Charles Schwab Investment Management Inc. Boosts Stock Holdings in TransUnion $TRU

Key Points

• Charles Schwab Investment Management Inc. increased its stake in TransUnion by 1.8%, owning approximately 712,890 shares worth $59.16 million following the purchase of 12,372 shares during the first quarter.
• TransUnion's stock was recently subject to several changes in analyst ratings, with Stifel Nicolaus lowering its target from $120.00 to $112.00 while maintaining a "buy" rating.
• The company announced a $0.115 quarterly dividend to be paid on September 8th, representing a 0.5% yield, with a payout ratio of 23.00%.

Charles Schwab Investment Management Inc. lifted its position in shares of TransUnion (NYSE:TRU - Free Report) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 712,890 shares of the business services provider's stock after acquiring an additional 12,372 shares during the quarter. Charles Schwab Investment Management Inc. owned approximately 0.37% of TransUnion worth $59,163,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of TRU. Fifth Third Bancorp raised its position 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 purchasing an additional 217 shares during the last quarter. Private Trust Co. NA raised its position in shares of TransUnion by 194.1% in the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after acquiring an additional 365 shares in the last quarter. Kapitalo Investimentos Ltda bought a new position in shares of TransUnion in the 4th quarter worth about $47,000. Quarry LP bought a new position in shares of TransUnion in the 4th quarter worth about $58,000. Finally, NewEdge Advisors LLC raised its position 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 worth $60,000 after acquiring an additional 272 shares in the last quarter.

TransUnion Price Performance

Shares of TransUnion stock traded up $0.4650 during trading on Tuesday, hitting $88.7550. The stock had a trading volume of 675,870 shares, compared to its average volume of 2,054,772. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The business's 50-day moving average is $90.77 and its 200 day moving average is $87.40. The firm has a market cap of $17.29 billion, a price-to-earnings ratio of 44.33, a P/E/G ratio of 2.48 and a beta of 1.65. 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 announced its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.09. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The company had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. During the same period in the previous year, the business 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. As a group, sell-side analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

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

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 972 shares of the company's stock in a transaction on Monday, August 4th. The shares were sold at an average price of $92.89, for a total value of $90,289.08. Following the completion of the transaction, the chief accounting officer directly 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total transaction of $87,140.00. Following the sale, the insider owned 74,393 shares of the company's stock, valued at approximately $6,482,606.02. The trade was a 1.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 3,972 shares of company stock valued at $353,549 over the last quarter. 0.22% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on TRU. Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. Wells Fargo & Company cut their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research note on Friday, July 25th. BMO Capital Markets upped their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. UBS Group reiterated a "neutral" rating and issued a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Finally, Stifel Nicolaus lowered their target price on shares of TransUnion from $120.00 to $112.00 and set a "buy" rating on the stock in a report on Friday, April 25th. Ten analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $112.46.

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.