Blair William & Co. IL Cuts Stock Holdings in TransUnion $TRU

Key Points

• Blair William & Co. IL reduced its stake in TransUnion by 28.8%, owning 52,624 shares worth approximately $4.63 million after selling 21,239 shares in the second quarter.
• Recent insider sales included Steven M. Chaouki and Jennifer A. Williams, with significant decreases in their holdings following stock transactions.
• TransUnion's shares recently opened at $77.57 and have a 52-week range of $66.38 to $113.17, with a consensus rating of "Moderate Buy" from analysts.

Blair William & Co. IL trimmed its position in shares of TransUnion (NYSE:TRU - Free Report) by 28.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,624 shares of the business services provider's stock after selling 21,239 shares during the quarter. Blair William & Co. IL's holdings in TransUnion were worth $4,631,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of TRU. SG Americas Securities LLC boosted its holdings in TransUnion by 4.0% during the 1st quarter. SG Americas Securities LLC now owns 18,311 shares of the business services provider's stock worth $1,520,000 after acquiring an additional 709 shares during the last quarter. Fifth Third Bancorp boosted its holdings 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 last quarter. Opal Wealth Advisors LLC purchased a new position in TransUnion during the 1st quarter worth $127,000. Hengehold Capital Management LLC boosted its holdings in TransUnion by 29.1% during the 1st quarter. Hengehold Capital Management LLC now owns 6,320 shares of the business services provider's stock worth $524,000 after acquiring an additional 1,424 shares during the last quarter. Finally, Blue Trust Inc. boosted its holdings in TransUnion by 65.7% during the 1st quarter. Blue Trust Inc. now owns 1,173 shares of the business services provider's stock worth $97,000 after acquiring an additional 465 shares during the last quarter.

Insider Activity at TransUnion

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

Analyst Upgrades and Downgrades

A number of research firms have issued reports on TRU. Oppenheimer lifted their price objective on shares of TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a report on Tuesday, July 8th. Seaport Res Ptn raised shares of TransUnion to a "hold" rating in a report on Wednesday, October 1st. Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. BMO Capital Markets boosted their price target on shares of TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Finally, Needham & Company LLC raised shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a report on Wednesday, September 3rd. Ten research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, TransUnion presently has a consensus rating of "Moderate Buy" and a consensus price target of $109.31.

TransUnion Trading Down 1.8%

Shares of TransUnion stock opened at $77.57 on Monday. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The stock's 50-day simple moving average is $87.37 and its 200 day simple moving average is $86.32. The stock has a market capitalization of $15.11 billion, a P/E ratio of 38.79, a P/E/G ratio of 2.10 and a beta of 1.71. 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 (NYSE:TRU - Get Free Report) last announced its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating 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 business had revenue of $1.14 billion for the quarter, compared to analysts' expectations of $1.10 billion. During the same period in the previous year, the business posted $0.99 EPS. 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. As a group, research analysts anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The company 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 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, August 22nd. TransUnion's payout ratio is currently 23.00%.

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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