Ninety One UK Ltd Has $203.91 Million Stock Position in TransUnion $TRU

Key Points

• Ninety One UK Ltd reduced its stake in TransUnion by 11.9%, holding approximately 2.32 million shares valued at $203.91 million as of the latest SEC filing.
• TransUnion's recent earnings report showed an EPS of $1.08, exceeding analyst expectations, with a revenue of $1.14 billion for the quarter, reflecting a 9.5% year-over-year growth.
• Several analysts have rated TransUnion with an average target price of $112.64, with a consensus rating of "Moderate Buy", although one brokerage recently downgraded the stock from "buy" to "hold."

Ninety One UK Ltd reduced its position in TransUnion (NYSE:TRU - Free Report) by 11.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 2,317,098 shares of the business services provider's stock after selling 313,691 shares during the period. Ninety One UK Ltd owned about 1.19% of TransUnion worth $203,905,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of TRU. Wealth Enhancement Advisory Services LLC lifted its position in TransUnion by 12.9% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 15,208 shares of the business services provider's stock worth $1,410,000 after acquiring an additional 1,742 shares during the last quarter. Versant Capital Management Inc lifted its position in TransUnion by 176.9% during the first quarter. Versant Capital Management Inc now owns 1,185 shares of the business services provider's stock worth $98,000 after acquiring an additional 757 shares during the last quarter. GAMMA Investing LLC lifted its position in TransUnion by 6,742.5% during the first quarter. GAMMA Investing LLC now owns 74,857 shares of the business services provider's stock worth $6,212,000 after acquiring an additional 73,763 shares during the last quarter. Eagle Rock Investment Company LLC acquired a new stake in TransUnion during the first quarter worth approximately $423,000. Finally, Park Avenue Securities LLC lifted its position in TransUnion by 9.9% during the first quarter. Park Avenue Securities LLC now owns 7,038 shares of the business services provider's stock worth $584,000 after acquiring an additional 633 shares during the last quarter.

Analysts Set New Price Targets

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

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction on Tuesday, September 2nd. The shares were sold at an average price of $86.12, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing 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 on Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the sale, the chief accounting officer directly owned 7,108 shares in the company, valued at approximately $660,262.12. The trade was a 12.03% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 9,309 shares of company stock valued at $836,649 over the last three months. 0.25% of the stock is owned by insiders.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $83.67 on Wednesday. The company's 50 day simple moving average is $90.39 and its 200 day simple moving average is $86.75. The stock has a market capitalization of $16.30 billion, a price-to-earnings ratio of 41.84, a price-to-earnings-growth ratio of 2.39 and a beta of 1.71. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings data 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. The business had revenue of $1.14 billion for the quarter, compared to analysts' expectations of $1.10 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The firm's quarterly revenue was up 9.5% compared to the same quarter last year. During the same period last year, the firm posted $0.99 earnings per share. 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, research analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

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.

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