Lansforsakringar Fondforvaltning AB publ Has $5.29 Million Stock Holdings in TransUnion $TRU

Key Points

• Lansforsakringar Fondforvaltning AB publ reduced its stake in TransUnion by 10.1%, selling 7,189 shares, which leaves it with a total of 63,796 shares valued at approximately $5.29 million.
• Insider transactions indicate notable selling activity, with CAO Jennifer A. Williams and insider Steven M. Chaouki selling shares, leading to a 12.03% and 1.34% decrease in their respective holdings.
• Analysts have set a Moderate Buy rating for TransUnion, with a consensus price target increase from $98 to $118, reflecting optimism about the stock's performance.

Lansforsakringar Fondforvaltning AB publ reduced its position in TransUnion (NYSE:TRU - Free Report) by 10.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,796 shares of the business services provider's stock after selling 7,189 shares during the period. Lansforsakringar Fondforvaltning AB publ's holdings in TransUnion were worth $5,294,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TRU. NewEdge Advisors LLC raised its holdings 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 buying an additional 272 shares during the period. Integrated Wealth Concepts LLC raised its holdings in shares of TransUnion by 9.0% during the 4th 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 during the period. Northern Trust Corp raised its holdings in shares of TransUnion by 15.9% during the 4th quarter. Northern Trust Corp now owns 1,171,318 shares of the business services provider's stock valued at $108,593,000 after buying an additional 160,369 shares during the period. Freestone Grove Partners LP purchased a new stake in TransUnion during the 4th quarter worth approximately $924,000. Finally, Caisse DE Depot ET Placement DU Quebec purchased a new stake in TransUnion during the 4th quarter worth approximately $3,829,000.

Analysts Set New Price Targets

Several equities research analysts have issued reports on TRU shares. Wall Street Zen downgraded TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. UBS Group restated a "neutral" rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Wells Fargo & Company dropped their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a report on Friday, July 25th. Oppenheimer lifted their target price on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Finally, Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price for the company in a research report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, TransUnion currently has a consensus rating of "Moderate Buy" and a consensus target price of $112.64.

TransUnion Stock Performance

TRU stock traded up $2.19 during trading on Thursday, reaching $88.22. 547,776 shares of the company's stock were exchanged, compared to its average volume of 2,016,221. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17. The company's fifty day moving average price is $91.20 and its 200-day moving average price is $86.85. The firm has a market cap of $17.19 billion, a PE ratio of 44.11, a P/E/G ratio of 2.47 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 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 company had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. During the same quarter in the previous year, the business earned $0.99 EPS. The company'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. On average, research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 8th. Stockholders of record on Friday, August 22nd will be paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, August 22nd. TransUnion's payout ratio is currently 23.00%.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $86.12, for a total value of $86,120.00. Following the sale, the insider owned 65,592 shares of the company's stock, valued at approximately $5,648,783.04. The trade was a 1.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Jennifer A. Williams sold 755 shares of the business's stock in a transaction on Friday, August 29th. The stock was sold at an average price of $88.46, for a total value of $66,787.30. Following the completion of the sale, the chief accounting officer directly owned 5,691 shares in the company, valued at $503,425.86. This represents a 11.71% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 4,972 shares of company stock worth $443,405 in the last three months. Company insiders own 0.25% of the company's stock.

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.