National Pension Service Sells 273,786 Shares of TransUnion $TRU

Key Points

• The National Pension Service significantly reduced its stake in TransUnion by 99.7%, ending with just 712 shares after selling 273,786 shares in the first quarter.
• Several analysts have adjusted their price targets for TransUnion, with UBS raising it to $105 and Oppenheimer to $108, while the consensus rating stands at "Moderate Buy."
• TransUnion has announced a quarterly dividend of $0.115 per share, which will be paid on September 8th, representing an annualized yield of 0.5%.

National Pension Service lowered its stake in TransUnion (NYSE:TRU - Free Report) by 99.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 712 shares of the business services provider's stock after selling 273,786 shares during the period. National Pension Service's holdings in TransUnion were worth $59,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Massachusetts Financial Services Co. MA grew its position in shares of TransUnion by 10.9% during the 1st quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider's stock worth $1,798,765,000 after purchasing an additional 2,134,342 shares in the last quarter. Vanguard Group Inc. boosted its position in TransUnion by 1.1% in the first quarter. Vanguard Group Inc. now owns 18,264,902 shares of the business services provider's stock valued at $1,515,804,000 after buying an additional 198,245 shares in the last quarter. Victory Capital Management Inc. boosted its position in TransUnion by 15.3% in the first quarter. Victory Capital Management Inc. now owns 3,146,693 shares of the business services provider's stock valued at $261,144,000 after buying an additional 418,693 shares in the last quarter. XN LP boosted its position in TransUnion by 2.9% in the fourth quarter. XN LP now owns 1,907,775 shares of the business services provider's stock valued at $176,870,000 after buying an additional 54,330 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in TransUnion by 4.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,642,413 shares of the business services provider's stock valued at $152,273,000 after buying an additional 70,359 shares in the last quarter.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction on Friday, August 8th. The shares were sold at an average price of $91.21, for a total value of $91,210.00. Following the sale, the insider owned 73,393 shares of the company's stock, valued at $6,694,175.53. This trade represents a 1.34% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Jennifer A. Williams sold 972 shares of the firm's stock in a transaction on Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the sale, the chief accounting officer directly owned 7,108 shares in the company, valued at approximately $660,262.12. This trade represents a 12.03% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 3,972 shares of company stock valued at $353,549 in the last ninety days. 0.25% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on TRU. UBS Group reaffirmed a "neutral" rating and set a $105.00 price target (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Stifel Nicolaus decreased their price target 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. Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Needham & Company LLC reaffirmed a "hold" rating on shares of TransUnion in a research note on Friday, July 25th. Finally, Oppenheimer boosted their target price on shares of TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Ten equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, TransUnion has an average rating of "Moderate Buy" and a consensus price target of $112.46.

TransUnion Price Performance

TransUnion stock traded down $0.10 during midday trading on Tuesday, reaching $88.19. 1,848,211 shares of the stock were exchanged, compared to its average volume of 2,091,217. The company's fifty day moving average is $90.75 and its 200-day moving average is $87.40. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. The firm has a market cap of $17.18 billion, a PE ratio of 44.10, a PEG ratio of 2.46 and a beta of 1.65. TransUnion has a 52 week low of $66.38 and a 52 week high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping analysts' consensus estimates of $0.99 by $0.09. The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The business's revenue for the quarter was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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 forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Announces Dividend

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