Reinhart Partners LLC. Sells 8,709 Shares of TransUnion $TRU

Key Points

• Reinhart Partners LLC reduced its stake in TransUnion by 6.4%, selling 8,709 shares, and now holds about 0.07% of the company, valued at approximately $11.16 million.
• TransUnion announced a quarterly dividend of $0.115 per share, yielding 0.5%, with a payout ratio of 23% as of the last reporting period.
• Several research analysts have updated their price targets for TransUnion, with Oppenheimer raising their target from $100 to $108, while Wall Street's consensus rating is "Moderate Buy" with an average target price of $112.64.

Reinhart Partners LLC. lowered its position in shares of TransUnion (NYSE:TRU - Free Report) by 6.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 126,824 shares of the business services provider's stock after selling 8,709 shares during the period. Reinhart Partners LLC. owned about 0.07% of TransUnion worth $11,161,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Financiere des Professionnels Fonds d investissement inc. grew its position in shares of TransUnion by 12.3% in the second quarter. Financiere des Professionnels Fonds d investissement inc. now owns 251,568 shares of the business services provider's stock valued at $22,138,000 after purchasing an additional 27,536 shares in the last quarter. Harbor Capital Advisors Inc. increased its position in TransUnion by 2.1% during the second quarter. Harbor Capital Advisors Inc. now owns 18,327 shares of the business services provider's stock worth $1,613,000 after buying an additional 375 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its position in shares of TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock worth $31,000 after acquiring an additional 199 shares during the last quarter. Everpar Advisors LLC purchased a new position in shares of TransUnion in the 2nd quarter valued at $200,000. Finally, Thurston Springer Miller Herd & Titak Inc. raised its holdings in TransUnion by 301.0% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider's stock valued at $36,000 after acquiring an additional 310 shares in the last quarter.

TransUnion Price Performance

TRU opened at $90.01 on Wednesday. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. The stock has a fifty day moving average price of $91.38 and a 200 day moving average price of $86.57. The stock has a market cap of $17.53 billion, a price-to-earnings ratio of 45.01, a PEG ratio of 2.51 and a beta of 1.71. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last released 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. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The company had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. During the same quarter in the previous year, the company posted $0.99 earnings per share. The firm's quarterly 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. Analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Friday, August 22nd were issued a dividend of $0.115 per share. The ex-dividend date was Friday, August 22nd. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion's payout ratio is currently 23.00%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on TRU shares. Oppenheimer upped their price target on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a research report on Tuesday, July 8th. Wells Fargo & Company cut their price objective on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research report on Friday, July 25th. UBS Group reiterated a "neutral" rating and issued a $105.00 price objective (up previously 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 report on Sunday, August 3rd. Finally, BMO Capital Markets raised their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Eleven analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $112.64.

Insiders Place Their Bets

In other 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 transaction of $87,140.00. Following the transaction, the insider directly owned 74,393 shares of the company's stock, valued at $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 the SEC website. Also, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction that occurred on Monday, August 4th. The shares were sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer owned 7,108 shares of the company's stock, valued at $660,262.12. This represents a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 10,309 shares of company stock valued at $923,789. Insiders own 0.25% of the company's stock.

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.

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