TransUnion $TRU Shares Purchased by Price T Rowe Associates Inc. MD

Key Points

• Price T Rowe Associates Inc. MD increased its stake in TransUnion (NYSE: TRU) by 24.5% to approximately 1.77 million shares, now valued at about $146.97 million.
• TransUnion reported earnings of $1.08 per share for the last quarter, exceeding analysts' expectations, and showed a revenue increase of 9.5% year-over-year.
• The company announced a quarterly dividend of $0.115 per share, with a dividend yield of 0.5%, set to be paid on September 8th.

Price T Rowe Associates Inc. MD boosted its stake in shares of TransUnion (NYSE:TRU - Free Report) by 24.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,770,888 shares of the business services provider's stock after purchasing an additional 348,489 shares during the quarter. Price T Rowe Associates Inc. MD owned approximately 0.91% of TransUnion worth $146,967,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. NewEdge Advisors LLC lifted its stake in TransUnion by 72.1% in the fourth 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 last quarter. First Trust Advisors LP raised its holdings in shares of TransUnion by 312.2% in the 4th quarter. First Trust Advisors LP now owns 184,991 shares of the business services provider's stock valued at $17,150,000 after purchasing an additional 140,110 shares in the last quarter. MML Investors Services LLC lifted its position in shares of TransUnion by 109.6% during the 4th quarter. MML Investors Services LLC now owns 12,465 shares of the business services provider's stock worth $1,156,000 after purchasing an additional 6,519 shares during the last quarter. Tower Research Capital LLC TRC grew its stake in shares of TransUnion by 330.8% during the fourth quarter. Tower Research Capital LLC TRC now owns 4,157 shares of the business services provider's stock worth $385,000 after purchasing an additional 3,192 shares in the last quarter. Finally, Stifel Financial Corp increased its holdings in TransUnion by 2.2% in the fourth quarter. Stifel Financial Corp now owns 63,856 shares of the business services provider's stock valued at $5,920,000 after buying an additional 1,376 shares during the last quarter.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on TRU shares. Wells Fargo & Company lowered their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Oppenheimer increased their price target on shares of TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a research note on Tuesday, July 8th. Needham & Company LLC restated a "hold" rating on shares of TransUnion in a research report on Friday, July 25th. BMO Capital Markets increased their price target on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Finally, UBS Group reissued a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Ten research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $112.46.

Insider Activity at TransUnion

In related news, CAO Jennifer A. Williams sold 972 shares of the company's stock in a transaction that occurred 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 sale, the chief accounting officer owned 7,108 shares in the company, valued at $660,262.12. This represents a 12.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Friday, August 8th. The stock was sold at an average price of $91.21, for a total value of $91,210.00. Following the transaction, the insider directly owned 73,393 shares of the company's stock, valued at approximately $6,694,175.53. This represents a 1.34% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 4,217 shares of company stock worth $375,408 in the last three months. Corporate insiders own 0.22% of the company's stock.

TransUnion Price Performance

Shares of NYSE TRU traded down $0.51 during trading on Friday, hitting $88.17. 602,003 shares of the company were exchanged, compared to its average volume of 2,021,671. 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. The company has a market cap of $17.17 billion, a price-to-earnings ratio of 44.09, a PEG ratio of 2.49 and a beta of 1.65. The firm's fifty day moving average price is $91.23 and its 200 day moving average price is $87.12.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly 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. The business had revenue of $1.14 billion during 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 business's revenue was up 9.5% compared to the same quarter last year. During the same quarter last year, the firm posted $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. On average, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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