Northern Right Capital Management L.P. Acquires 91,979 Shares of TransUnion $TRU

Key Points

• Northern Right Capital Management L.P. increased its stake in TransUnion by 155.8% in Q1, acquiring 91,979 additional shares, making TransUnion its 11th largest position.
• Several hedge funds also raised their stakes in TransUnion, with Fifth Third Bancorp and Private Trust Co. NA increasing their holdings by over 100% during the same quarter.
• TransUnion's most recent earnings beat expectations with an EPS of $1.08 and a revenue of $1.14 billion, reflecting a 9.5% increase in revenue year-over-year.

Northern Right Capital Management L.P. boosted its position in TransUnion (NYSE:TRU - Free Report) by 155.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 151,013 shares of the business services provider's stock after acquiring an additional 91,979 shares during the period. TransUnion accounts for 5.1% of Northern Right Capital Management L.P.'s portfolio, making the stock its 11th largest position. Northern Right Capital Management L.P. owned 0.08% of TransUnion worth $12,533,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in TRU. Wellington Management Group LLP lifted its stake in TransUnion by 61.2% in the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock valued at $902,761,000 after buying an additional 4,128,104 shares during the period. Massachusetts Financial Services Co. MA lifted its stake 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 valued at $1,798,765,000 after buying an additional 2,134,342 shares during the period. Point72 Asset Management L.P. acquired a new position in TransUnion in the fourth quarter valued at about $74,283,000. Nuveen LLC acquired a new position in TransUnion in the first quarter valued at about $55,607,000. Finally, Victory Capital Management Inc. raised its position in shares of 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 worth $261,144,000 after purchasing an additional 418,693 shares during the period.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Oppenheimer raised their price target on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price on the stock in a research report on Wednesday. UBS Group reissued a "neutral" rating and issued a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. BMO Capital Markets lifted their target price on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Finally, Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. Eleven equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, TransUnion currently has a consensus rating of "Moderate Buy" and a consensus target price of $112.64.

TransUnion Stock Performance

Shares of TRU stock traded up $2.93 during trading on Thursday, reaching $88.96. 1,435,066 shares of the company's stock were exchanged, compared to its average volume of 2,021,794. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. The stock has a market capitalization of $17.33 billion, a PE ratio of 44.48, a PEG ratio of 2.47 and a beta of 1.71. TransUnion has a twelve month low of $66.38 and a twelve month high of $113.17. The firm's fifty day moving average price is $91.20 and its 200-day moving average price is $86.85.

TransUnion (NYSE:TRU - Get Free Report) last posted its 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. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm's revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.99 EPS. 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 anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

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

Insider Buying and Selling at TransUnion

In other news, CAO Jennifer A. Williams sold 755 shares of the company's stock in a transaction on Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the sale, the chief accounting officer directly owned 5,691 shares in the company, valued at approximately $503,425.86. This represents a 11.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction on Tuesday, September 2nd. The shares were 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 ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 4,972 shares of company stock valued at $443,405 over the last 90 days. 0.25% of the stock is currently owned by corporate insiders.

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.