Strs Ohio Makes New $1.17 Million Investment in TransUnion $TRU

Key Points

• Strs Ohio has made a new investment in TransUnion by purchasing 14,080 shares valued at approximately $1,168,000 in the first quarter.
• In addition to Strs Ohio, other institutional investors, including Massachusetts Financial Services and Vanguard Group, have also increased their stakes in TransUnion significantly.
• TransUnion recently announced its earnings, reporting $1.08 earnings per share for the quarter, exceeding expectations, and it has set its FY 2025 guidance between $4.030-4.140 EPS.

Strs Ohio acquired a new stake in shares of TransUnion (NYSE:TRU - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 14,080 shares of the business services provider's stock, valued at approximately $1,168,000.

Other large investors have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. lifted its position in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock worth $26,000 after buying an additional 290 shares in the last quarter. Fifth Third Bancorp grew its position in TransUnion by 105.3% in the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after purchasing an additional 217 shares during the last quarter. S Bank Fund Management Ltd acquired a new stake in TransUnion in the 1st quarter worth $44,000. Private Trust Co. NA grew its position in TransUnion by 194.1% in the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after purchasing an additional 365 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC lifted its position in shares of TransUnion by 55.4% in the 1st quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock worth $75,000 after acquiring an additional 324 shares during the period.

TransUnion Stock Up 1.0%

TRU stock traded up $0.95 during trading hours on Thursday, reaching $92.65. 4,623,508 shares of the stock were exchanged, compared to its average volume of 2,409,608. The firm's 50-day moving average is $91.30 and its 200-day moving average is $86.63. The company has a market cap of $18.05 billion, a price-to-earnings ratio of 46.33, a PEG ratio of 2.57 and a beta of 1.71. 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 12 month low of $66.38 and a 12 month 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 (EPS) 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 firm had revenue of $1.14 billion during the quarter, compared to analysts' expectations of $1.10 billion. During the same quarter in the prior year, the company earned $0.99 EPS. The company'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. On average, equities research analysts expect 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 was paid on Monday, September 8th. Investors of record on Friday, August 22nd were paid a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Friday, August 22nd. TransUnion's payout ratio is 23.00%.

Insider Transactions at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 755 shares of the business's stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the transaction, the chief accounting officer directly owned 5,691 shares in the company, valued at $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Heather J. Russell sold 5,337 shares of the company's stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $90.01, for a total value of $480,383.37. Following the completion of the transaction, the executive vice president directly owned 23,011 shares of the company's stock, valued at approximately $2,071,220.11. The trade was a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 10,309 shares of company stock valued at $923,789. Company insiders own 0.22% of the company's stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Wells Fargo & Company lowered their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research note on Friday, July 25th. Oppenheimer upped their price objective 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. Wall Street Zen downgraded TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. UBS Group restated a "neutral" rating and issued a $105.00 target price (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Finally, 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, September 3rd. Eleven equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $112.64.

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.