Northern Trust Corp Has $101.36 Million Stock Holdings in TransUnion $TRU

Key Points

• Northern Trust Corp increased its holdings in TransUnion, now owning approximately 1.22 million shares valued at $101.36 million, after purchasing an additional 50,044 shares in the first quarter.
• Analysts' ratings for TransUnion range from Buy to Hold, with a consensus price target of $112.46 and recent target adjustments by firms such as UBS and Wells Fargo.
• TransUnion announced a quarterly dividend of $0.115 per share, with an ex-dividend date set for August 22, representing a yield of 0.5% and a payout ratio of 23%.

Northern Trust Corp lifted its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 4.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,221,362 shares of the business services provider's stock after purchasing an additional 50,044 shares during the quarter. Northern Trust Corp owned approximately 0.63% of TransUnion worth $101,361,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Fifth Third Bancorp boosted its holdings in TransUnion by 105.3% in the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after purchasing an additional 217 shares in the last quarter. S Bank Fund Management Ltd acquired a new stake in shares of TransUnion in the first quarter worth about $44,000. Private Trust Co. NA boosted its stake in shares of TransUnion by 194.1% during the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after acquiring an additional 365 shares in the last quarter. Kapitalo Investimentos Ltda bought a new stake in shares of TransUnion during the 4th quarter worth about $47,000. Finally, Quarry LP acquired a new position in shares of TransUnion during the 4th quarter valued at about $58,000.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on TRU shares. UBS Group restated a "neutral" rating and issued a $105.00 target price (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Needham & Company LLC restated a "hold" rating on shares of TransUnion in a research note on Friday, July 25th. Wall Street Zen lowered shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Wells Fargo & Company dropped their target price on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a report on Friday, July 25th. Finally, BMO Capital Markets boosted their target price 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. Ten analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $112.46.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction on Tuesday, July 1st. The stock was 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the firm's stock in a transaction on Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the completion of the transaction, the chief accounting officer directly owned 7,108 shares of the company's stock, valued at approximately $660,262.12. This trade represents a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 3,972 shares of company stock valued at $353,549. Insiders own 0.22% of the company's stock.

TransUnion Trading Up 5.0%

Shares of TransUnion stock opened at $91.0090 on Friday. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17. The company's fifty day simple moving average is $90.91 and its 200-day simple moving average is $87.23. The company has a market cap of $17.73 billion, a price-to-earnings ratio of 45.50, a PEG ratio of 2.54 and a beta of 1.65. 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 (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, 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 during the quarter, compared to the consensus estimate of $1.10 billion. During the same period in the prior year, the firm earned $0.99 EPS. The business's revenue was up 9.5% on a year-over-year basis. 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 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 dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 0.5%. The ex-dividend date is Friday, August 22nd. TransUnion's payout ratio is currently 23.00%.

About TransUnion

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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