Gateway Investment Advisers LLC Acquires 21,955 Shares of TransUnion $TRU

Key Points

• Gateway Investment Advisers boosted its stake in TransUnion by 141.8%, acquiring 21,955 shares to hold 37,439 shares valued at about $3.21 million at the end of the quarter.
• TransUnion topped Q1 expectations with $1.18 EPS (vs. $1.11 est.) and $1.25B revenue (vs. $1.21B est.), reported 13.7% YoY revenue growth, and set Q2 guidance of $1.130–$1.150 EPS.
• Wall Street sentiment averages a "Moderate Buy" with a mean price target of $91.47, and the company recently raised its quarterly dividend to $0.125 ($0.50 annualized), a ~0.7% yield.

Gateway Investment Advisers LLC increased its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 141.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 37,439 shares of the business services provider's stock after acquiring an additional 21,955 shares during the period. Gateway Investment Advisers LLC's holdings in TransUnion were worth $3,210,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider's stock worth $1,596,587,000 after acquiring an additional 517,098 shares during the last quarter. State Street Corp lifted its stake in shares of TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider's stock worth $568,177,000 after acquiring an additional 2,600,425 shares during the last quarter. Ninety One UK Ltd lifted its stake in shares of TransUnion by 1.9% during the 4th quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider's stock worth $308,877,000 after acquiring an additional 65,612 shares during the last quarter. APG Asset Management N.V. lifted its stake in shares of TransUnion by 10.3% during the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider's stock worth $293,621,000 after acquiring an additional 328,541 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its stake in shares of TransUnion by 3.9% during the 3rd quarter. Victory Capital Management Inc. now owns 3,267,053 shares of the business services provider's stock worth $273,714,000 after acquiring an additional 121,526 shares during the last quarter.

TransUnion Price Performance

Shares of TRU opened at $72.93 on Friday. The company has a 50 day moving average price of $72.38 and a 200-day moving average price of $78.36. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The stock has a market capitalization of $14.06 billion, a PE ratio of 20.20, a PEG ratio of 1.24 and a beta of 1.57. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, topping the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business's revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion's previous quarterly dividend of $0.12. TransUnion's dividend payout ratio is presently 13.85%.

Wall Street Analyst Weigh In

Several research analysts have commented on TRU shares. Wells Fargo & Company reduced their price objective on TransUnion from $100.00 to $90.00 and set an "overweight" rating on the stock in a report on Friday, February 13th. Bank of America started coverage on TransUnion in a report on Tuesday, February 17th. They set a "neutral" rating and a $83.00 price objective on the stock. The Goldman Sachs Group reduced their price objective on TransUnion from $92.00 to $80.00 and set a "neutral" rating on the stock in a report on Friday, February 13th. JPMorgan Chase & Co. reduced their price objective on TransUnion from $95.00 to $90.00 and set an "overweight" rating on the stock in a report on Wednesday, April 29th. Finally, Robert W. Baird set a $108.00 price objective on TransUnion in a report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $91.47.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 5,000 shares of the company's stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $359,650.00. Following the transaction, the insider directly owned 84,711 shares of the company's stock, valued at $6,093,262.23. This represents a 5.57% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of the company's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the transaction, the executive vice president directly owned 41,063 shares in the company, valued at $3,177,044.31. This represents a 9.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 18,729 shares of company stock valued at $1,387,839. 0.37% of the stock is currently owned by insiders.

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company's offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.

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