TransUnion $TRU Stake Cut by Gulf International Bank UK Ltd

Key Points

• Gulf International Bank UK Ltd reduced its holdings in TransUnion by 26.7% in the first quarter, now owning 11,083 shares valued at approximately $919,000.
• A significant number of large investors have changed their stakes in TransUnion, with Prudential PLC increasing holdings by 462.4%, making it among the largest changes during the quarter.
• Analysts have set a consensus rating of "Moderate Buy" for TransUnion, with an average price target of $112.46.

Gulf International Bank UK Ltd reduced its position in shares of TransUnion (NYSE:TRU - Free Report) by 26.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,083 shares of the business services provider's stock after selling 4,032 shares during the period. Gulf International Bank UK Ltd's holdings in TransUnion were worth $919,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in TRU. Raymond James Financial Inc. acquired a new stake in shares of TransUnion during the 4th quarter valued at approximately $16,002,000. Townsquare Capital LLC raised its position in shares of TransUnion by 1.0% during the 4th quarter. Townsquare Capital LLC now owns 10,311 shares of the business services provider's stock valued at $956,000 after acquiring an additional 100 shares in the last quarter. PEAK6 LLC acquired a new stake in shares of TransUnion during the 4th quarter valued at approximately $1,582,000. NewEdge Advisors LLC raised its position in shares of TransUnion by 72.1% during the 4th quarter. NewEdge Advisors LLC now owns 649 shares of the business services provider's stock valued at $60,000 after acquiring an additional 272 shares in the last quarter. Finally, Zacks Investment Management acquired a new stake in shares of TransUnion during the 4th quarter valued at approximately $410,000.

Analyst Ratings Changes

A number of research analysts recently commented on TRU shares. Stifel Nicolaus lowered their price objective on TransUnion from $120.00 to $112.00 and set a "buy" rating for the company in a research note on Friday, April 25th. Wall Street Zen downgraded TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. 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 note on Friday, July 25th. Needham & Company LLC restated a "hold" rating on shares of TransUnion in a research note on Friday, July 25th. Finally, Wells Fargo & Company lowered their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research note on Friday, July 25th. Ten analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, TransUnion currently has an average rating of "Moderate Buy" and a consensus target price of $112.46.

TransUnion Price Performance

NYSE:TRU traded down $0.10 during mid-day trading on Tuesday, reaching $88.19. 1,848,211 shares of the stock were exchanged, compared to its average volume of 2,091,217. The business has a fifty day moving average price of $90.75 and a 200 day moving average price of $87.40. The firm has a market capitalization of $17.18 billion, a PE ratio of 44.10, a PEG ratio of 2.46 and a beta of 1.65. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09.

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, topping analysts' consensus estimates of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same period in the previous year, the company earned $0.99 earnings per share. TransUnion's revenue 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. Research analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Insiders Place Their Bets

In related news, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction 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 completion of the transaction, the chief accounting officer owned 7,108 shares in the company, valued at $660,262.12. This trade represents a 12.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total value of $87,140.00. Following the completion of the transaction, the insider owned 74,393 shares of the company's stock, valued at $6,482,606.02. This trade represents a 1.33% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 3,972 shares of company stock valued at $353,549 in the last quarter. 0.25% of the stock is currently owned by corporate 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.