Gulf International Bank UK Ltd Has $919,000 Position in TransUnion $TRU

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 cut its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 26.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund 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.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Townsquare Capital LLC boosted its stake 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 worth $956,000 after acquiring an additional 100 shares in the last quarter. Integrated Investment Consultants LLC raised its position in shares of TransUnion by 1.4% in the 1st quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock worth $944,000 after buying an additional 162 shares during the period. Rovin Capital UT ADV increased its position in TransUnion by 3.2% during the 1st quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider's stock worth $517,000 after purchasing an additional 195 shares in the last quarter. Integrated Wealth Concepts LLC grew its stake in shares of TransUnion by 9.0% in the fourth quarter. Integrated Wealth Concepts LLC now owns 2,390 shares of the business services provider's stock valued at $222,000 after buying an additional 197 shares in the last quarter. Finally, Nissay Asset Management Corp Japan ADV lifted its position in shares of TransUnion by 0.9% during the fourth quarter. Nissay Asset Management Corp Japan ADV now owns 23,697 shares of the business services provider's stock worth $2,220,000 after purchasing an additional 203 shares in the last quarter.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $91.21, for a total transaction of $91,210.00. Following the transaction, the insider directly owned 73,393 shares in the company, valued at approximately $6,694,175.53. The trade was a 1.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction on Monday, August 4th. The shares were sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the sale, the chief accounting officer directly owned 7,108 shares in the company, valued at $660,262.12. This represents a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 3,972 shares of company stock valued at $353,549 in the last ninety days. Insiders own 0.22% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. UBS Group reiterated a "neutral" rating and set a $105.00 target price (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. BMO Capital Markets increased their price target on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. Stifel Nicolaus lowered their price target on TransUnion from $120.00 to $112.00 and set a "buy" rating on the stock in a research report on Friday, April 25th. Needham & Company LLC reaffirmed a "hold" rating on shares of TransUnion in a research report on Friday, July 25th. Finally, Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Ten analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $112.46.

TransUnion Stock Performance

TRU stock traded up $5.4490 during midday trading on Friday, hitting $91.9790. The stock had a trading volume of 658,352 shares, compared to its average volume of 2,043,981. TransUnion has a 52 week low of $66.38 and a 52 week 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. The stock has a 50-day simple moving average of $90.76 and a 200 day simple moving average of $87.34. The firm has a market capitalization of $17.92 billion, a price-to-earnings ratio of 45.99, a P/E/G ratio of 2.45 and a beta of 1.65.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, topping 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 company had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. During the same quarter last year, the business posted $0.99 earnings per share. The company's revenue was up 9.5% on a year-over-year basis. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. As a group, equities research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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

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.