Crow s Nest Holdings LP Sells 54,000 Shares of TransUnion $TRU

Key Points

• Crow s Nest Holdings LP reduced its stake in TransUnion by 12.9%, selling 54,000 shares and now owns 366,000 shares, representing approximately 0.19% of the company worth $30.37 million.
• Recent analysts' upgrades include Needham & Company LLC raising TransUnion from "hold" to "buy" with a target price of $115.00, and Oppenheimer increasing their target from $100.00 to $108.00.
• TransUnion has declared a quarterly dividend of $0.115, with a payout ratio of 23.00%, and the annualized yield stands at 0.5%.

Crow s Nest Holdings LP reduced its position in shares of TransUnion (NYSE:TRU - Free Report) by 12.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 366,000 shares of the business services provider's stock after selling 54,000 shares during the period. TransUnion makes up approximately 7.5% of Crow s Nest Holdings LP's investment portfolio, making the stock its 6th biggest position. Crow s Nest Holdings LP owned 0.19% of TransUnion worth $30,374,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Alliancebernstein L.P. raised its position in TransUnion by 183.0% during the first quarter. Alliancebernstein L.P. now owns 250,582 shares of the business services provider's stock valued at $20,796,000 after purchasing an additional 162,022 shares in the last quarter. Point72 Europe London LLP raised its position in TransUnion by 27.9% during the first quarter. Point72 Europe London LLP now owns 128,930 shares of the business services provider's stock valued at $10,700,000 after purchasing an additional 28,130 shares in the last quarter. Royal Bank of Canada raised its position in TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider's stock valued at $6,288,000 after purchasing an additional 34,867 shares in the last quarter. Northern Right Capital Management L.P. raised its position in TransUnion by 155.8% during the first quarter. Northern Right Capital Management L.P. now owns 151,013 shares of the business services provider's stock valued at $12,533,000 after purchasing an additional 91,979 shares in the last quarter. Finally, Armistice Capital LLC acquired a new position in TransUnion during the first quarter valued at approximately $996,000.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Oppenheimer upped their price target on shares of TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a report on Tuesday, July 8th. UBS Group reiterated a "neutral" rating and set a $105.00 price target (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Wells Fargo & Company lowered their price target on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a report on Friday, July 25th. BMO Capital Markets upped 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, Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. Eleven research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $112.64.

TransUnion Trading Up 1.2%

Shares of TransUnion stock traded up $1.05 during trading on Friday, hitting $90.07. The company's stock had a trading volume of 2,366,578 shares, compared to its average volume of 1,631,844. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. TransUnion has a 52 week low of $66.38 and a 52 week high of $113.17. The stock has a market cap of $17.54 billion, a price-to-earnings ratio of 45.03, a price-to-earnings-growth ratio of 2.51 and a beta of 1.71. The stock has a 50-day moving average price of $91.26 and a two-hundred day moving average price of $86.66.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share 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 for the quarter, compared to analysts' expectations of $1.10 billion. During the same quarter in the previous year, the firm posted $0.99 earnings per share. TransUnion's revenue for the quarter 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. Equities research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction on Tuesday, September 2nd. The shares were sold at an average price of $86.12, for a total transaction of $86,120.00. Following the sale, the insider owned 65,592 shares of the company's stock, valued at approximately $5,648,783.04. This represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 755 shares of the stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the transaction, the chief accounting officer directly owned 5,691 shares in the company, valued at $503,425.86. This trade represents a 11.71% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 4,972 shares of company stock worth $443,405 in the last ninety days. Insiders own 0.22% of the company's stock.

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.