Kayne Anderson Rudnick Investment Management LLC Has $44.06 Million Stock Position in TransUnion $TRU

Key Points

• Kayne Anderson Rudnick Investment Management LLC increased its holdings in TransUnion to 530,912 shares, valued at approximately $44.06 million, reflecting a 1.7% growth during the first quarter.
• TransUnion reported earnings of $1.08 per share in its latest quarterly results, exceeding analysts' expectations and marking a 9.5% increase in revenue compared to the previous year.
• The company declared a quarterly dividend of $0.115 per share, with an annualized yield of 0.5%, payable on September 8th to stockholders of record.

Kayne Anderson Rudnick Investment Management LLC grew its position in shares of TransUnion (NYSE:TRU - Free Report) by 1.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 530,912 shares of the business services provider's stock after buying an additional 8,867 shares during the period. Kayne Anderson Rudnick Investment Management LLC owned about 0.27% of TransUnion worth $44,060,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Massachusetts Financial Services Co. MA lifted its stake in TransUnion by 10.9% during the first quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider's stock worth $1,798,765,000 after purchasing an additional 2,134,342 shares during the last quarter. Vanguard Group Inc. lifted its holdings in shares of TransUnion by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 18,264,902 shares of the business services provider's stock worth $1,515,804,000 after purchasing an additional 198,245 shares during the last quarter. Wellington Management Group LLP boosted its position in TransUnion by 61.2% during the 1st quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock valued at $902,761,000 after purchasing an additional 4,128,104 shares during the period. T. Rowe Price Investment Management Inc. lifted its stake in TransUnion by 0.9% in the first quarter. T. Rowe Price Investment Management Inc. now owns 3,411,925 shares of the business services provider's stock valued at $283,156,000 after buying an additional 28,996 shares during the last quarter. Finally, Victory Capital Management Inc. grew its position in shares of TransUnion by 15.3% during the first quarter. Victory Capital Management Inc. now owns 3,146,693 shares of the business services provider's stock worth $261,144,000 after acquiring an additional 418,693 shares during the last quarter.

Insider Buying and Selling at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $91.21, for a total transaction of $91,210.00. Following the completion of the sale, the insider directly owned 73,393 shares in the company, valued at approximately $6,694,175.53. This trade represents a 1.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 7,108 shares in the company, valued at $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 4,217 shares of company stock worth $375,408. Company insiders own 0.22% of the company's stock.

TransUnion Price Performance

Shares of NYSE TRU traded down $0.26 during trading on Friday, hitting $88.41. The company had a trading volume of 1,522,066 shares, compared to its average volume of 2,023,040. TransUnion has a 52 week low of $66.38 and a 52 week high of $113.17. The business's 50-day moving average is $91.23 and its 200 day moving average is $87.12. The company has a market cap of $17.22 billion, a P/E ratio of 44.21, a PEG ratio of 2.49 and a beta of 1.65. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03.

TransUnion (NYSE:TRU - Get Free Report) last issued 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 business had revenue of $1.14 billion for the quarter, compared to analysts' expectations of $1.10 billion. During the same period in the previous year, the firm posted $0.99 EPS. The company's quarterly 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. Equities research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company 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 $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Friday, August 22nd. TransUnion's dividend payout ratio (DPR) is presently 23.00%.

Analyst Ratings Changes

Several brokerages recently weighed in on TRU. Needham & Company LLC reiterated a "hold" rating on shares of TransUnion in a research report on Friday, July 25th. Oppenheimer lifted their price target on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a report on Tuesday, July 8th. UBS Group reissued a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. BMO Capital Markets raised their target price on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Finally, Wells Fargo & Company reduced their price target on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Ten equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, TransUnion has a consensus rating of "Moderate Buy" and a consensus 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.