Everstar Asset Management LLC Makes New Investment 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 acquired a new position in shares of TransUnion (NYSE:TRU - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 28,598 shares of the business services provider's stock, valued at approximately $2,373,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fifth Third Bancorp grew 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. S Bank Fund Management Ltd purchased a new position in TransUnion during the 1st quarter worth $44,000. Private Trust Co. NA grew its position in TransUnion by 194.1% during the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after purchasing an additional 365 shares during the last quarter. Cary Street Partners Investment Advisory LLC grew its position in TransUnion by 55.4% during the 1st quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock worth $75,000 after purchasing an additional 324 shares during the last quarter. Finally, Signaturefd LLC grew its position in TransUnion by 33.0% during the 1st quarter. Signaturefd LLC now owns 943 shares of the business services provider's stock worth $78,000 after purchasing an additional 234 shares during the last quarter.

Insider Activity

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $86.12, for a total value of $86,120.00. Following the completion of the sale, the insider owned 65,592 shares in the company, valued at $5,648,783.04. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Jennifer A. Williams sold 755 shares of the firm's stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the sale, the chief accounting officer owned 5,691 shares of the company's stock, 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 sold 4,972 shares of company stock valued at $443,405 in the last quarter. Company insiders own 0.25% of the company's stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Oppenheimer raised their price objective on shares of TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Wall Street Zen cut shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Wells Fargo & Company reduced their target price on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research note on Friday, July 25th. Needham & Company LLC upgraded shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price for the company in a research note on Wednesday, September 3rd. Finally, UBS Group restated a "neutral" rating and issued a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Eleven research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $112.64.

TransUnion Stock Up 1.2%

Shares of NYSE TRU opened at $90.07 on Monday. 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 has a 52 week low of $66.38 and a 52 week high of $113.17. The firm has a 50-day moving average price of $91.26 and a 200 day moving average price of $86.60. The stock has a market capitalization 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.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, beating 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 firm had revenue of $1.14 billion during the quarter, compared to analysts' expectations of $1.10 billion. During the same quarter last year, the business earned $0.99 earnings per share. The business's revenue for the quarter 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. Equities research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

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