TransUnion $TRU Shares Acquired by OMERS ADMINISTRATION Corp

Key Points

• OMERS ADMINISTRATION Corp significantly increased its stake in TransUnion by 1,397% during the first quarter, owning 120,719 shares valued at approximately $10 million.
• TransUnion reported earnings of $1.08 per share, exceeding analysts' estimates and showing a 9.5% year-over-year revenue increase, reaching $1.14 billion.
• The company recently declared a quarterly dividend of $0.115 per share, which will be paid on September 8th, yielding an annualized dividend of 0.5%.

OMERS ADMINISTRATION Corp increased its position in shares of TransUnion (NYSE:TRU - Free Report) by 1,397.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 120,719 shares of the business services provider's stock after acquiring an additional 112,655 shares during the quarter. OMERS ADMINISTRATION Corp owned about 0.06% of TransUnion worth $10,018,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Integrated Investment Consultants LLC raised its stake in shares of TransUnion by 1.4% during the 1st quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock worth $944,000 after acquiring an additional 162 shares in the last quarter. Rovin Capital UT ADV grew its position in TransUnion by 3.2% during the 1st quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider's stock worth $517,000 after purchasing an additional 195 shares during the last quarter. Integrated Wealth Concepts LLC grew its position in TransUnion by 9.0% during the 4th quarter. Integrated Wealth Concepts LLC now owns 2,390 shares of the business services provider's stock worth $222,000 after purchasing an additional 197 shares during the last quarter. Nissay Asset Management Corp Japan ADV grew its position in TransUnion by 0.9% during the 4th quarter. Nissay Asset Management Corp Japan ADV now owns 23,697 shares of the business services provider's stock worth $2,220,000 after purchasing an additional 203 shares during the last quarter. Finally, New Century Financial Group LLC grew its position in TransUnion by 8.7% during the 1st quarter. New Century Financial Group LLC now owns 2,643 shares of the business services provider's stock worth $219,000 after purchasing an additional 212 shares during the last quarter.

Insider Transactions at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $91.21, for a total transaction of $91,210.00. Following the completion of the sale, the insider directly owned 73,393 shares in the company, valued at approximately $6,694,175.53. This trade represents a 1.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Jennifer A. Williams sold 972 shares of the firm's stock in a transaction dated 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 owned 7,108 shares of the company's stock, valued at approximately $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 3,217 shares of company stock valued at $290,498 over the last quarter. Company insiders own 0.25% of the company's stock.

Analyst Ratings Changes

TRU has been the topic of several research analyst reports. 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. Wells Fargo & Company dropped their price objective 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. Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. UBS Group reaffirmed a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of TransUnion in a report on Friday, July 25th. Ten equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, TransUnion has a consensus rating of "Moderate Buy" and an average target price of $112.46.

TransUnion Stock Performance

NYSE TRU traded down $0.26 during mid-day trading on Monday, reaching $88.41. 1,532,358 shares of the stock were exchanged, compared to its average volume of 1,653,164. The business's 50 day moving average is $91.29 and its 200-day moving average is $86.94. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17. The company has a market capitalization of $17.22 billion, a P/E ratio of 44.21, a P/E/G ratio of 2.47 and a beta of 1.71. 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 data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.09. The business had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The company's 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. On average, equities research analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

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.