Marathon Asset Management Ltd Has $58.32 Million Stake in TransUnion (NYSE:TRU)

Marathon Asset Management Ltd lifted its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 7.4% in the first quarter, according to its most recent filing with the SEC. The firm owned 702,831 shares of the business services provider's stock after acquiring an additional 48,347 shares during the period. TransUnion makes up about 1.8% of Marathon Asset Management Ltd's investment portfolio, making the stock its 16th biggest position. Marathon Asset Management Ltd owned 0.36% of TransUnion worth $58,324,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Fifth Third Bancorp lifted its holdings in TransUnion by 105.3% during the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock valued at $35,000 after purchasing an additional 217 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new position in TransUnion during the 4th quarter valued at about $40,000. Huntington National Bank lifted its holdings in TransUnion by 58.7% during the 4th quarter. Huntington National Bank now owns 454 shares of the business services provider's stock valued at $42,000 after purchasing an additional 168 shares during the last quarter. Brown Brothers Harriman & Co. bought a new position in TransUnion during the 4th quarter valued at about $47,000. Finally, Mizuho Bank Ltd. bought a new position in TransUnion during the 4th quarter valued at about $47,000.

Insider Buying and Selling at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Tuesday, April 1st. The shares were sold at an average price of $83.31, for a total transaction of $83,310.00. Following the completion of the transaction, the insider now owns 77,393 shares in the company, valued at approximately $6,447,610.83. This represents a 1.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Over the last 90 days, insiders sold 3,000 shares of company stock valued at $251,180. Corporate insiders own 0.22% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Barclays dropped their target price on shares of TransUnion from $105.00 to $85.00 and set an "equal weight" rating for the company in a research note on Friday, April 4th. Bank of America assumed coverage on shares of TransUnion in a research note on Thursday, April 10th. They issued an "underperform" rating and a $84.00 target price for the company. Stifel Nicolaus dropped their target price on shares of TransUnion from $120.00 to $112.00 and set a "buy" rating for the company in a research note on Friday, April 25th. Oppenheimer boosted their target price on shares of TransUnion from $96.00 to $100.00 and gave the stock an "outperform" rating in a research note on Thursday, May 22nd. Finally, William Blair reaffirmed an "outperform" rating on shares of TransUnion in a research note on Monday, March 24th. One analyst has rated the stock with a sell rating, four have assigned a hold rating and nine have assigned a buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $109.69.

TransUnion Trading Down 2.1%

NYSE:TRU traded down $1.87 during trading hours on Friday, hitting $86.99. The stock had a trading volume of 5,271,800 shares, compared to its average volume of 1,779,204. TransUnion has a one year low of $66.38 and a one year high of $113.17. The company has a debt-to-equity ratio of 1.13, a quick ratio of 2.05 and a current ratio of 2.05. The company has a market cap of $16.97 billion, a price-to-earnings ratio of 46.27, a P/E/G ratio of 2.41 and a beta of 1.64. The business's 50 day moving average is $85.49 and its 200-day moving average is $87.99.

TransUnion (NYSE:TRU - Get Free Report) last issued its earnings results on Thursday, April 24th. The business services provider reported $1.05 EPS for the quarter, beating the consensus estimate of $0.98 by $0.07. TransUnion had a net margin of 8.63% and a return on equity of 16.18%. The firm had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the firm earned $0.92 earnings per share. The business's quarterly revenue was up 7.3% on a year-over-year basis. Sell-side analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 6th. Shareholders of record on Thursday, May 22nd were paid a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.53%. The ex-dividend date was Thursday, May 22nd. TransUnion's payout ratio is presently 24.47%.

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.