TransUnion $TRU Shares Sold by BI Asset Management Fondsmaeglerselskab A S

Key Points

• BI Asset Management Fondsmaeglerselskab A S significantly reduced its stake in TransUnion by 63.1%, bringing its holdings to $579,000 after selling 11,957 shares.
• In the first quarter, several institutional investors, including BNP PARIBAS ASSET MANAGEMENT and Wellington Management Group, notably increased their positions in TransUnion, reflecting growing investor interest.
• TransUnion's most recent earnings report indicated a 9.5% year-over-year revenue growth, with a reported $1.08 EPS that exceeded analysts' estimates, alongside a guidance for FY 2025 of 4.030-4.140 EPS.

BI Asset Management Fondsmaeglerselskab A S decreased its position in TransUnion (NYSE:TRU - Free Report) by 63.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,978 shares of the business services provider's stock after selling 11,957 shares during the period. BI Asset Management Fondsmaeglerselskab A S's holdings in TransUnion were worth $579,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in TransUnion by 73.0% in the 1st quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 32,608 shares of the business services provider's stock worth $2,722,000 after acquiring an additional 13,760 shares during the last quarter. Wellington Management Group LLP raised its stake in TransUnion by 61.2% in the 1st quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock worth $902,761,000 after acquiring an additional 4,128,104 shares during the last quarter. Korea Investment CORP raised its stake in TransUnion by 20.6% in the 1st quarter. Korea Investment CORP now owns 172,568 shares of the business services provider's stock worth $14,321,000 after acquiring an additional 29,477 shares during the last quarter. Aviso Financial Inc. raised its stake in TransUnion by 18.9% in the 1st quarter. Aviso Financial Inc. now owns 11,069 shares of the business services provider's stock worth $919,000 after acquiring an additional 1,762 shares during the last quarter. Finally, Northern Trust Corp raised its stake in TransUnion by 4.3% in the 1st quarter. Northern Trust Corp now owns 1,221,362 shares of the business services provider's stock worth $101,361,000 after acquiring an additional 50,044 shares during the last quarter.

TransUnion Price Performance

Shares of TransUnion stock traded down $0.20 on Thursday, hitting $88.88. The company's stock had a trading volume of 519,859 shares, compared to its average volume of 2,026,687. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17. The firm has a fifty day moving average price of $91.15 and a 200-day moving average price of $87.15. The company has a market capitalization of $17.31 billion, a price-to-earnings ratio of 44.45, a price-to-earnings-growth ratio of 2.50 and a beta of 1.65.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share 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 firm 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 revenue for the quarter 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. As a group, sell-side analysts anticipate 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 will be paid on Monday, September 8th. Investors of record on Friday, August 22nd will be issued 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 presently 23.00%.

Insider Activity

In related news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $91.21, for a total value of $91,210.00. Following the sale, the insider directly owned 73,393 shares in the company, valued at approximately $6,694,175.53. The trade was a 1.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, 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 completion of the sale, the chief accounting officer owned 7,108 shares in the company, valued at approximately $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 4,217 shares of company stock worth $375,408. 0.22% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Needham & Company LLC reiterated a "hold" rating on shares of TransUnion in a research note on Friday, July 25th. Oppenheimer lifted their price objective on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a research note on Tuesday, July 8th. UBS Group reiterated a "neutral" rating and set a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Finally, Wells Fargo & Company reduced their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research note on Friday, July 25th. Ten equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $112.46.

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.