at approximately $20.8 million.
• TransUnion reported earnings per share (EPS) of $1.08 for the last quarter, surpassing estimates by $0.09, and announced a dividend of $0.115 per share.
• Multiple analysts have issued positive ratings for TransUnion, with target price increases from Oppenheimer and BMO Capital Markets, indicating a consensus of a “Moderate Buy” for the stock.

Alliancebernstein L.P. increased its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 183.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 250,582 shares of the business services provider's stock after buying an additional 162,022 shares during the quarter. Alliancebernstein L.P. owned 0.13% of TransUnion worth $20,796,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of TRU. Fifth Third Bancorp boosted its position in TransUnion by 105.3% during the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after acquiring an additional 217 shares during the period. S Bank Fund Management Ltd purchased a new stake in shares of TransUnion in the first quarter worth approximately $44,000. Private Trust Co. NA boosted its holdings in shares of TransUnion by 194.1% during the first quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after purchasing an additional 365 shares during the period. Cary Street Partners Investment Advisory LLC grew its position in TransUnion by 55.4% during the first quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock valued at $75,000 after purchasing an additional 324 shares in the last quarter. Finally, Signaturefd LLC grew its position in TransUnion by 33.0% during the first quarter. Signaturefd LLC now owns 943 shares of the business services provider's stock valued at $78,000 after purchasing an additional 234 shares in the last quarter.

Insider Buying and Selling

In related news, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the transaction, the executive vice president owned 23,011 shares in the company, valued at $2,071,220.11. This trade represents a 18.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Tuesday, July 1st. The stock was sold at an average price of $87.14, for a total transaction of $87,140.00. Following the completion of the transaction, the insider owned 74,393 shares in the company, valued at $6,482,606.02. This trade represents a 1.33% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 10,309 shares of company stock worth $923,789 in the last quarter. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Down 4.0%

TRU stock opened at $89.93 on Thursday. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17. The company has a fifty day simple moving average of $91.44 and a 200 day simple moving average of $86.69. The firm has a market cap of $17.52 billion, a PE ratio of 44.97, a PEG ratio of 2.61 and a beta of 1.71.

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

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Friday, August 22nd were paid a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion's payout ratio is presently 23.00%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on TRU shares. Oppenheimer increased their target price on shares of TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. BMO Capital Markets lifted their target price on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Needham & Company LLC raised shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price for the company in a research note on Wednesday, September 3rd. Wells Fargo & Company decreased their target price on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research note on Friday, July 25th. Finally, Wall Street Zen lowered shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Eleven research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, TransUnion currently has an average rating of "Moderate Buy" and an average price target of $112.64.

About TransUnion

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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