Citigroup Inc. Grows Position in TransUnion $TRU

Key Points

• Citigroup Inc. increased its stake in TransUnion by 20.7%, acquiring an additional 23,915 shares and giving the firm a total ownership of approximately $11.56 million.
• TransUnion's stock price recently dropped by 1.2%, trading at $89.02 with a market cap of $17.34 billion, and a price-to-earnings ratio of 44.51.
• The company announced a quarterly dividend of $0.115 per share, with the dividend yield currently sitting at 0.5% and a payout ratio of 23%.

Citigroup Inc. grew its stake in shares of TransUnion (NYSE:TRU - Free Report) by 20.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 139,238 shares of the business services provider's stock after buying an additional 23,915 shares during the period. Citigroup Inc. owned 0.07% of TransUnion worth $11,555,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Townsquare Capital LLC increased its position in shares of TransUnion by 1.0% during the fourth quarter. Townsquare Capital LLC now owns 10,311 shares of the business services provider's stock valued at $956,000 after buying an additional 100 shares during the period. Integrated Investment Consultants LLC increased its position in shares of TransUnion by 1.4% during the first quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock valued at $944,000 after buying an additional 162 shares during the period. Rovin Capital UT ADV increased its position in shares of TransUnion by 3.2% during the first quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider's stock valued at $517,000 after buying an additional 195 shares during the period. Integrated Wealth Concepts LLC increased its position in shares of TransUnion by 9.0% during the fourth quarter. Integrated Wealth Concepts LLC now owns 2,390 shares of the business services provider's stock valued at $222,000 after buying an additional 197 shares during the period. Finally, Nissay Asset Management Corp Japan ADV increased its position in shares of TransUnion by 0.9% during the fourth quarter. Nissay Asset Management Corp Japan ADV now owns 23,697 shares of the business services provider's stock valued at $2,220,000 after buying an additional 203 shares during the period.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on TRU shares. Stifel Nicolaus decreased their price target 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 upped their price target on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a research report on Tuesday, July 8th. Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. UBS Group restated a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Finally, BMO Capital Markets upped their price objective on shares of TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Ten analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, TransUnion currently has an average rating of "Moderate Buy" and an average target price of $112.46.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $91.21, for a total transaction of $91,210.00. Following the completion of the sale, the insider owned 73,393 shares of the company's stock, valued at approximately $6,694,175.53. This represents a 1.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction that occurred 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 sale, the chief accounting officer directly 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 sold a total of 3,972 shares of company stock valued at $353,549 in the last ninety days. 0.22% of the stock is owned by corporate insiders.

TransUnion Trading Up 1.4%

Shares of TransUnion stock traded up $1.2550 during trading on Tuesday, reaching $89.5450. The company's stock had a trading volume of 174,044 shares, compared to its average volume of 2,051,640. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The company has a market cap of $17.44 billion, a price-to-earnings ratio of 44.75, a PEG ratio of 2.48 and a beta of 1.65. The firm's 50-day moving average is $90.77 and its two-hundred day moving average is $87.40. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

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 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 analysts' expectations of $1.10 billion. During the same quarter in the prior year, the company earned $0.99 EPS. The firm's revenue was up 9.5% on a year-over-year basis. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. On average, sell-side analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

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

TransUnion Company 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.