Independent Franchise Partners LLP Boosts Position in TransUnion $TRU

Key Points

• Independent Franchise Partners LLP has increased its stake in TransUnion by 1.5%, now owning approximately 2.1 million shares valued at $175.654 million, representing 1.3% of its portfolio.
• TransUnion reported a quarterly EPS of $1.08, exceeding estimates of $0.99, and has set guidance for the fiscal year 2025 ranging from 4.030 to 4.140 EPS.
• The company has declared a quarterly dividend of $0.115 per share, with the dividend yield at 0.5% and a payout ratio of 23.00%.

Independent Franchise Partners LLP raised its stake in TransUnion (NYSE:TRU - Free Report) by 1.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,116,568 shares of the business services provider's stock after acquiring an additional 30,518 shares during the quarter. TransUnion makes up 1.3% of Independent Franchise Partners LLP's portfolio, making the stock its 22nd biggest holding. Independent Franchise Partners LLP owned approximately 1.08% of TransUnion worth $175,654,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Integrated Investment Consultants LLC raised its holdings in shares of TransUnion by 1.4% in the first quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock worth $944,000 after acquiring an additional 162 shares during the last quarter. Rovin Capital UT ADV raised its holdings in shares of TransUnion by 3.2% in the first quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider's stock worth $517,000 after acquiring an additional 195 shares during the last quarter. Integrated Wealth Concepts LLC raised its holdings 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 worth $222,000 after acquiring an additional 197 shares during the last quarter. Nissay Asset Management Corp Japan ADV raised its holdings in shares of TransUnion by 0.9% in 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 acquiring an additional 203 shares during the last quarter. Finally, New Century Financial Group LLC raised its holdings in shares of TransUnion by 8.7% in the first quarter. New Century Financial Group LLC now owns 2,643 shares of the business services provider's stock worth $219,000 after acquiring an additional 212 shares during the last quarter.

Insider Transactions at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction dated Monday, August 4th. The stock was 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 owned 7,108 shares of the company's stock, valued at approximately $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $91.21, for a total value of $91,210.00. Following the sale, the insider directly owned 73,393 shares of the company's stock, valued at approximately $6,694,175.53. This trade represents a 1.34% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 3,972 shares of company stock valued at $353,549. 0.22% of the stock is owned by company insiders.

TransUnion Stock Performance

TransUnion stock opened at $91.0090 on Friday. The firm has a market capitalization of $17.73 billion, a P/E ratio of 45.50, a PEG ratio of 2.54 and a beta of 1.65. The stock has a fifty day moving average price of $90.91 and a 200 day moving average price of $87.23. 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.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results 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 return on equity of 16.08% and a net margin of 8.99%.The firm had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. During the same period in the prior year, the firm posted $0.99 earnings per share. The business's quarterly 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. Equities research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 8th. Shareholders of record on Friday, August 22nd will be 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 is Friday, August 22nd. TransUnion's payout ratio is 23.00%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on TRU shares. BMO Capital Markets boosted their price target on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. UBS Group reissued a "neutral" rating and issued a $105.00 price target (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Needham & Company LLC reiterated a "hold" rating on shares of TransUnion in a research note on Friday, July 25th. Finally, Wells Fargo & Company dropped their target price 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 research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $112.46.

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.

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