Point72 Europe London LLP Purchases 28,130 Shares of TransUnion $TRU

Key Points

• Point72 Europe London LLP increased its holdings in TransUnion by 27.9%, now owning 128,930 shares valued at approximately $10.7 million.
• TransUnion recently posted quarterly earnings of $1.08 EPS, exceeding analysts' expectations, and reported a revenue of $1.14 billion, up 9.5% year-over-year.
• The company announced a quarterly dividend of $0.115 per share, reflecting a dividend yield of 0.5% and a payout ratio of 23%.

Point72 Europe London LLP lifted its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 27.9% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 128,930 shares of the business services provider's stock after buying an additional 28,130 shares during the period. Point72 Europe London LLP owned 0.07% of TransUnion worth $10,700,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. NewEdge Advisors LLC lifted its stake in shares of TransUnion by 72.1% in the 4th quarter. NewEdge Advisors LLC now owns 649 shares of the business services provider's stock worth $60,000 after acquiring an additional 272 shares during the period. Integrated Wealth Concepts LLC lifted its stake in shares of TransUnion by 9.0% in the 4th quarter. Integrated Wealth Concepts LLC now owns 2,390 shares of the business services provider's stock worth $222,000 after acquiring an additional 197 shares during the period. Northern Trust Corp lifted its stake in shares of TransUnion by 15.9% in the 4th quarter. Northern Trust Corp now owns 1,171,318 shares of the business services provider's stock worth $108,593,000 after acquiring an additional 160,369 shares during the period. Freestone Grove Partners LP acquired a new stake in shares of TransUnion in the 4th quarter worth approximately $924,000. Finally, Caisse DE Depot ET Placement DU Quebec acquired a new stake in shares of TransUnion in the 4th quarter worth approximately $3,829,000.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Oppenheimer upped their price target on shares of TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research note on Tuesday, July 8th. UBS Group reissued a "neutral" rating and set a $105.00 target price (up from $98.00) 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. Needham & Company LLC raised shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price for the company in a research note on Wednesday. Finally, BMO Capital Markets increased their target price 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. Eleven investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, TransUnion presently has a consensus rating of "Moderate Buy" and an average price target of $112.64.

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $86.12, for a total transaction of $86,120.00. Following the completion of the transaction, the insider directly owned 65,592 shares of the company's stock, valued at approximately $5,648,783.04. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Jennifer A. Williams sold 755 shares of the firm's stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the transaction, the chief accounting officer directly owned 5,691 shares of the company's stock, valued at $503,425.86. The trade was a 11.71% 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 worth $443,405 over the last 90 days. Company insiders own 0.25% of the company's stock.

TransUnion Stock Down 0.4%

Shares of TRU traded down $0.37 during mid-day trading on Wednesday, hitting $86.09. 1,803,469 shares of the company's stock were exchanged, compared to its average volume of 1,579,510. The firm has a fifty day moving average of $91.20 and a two-hundred day moving average of $86.85. TransUnion has a twelve month low of $66.38 and a twelve month high of $113.17. The stock has a market cap of $16.77 billion, a price-to-earnings ratio of 43.05, a P/E/G ratio of 2.47 and a beta of 1.71. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

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 (EPS) 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 business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same period last year, the business posted $0.99 EPS. TransUnion's revenue 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, sell-side analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

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