BDF Gestion Has $2.59 Million Holdings in TransUnion $TRU

Key Points

• BDF Gestion has reduced its holdings in TransUnion by 9.8%, now owning 29,391 shares valued at approximately $2.59 million.
• Several institutional investors, including Lazard Asset Management, have significantly increased their positions in TransUnion, with Lazard's holdings jumping by 319.6% in the last quarter.
• TransUnion recently declared a quarterly dividend of $0.115 per share, with an annualized yield of 0.5% and a payout ratio of 23%.

BDF Gestion lessened its stake in shares of TransUnion (NYSE:TRU - Free Report) by 9.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,391 shares of the business services provider's stock after selling 3,203 shares during the quarter. BDF Gestion's holdings in TransUnion were worth $2,586,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in TRU. Lazard Asset Management LLC boosted its stake in shares of TransUnion by 319.6% during the 4th quarter. Lazard Asset Management LLC now owns 1,049 shares of the business services provider's stock worth $97,000 after acquiring an additional 799 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of TransUnion by 1,651.8% during the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,389 shares of the business services provider's stock worth $1,983,000 after acquiring an additional 20,168 shares in the last quarter. Toronto Dominion Bank boosted its stake in shares of TransUnion by 1.0% during the 4th quarter. Toronto Dominion Bank now owns 26,157 shares of the business services provider's stock worth $2,425,000 after acquiring an additional 270 shares in the last quarter. State of Wyoming bought a new stake in shares of TransUnion during the 4th quarter worth about $184,000. Finally, Two Sigma Advisers LP bought a new stake in shares of TransUnion during the 4th quarter worth about $1,020,000.

TransUnion Price Performance

NYSE TRU traded down $0.01 during trading hours on Tuesday, reaching $87.73. 1,320,510 shares of the company's stock were exchanged, compared to its average volume of 2,261,058. The stock has a market cap of $17.09 billion, a PE ratio of 43.84, a price-to-earnings-growth ratio of 2.52 and a beta of 1.71. TransUnion has a one year low of $66.38 and a one year high of $113.17. The firm has a fifty day moving average of $91.18 and a 200-day moving average of $86.62. 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 (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping analysts' consensus estimates of $0.99 by $0.09. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.TransUnion's revenue for the quarter was up 9.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.99 EPS. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. On average, equities research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

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

Analyst Ratings Changes

Several analysts have recently issued reports on the company. 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 research note on Wednesday, September 3rd. UBS Group reissued a "neutral" rating and set a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. BMO Capital Markets boosted their price objective on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Wells Fargo & Company cut their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Finally, Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. Eleven analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, TransUnion has an average rating of "Moderate Buy" and a consensus price target of $112.64.

Insider Buying and Selling at TransUnion

In other news, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on 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 of the company's stock, valued at $660,262.12. This represents a 12.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on 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 directly owned 74,393 shares in the company, valued at approximately $6,482,606.02. This trade represents a 1.33% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 10,309 shares of company stock worth $923,789. Insiders own 0.25% 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.