Everstar Asset Management LLC Takes Position in TransUnion $TRU

Key Points

• Everstar Asset Management LLC has invested approximately $2.37 million by acquiring 28,598 shares in TransUnion (NYSE: TRU) during Q1.
• Insider trading activity includes Steven M. Chaouki selling 1,000 shares, and Jennifer A. Williams selling 755 shares, indicating notable changes in insider positions.
• Research analysts have mixed views on TransUnion, with Oppenheimer raising its target price to $108 while Wall Street Zen downgraded its rating from "buy" to "hold."

Everstar Asset Management LLC bought a new stake in TransUnion (NYSE:TRU - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 28,598 shares of the business services provider's stock, valued at approximately $2,373,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fifth Third Bancorp lifted its holdings in shares of TransUnion by 105.3% in the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock valued at $35,000 after purchasing an additional 217 shares in the last quarter. S Bank Fund Management Ltd acquired a new position in shares of TransUnion during the first quarter worth about $44,000. Private Trust Co. NA boosted its position in shares of TransUnion by 194.1% during the first quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after buying an additional 365 shares during the period. Cary Street Partners Investment Advisory LLC boosted its position in shares of TransUnion by 55.4% during the first quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock worth $75,000 after buying an additional 324 shares during the period. Finally, Signaturefd LLC boosted its position in shares of TransUnion by 33.0% during the first quarter. Signaturefd LLC now owns 943 shares of the business services provider's stock worth $78,000 after buying an additional 234 shares during the period.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on TRU. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective for the company in a research report on Wednesday, September 3rd. Oppenheimer upped their price objective on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. UBS Group reaffirmed a "neutral" rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. BMO Capital Markets upped their price objective on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Finally, Wells Fargo & Company reduced their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Eleven research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $112.64.

TransUnion Stock Down 1.0%

Shares of NYSE:TRU traded down $0.96 during midday trading on Friday, reaching $91.99. The company had a trading volume of 2,489,891 shares, compared to its average volume of 2,031,355. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. The business's 50 day moving average price is $91.48 and its 200 day moving average price is $86.61. The stock has a market cap of $17.92 billion, a PE ratio of 46.00, a P/E/G ratio of 2.61 and a beta of 1.71. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last released 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 business had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.TransUnion's quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. Research analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $87.14, for a total transaction of $87,140.00. Following the transaction, the insider owned 74,393 shares of the company's stock, valued at $6,482,606.02. The trade was a 1.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer directly owned 7,108 shares in the company, 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 a total of 10,309 shares of company stock valued at $923,789 over the last 90 days. 0.22% of the stock is currently owned by insiders.

TransUnion 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.