Ethic Inc. Buys 5,883 Shares of TransUnion $TRU

Key Points

• Ethic Inc. has increased its stake in TransUnion (TRU) by 32.1%, acquiring an additional 5,883 shares to hold a total of 24,209 shares valued at approximately $2.1 million.
• TransUnion recently reported earnings of $1.10 per share, surpassing the consensus estimate of $1.04, with revenues of $1.17 billion for the quarter, reflecting a year-over-year increase of 7.8%.
• The company announced a quarterly dividend of $0.115 per share, which was paid to shareholders, yielding an annualized rate of 0.5% based on a dividend payout ratio of 21.50%.

Ethic Inc. raised its stake in shares of TransUnion (NYSE:TRU - Free Report) by 32.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,209 shares of the business services provider's stock after acquiring an additional 5,883 shares during the period. Ethic Inc.'s holdings in TransUnion were worth $2,112,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of TRU. Geneos Wealth Management Inc. lifted its stake in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. Generali Asset Management SPA SGR bought a new position in TransUnion during the 2nd quarter valued at $30,000. MassMutual Private Wealth & Trust FSB lifted its stake in TransUnion by 132.7% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock valued at $31,000 after acquiring an additional 199 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its stake in TransUnion by 301.0% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider's stock valued at $36,000 after acquiring an additional 310 shares in the last quarter. Finally, S Bank Fund Management Ltd bought a new position in TransUnion during the 1st quarter valued at $44,000.

TransUnion Trading Up 2.7%

Shares of TRU opened at $85.77 on Friday. The business has a 50-day moving average of $85.40 and a 200 day moving average of $86.38. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $108.12. The firm has a market cap of $16.71 billion, a P/E ratio of 40.08, a price-to-earnings-growth ratio of 2.22 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, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.06. TransUnion had a return on equity of 16.14% and a net margin of 9.47%.The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same quarter last year, the firm posted $1.04 EPS. The firm's revenue for the quarter was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. As a group, research analysts forecast 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 issued a $0.115 dividend. The ex-dividend date of this dividend was Friday, August 22nd. This represents a $0.46 annualized dividend and a yield of 0.5%. TransUnion's dividend payout ratio (DPR) is 21.50%.

Analysts Set New Price Targets

Several equities analysts have weighed in on TRU shares. Needham & Company LLC restated a "buy" rating and set a $115.00 price objective on shares of TransUnion in a research note on Monday. Stifel Nicolaus set a $103.00 target price on TransUnion in a research note on Friday. Seaport Res Ptn upgraded TransUnion to a "hold" rating in a research note on Wednesday, October 1st. Robert W. Baird set a $125.00 target price on TransUnion in a research note on Friday. Finally, Wells Fargo & Company lowered 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. Nine analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, TransUnion presently has a consensus rating of "Moderate Buy" and a consensus price target of $104.08.

Insider Buying and Selling

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total transaction of $83,190.00. Following the completion of the transaction, the insider owned 64,592 shares of the company's stock, valued at $5,373,408.48. The trade was a 1.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Jennifer A. Williams sold 755 shares of TransUnion 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 transaction, the chief accounting officer directly owned 5,691 shares of the company's stock, valued at $503,425.86. The trade was a 11.71% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 10,309 shares of company stock valued at $919,839. 0.22% of the stock is 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.

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