Mn Services Vermogensbeheer B.V. Purchases 5,700 Shares of 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. lifted its stake in shares of TransUnion (NYSE:TRU - Free Report) by 8.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 75,824 shares of the business services provider's stock after buying an additional 5,700 shares during the quarter. Mn Services Vermogensbeheer B.V.'s holdings in TransUnion were worth $6,673,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Wellington Management Group LLP boosted its stake 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 last quarter. Massachusetts Financial Services Co. MA boosted its position in TransUnion by 10.9% in 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. Nuveen LLC purchased a new stake in shares of TransUnion during the 1st quarter valued at about $55,607,000. Victory Capital Management Inc. increased its holdings in 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 valued at $261,144,000 after buying an additional 418,693 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its stake in shares of TransUnion by 24.5% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 1,770,888 shares of the business services provider's stock worth $146,967,000 after acquiring an additional 348,489 shares during the last quarter.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $86.12, for a total value of $86,120.00. Following the transaction, the insider owned 65,592 shares in the company, valued at approximately $5,648,783.04. The trade was a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Heather J. Russell sold 5,337 shares of the company's stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the sale, the executive vice president directly owned 23,011 shares in the company, valued at approximately $2,071,220.11. This represents a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 10,309 shares of company stock worth $923,789. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Performance

Shares of TRU stock traded down $2.56 during mid-day trading on Friday, hitting $89.90. 26,552,650 shares of the stock were exchanged, compared to its average volume of 2,586,669. The stock has a market capitalization of $17.51 billion, a price-to-earnings ratio of 44.95, a P/E/G ratio of 2.52 and a beta of 1.71. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The stock's fifty day simple moving average is $91.27 and its two-hundred day simple moving average is $86.62. 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 posted its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, beating 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 for the quarter, compared to the consensus estimate of $1.10 billion. During the same period in the previous year, the business earned $0.99 earnings per share. The company's revenue for the quarter 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, analysts forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Announces Dividend

The company also recently announced 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. The ex-dividend date was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. TransUnion's payout ratio is presently 23.00%.

Analyst Ratings Changes

Several research firms have weighed in on TRU. Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target for the company in a research note on Wednesday, September 3rd. Wall Street Zen downgraded TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. BMO Capital Markets lifted their price target on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note 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. Finally, UBS Group reissued a "neutral" rating and set a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Eleven equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $112.64.

TransUnion Company 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.