Mn Services Vermogensbeheer B.V. Grows Position in TransUnion $TRU

Key Points

• Mn Services Vermogensbeheer B.V. increased its stake in TransUnion (NYSE: TRU) by 8.1%, owning 75,824 shares valued at $6.67 million as of the latest SEC filing.
• Several hedge funds, including Geneos Wealth Management and MassMutual Private Wealth, significantly grew their positions in TransUnion, with increases of up to 1,318.2%.
• TransUnion's stock received a price target increase from Oppenheimer to $108.00 while still holding a "Moderate Buy" average rating by analysts.

Mn Services Vermogensbeheer B.V. increased its stake in shares of TransUnion (NYSE:TRU - Free Report) by 8.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 75,824 shares of the business services provider's stock after buying an additional 5,700 shares during the period. Mn Services Vermogensbeheer B.V.'s holdings in TransUnion were worth $6,673,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Integrated Investment Consultants LLC boosted its position in TransUnion by 1.4% during the first quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock worth $944,000 after purchasing an additional 162 shares during the period. Rovin Capital UT ADV boosted its holdings in TransUnion by 3.2% in the 1st quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider's stock worth $517,000 after buying an additional 195 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in shares of TransUnion by 132.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock worth $31,000 after acquiring an additional 199 shares in the last quarter. New Century Financial Group LLC boosted 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 period. Finally, Fifth Third Bancorp grew its position in shares of TransUnion by 105.3% in the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock valued at $35,000 after purchasing an additional 217 shares in the last quarter.

TransUnion Stock Performance

NYSE TRU traded down $1.63 during trading hours on Monday, hitting $88.27. The company's stock had a trading volume of 1,890,639 shares, compared to its average volume of 2,258,854. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The company's 50 day simple moving average is $91.27 and its two-hundred day simple moving average is $86.61. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. The company has a market cap of $17.19 billion, a P/E ratio of 44.19, a price-to-earnings-growth ratio of 2.52 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.99 by $0.09. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The firm had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. During the same quarter last year, the firm posted $0.99 EPS. 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. As a group, sell-side analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Friday, August 22nd were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion's dividend payout ratio is presently 23.00%.

Insider Transactions at TransUnion

In related news, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction on Friday, September 5th. The stock was sold at an average price of $90.01, for a total value of $480,383.37. Following the completion of the sale, the executive vice president owned 23,011 shares of the company's stock, valued at $2,071,220.11. The trade was a 18.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total value of $87,140.00. Following the completion of 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. Insiders have sold a total of 10,309 shares of company stock worth $923,789 in the last ninety days. Insiders own 0.25% of the company's stock.

Analyst Upgrades and Downgrades

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

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.