TransUnion $TRU Shares Purchased by The Manufacturers Life Insurance Company

Key Points

• The Manufacturers Life Insurance Company increased its holdings in TransUnion by 60.2%, acquiring an additional 211,779 shares to reach a total of 563,739 shares valued at approximately $46.78 million.
• TransUnion recently announced a quarterly dividend of $0.115 per share, with a yield of 0.5%, set to be paid to investors of record on September 8th.
• The company reported a 9.5% year-over-year revenue growth, with earnings per share (EPS) at $1.08, surpassing estimates by 9 cents.

The Manufacturers Life Insurance Company boosted its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 60.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 563,739 shares of the business services provider's stock after buying an additional 211,779 shares during the quarter. The Manufacturers Life Insurance Company owned approximately 0.29% of TransUnion worth $46,785,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Integrated Investment Consultants LLC grew its holdings in TransUnion by 1.4% in the first quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock worth $944,000 after purchasing an additional 162 shares during the last quarter. Rovin Capital UT ADV grew its holdings in TransUnion by 3.2% in the first 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 holdings in TransUnion by 9.0% in the fourth 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 holdings in TransUnion by 0.9% in the fourth 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 holdings in TransUnion by 8.7% in the first 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 Activity

In other news, CAO Jennifer A. Williams sold 755 shares of the stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the sale, the chief accounting officer directly owned 5,691 shares of the company's stock, valued at $503,425.86. This represents a 11.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $86.12, for a total transaction of $86,120.00. Following the sale, the insider directly owned 65,592 shares in the company, valued at approximately $5,648,783.04. The trade was a 1.50% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 4,972 shares of company stock worth $443,405. Corporate insiders own 0.22% of the company's stock.

Analysts Set New Price Targets

TRU has been the topic of several analyst reports. Wall Street Zen lowered shares of TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. Oppenheimer boosted their price objective on shares of TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a report on Tuesday, July 8th. BMO Capital Markets boosted their price objective on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a 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. Finally, UBS Group reiterated a "neutral" rating and issued a $105.00 price target (up previously from $98.00) on shares of TransUnion in a report on Friday, July 25th. Eleven research 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 MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $112.64.

TransUnion Stock Performance

NYSE TRU traded up $1.05 on Friday, reaching $90.07. 2,345,600 shares of the company's stock traded hands, compared to its average volume of 2,019,685. The firm has a market cap of $17.54 billion, a price-to-earnings ratio of 45.03, a P/E/G ratio of 2.40 and a beta of 1.71. The stock has a 50 day moving average price of $91.19 and a 200-day moving average price of $86.78. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $113.17. 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 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 company 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 firm's quarterly revenue was up 9.5% on a year-over-year basis. During the same period in the previous 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. Equities research analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced 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. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, August 22nd. TransUnion's dividend payout ratio is presently 23.00%.

About TransUnion

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.