Armistice Capital LLC Invests $996,000 in TransUnion $TRU

Key Points

• Armistice Capital LLC has made a new investment of $996,000 in TransUnion, acquiring 12,000 shares of the company during the first quarter.
• TransUnion recently announced a quarterly dividend of $0.115 per share, reflecting an annualized dividend of $0.46 and a yield of 0.5%.
• Analysts have mixed views on TransUnion, with 10 rating it as a Buy and a consensus price target of $112.46, although some firms have downgraded their ratings recently.

Armistice Capital LLC purchased a new position in TransUnion (NYSE:TRU - Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 12,000 shares of the business services provider's stock, valued at approximately $996,000.

A number of other institutional investors also recently bought and sold shares of TRU. Fifth Third Bancorp lifted its position in TransUnion by 105.3% in the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after buying an additional 217 shares during the last quarter. S Bank Fund Management Ltd bought a new stake in TransUnion in the first quarter worth $44,000. Private Trust Co. NA lifted its position in TransUnion by 194.1% in the first quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after buying an additional 365 shares during the last quarter. NewEdge Advisors LLC lifted its position in TransUnion by 72.1% in the fourth quarter. NewEdge Advisors LLC now owns 649 shares of the business services provider's stock worth $60,000 after buying an additional 272 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC lifted its position in TransUnion by 55.4% in the first quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock worth $75,000 after buying an additional 324 shares during the last quarter.

Insider Activity

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer owned 7,108 shares in the company, valued at $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total value 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 sold 4,972 shares of company stock worth $443,405 in the last quarter. 0.25% of the stock is owned by insiders.

TransUnion Stock Down 0.4%

Shares of TRU stock traded down $0.37 on Wednesday, hitting $86.09. The stock had a trading volume of 1,803,469 shares, compared to its average volume of 1,579,510. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. The business has a 50 day moving average price of $91.20 and a 200 day moving average price of $86.85. The company has a market cap of $16.77 billion, a PE ratio of 43.05, a P/E/G ratio of 2.47 and a beta of 1.71. TransUnion has a one year low of $66.38 and a one year high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last posted its earnings results 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 return on equity of 16.08% and a net margin of 8.99%.The company had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same quarter in the previous year, the firm earned $0.99 earnings per share. The firm'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. Research analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, September 8th. Shareholders of record on Friday, August 22nd will be paid a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.5%. The ex-dividend date is Friday, August 22nd. TransUnion's payout ratio is 23.00%.

Wall Street Analyst Weigh In

TRU has been the subject of a number of analyst reports. Oppenheimer raised their price target on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price for the company in a research report on Wednesday. UBS Group reiterated a "neutral" rating and set a $105.00 target price (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. BMO Capital Markets lifted their target price on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Finally, Wells Fargo & Company decreased their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Eleven research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, TransUnion has an average rating of "Moderate Buy" and an average target price of $112.64.

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.