LTS One Management LP Cuts Position in TransUnion $TRU

Key Points

• LTS One Management LP sold 42,500 shares of TransUnion, reducing its stake by 21.3% to 157,500 shares, making the stock its 13th largest position.
• TransUnion announced a quarterly dividend of $0.115 per share, reflecting an annualized yield of 0.5%, with the payment scheduled for September 8th.
• Analysts have varied ratings for TransUnion, with Oppenheimer setting a price target of $108.00 and Wells Fargo decreasing their target to $118.00, reflecting mixed sentiment among investors.

LTS One Management LP lowered its stake in shares of TransUnion (NYSE:TRU - Free Report) by 21.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 157,500 shares of the business services provider's stock after selling 42,500 shares during the quarter. TransUnion comprises approximately 3.9% of LTS One Management LP's investment portfolio, making the stock its 13th biggest position. LTS One Management LP owned about 0.08% of TransUnion worth $13,071,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Fifth Third Bancorp grew its position in TransUnion by 105.3% during the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after buying an additional 217 shares in the last quarter. S Bank Fund Management Ltd acquired a new stake in TransUnion during the first quarter worth approximately $44,000. Private Trust Co. NA grew its position in TransUnion by 194.1% during the first quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after buying an additional 365 shares in the last quarter. Kapitalo Investimentos Ltda acquired a new stake in TransUnion during the fourth quarter worth approximately $47,000. Finally, Quarry LP acquired a new stake in TransUnion during the fourth quarter worth approximately $58,000.

TransUnion Trading Down 0.3%

NYSE:TRU traded down $0.26 during trading hours on Monday, hitting $88.41. 1,532,358 shares of the company were exchanged, compared to its average volume of 1,653,164. The stock has a market capitalization of $17.22 billion, a price-to-earnings ratio of 44.21, a price-to-earnings-growth ratio of 2.47 and a beta of 1.71. 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 has a one year low of $66.38 and a one year high of $113.17. The company has a fifty day simple moving average of $91.29 and a 200 day simple moving average of $86.94.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share 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 during the quarter, compared to the consensus estimate of $1.10 billion. During the same period last year, the business posted $0.99 EPS. The business'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. Sell-side analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

Wall Street Analysts Forecast Growth

TRU has been the topic of several research analyst reports. UBS Group reaffirmed a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Needham & Company LLC reiterated a "hold" rating on shares of TransUnion in a research report on Friday, July 25th. Oppenheimer lifted their target price on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a research report on Tuesday, July 8th. Wells Fargo & Company decreased their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research report on Friday, July 25th. Finally, BMO Capital Markets increased their price target on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Ten investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $112.46.

Insider Activity

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of TransUnion 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 owned 7,108 shares of the company's stock, valued at $660,262.12. This trade represents a 12.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $87.14, for a total transaction of $87,140.00. Following the transaction, the insider directly owned 74,393 shares in the company, valued at approximately $6,482,606.02. This represents a 1.33% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 3,217 shares of company stock worth $290,498. 0.25% of the stock is owned by insiders.

TransUnion Profile

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.