TransUnion $TRU Shares Acquired by BNP PARIBAS ASSET MANAGEMENT Holding S.A.

Key Points

• BNP Paribas Asset Management increased its stake in TransUnion by 73.0%, owning 32,608 shares valued at approximately $2.72 million.
• Several analysts have rated TransUnion with mostly positive outlooks, including a "Moderate Buy" consensus rating and an average target price of $112.46.
• TransUnion recently announced a quarterly dividend of $0.115 per share, with a payment date set for September 8th.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its holdings in TransUnion (NYSE:TRU - Free Report) by 73.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,608 shares of the business services provider's stock after buying an additional 13,760 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A.'s holdings in TransUnion were worth $2,722,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in TRU. Raymond James Financial Inc. bought a new stake in TransUnion during the fourth quarter valued at about $16,002,000. NewEdge Advisors LLC boosted its holdings in shares of TransUnion by 72.1% in the 4th quarter. NewEdge Advisors LLC now owns 649 shares of the business services provider's stock valued at $60,000 after buying an additional 272 shares in the last quarter. Canada Pension Plan Investment Board grew its position in shares of TransUnion by 1,375.0% in the 4th quarter. Canada Pension Plan Investment Board now owns 17,700 shares of the business services provider's stock worth $1,641,000 after buying an additional 16,500 shares during the last quarter. CANADA LIFE ASSURANCE Co raised its stake in shares of TransUnion by 4.4% during the 4th quarter. CANADA LIFE ASSURANCE Co now owns 196,749 shares of the business services provider's stock worth $18,221,000 after acquiring an additional 8,273 shares in the last quarter. Finally, Forum Financial Management LP raised its stake in shares of TransUnion by 20.9% during the 4th quarter. Forum Financial Management LP now owns 3,848 shares of the business services provider's stock worth $357,000 after acquiring an additional 665 shares in the last quarter.

TransUnion Stock Performance

NYSE TRU traded down $1.1830 during trading hours on Thursday, reaching $86.5770. The stock had a trading volume of 1,042,860 shares, compared to its average volume of 1,962,982. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The stock has a fifty day moving average of $90.76 and a 200 day moving average of $87.34. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. The stock has a market cap of $16.87 billion, a P/E ratio of 43.29, a price-to-earnings-growth ratio of 2.45 and a beta of 1.65.

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 analysts' consensus estimates of $0.99 by $0.09. The company had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The firm's quarterly revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.99 earnings per share. 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 predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

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

Wall Street Analyst Weigh In

TRU has been the topic of several analyst reports. UBS Group reaffirmed a "neutral" rating and issued a $105.00 price target (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Stifel Nicolaus reduced their target price on TransUnion from $120.00 to $112.00 and set a "buy" rating on the stock in a research report on Friday, April 25th. Oppenheimer raised their price target on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a report on Tuesday, July 8th. Wells Fargo & Company decreased their price objective on shares of 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 downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. Ten research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $112.46.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction on Friday, August 8th. The shares were sold at an average price of $91.21, for a total transaction of $91,210.00. Following the sale, the insider owned 73,393 shares in the company, valued at approximately $6,694,175.53. This trade represents a 1.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the company's stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the transaction, the chief accounting officer owned 7,108 shares of the company's stock, valued at approximately $660,262.12. This trade represents a 12.03% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 3,972 shares of company stock worth $353,549 over the last three months. 0.22% of the stock is currently owned by insiders.

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.