Arlington Partners LLC Has $2.74 Million Stake in TransUnion $TRU

Key Points

• Arlington Partners LLC reduced its stake in TransUnion by 31.5% during the second quarter, now holding 31,118 shares valued at approximately $2.74 million.
• Analysts have mixed evaluations of TransUnion, with BMO Capital Markets raising its price target to $118, while Wall Street Zen downgraded it from "buy" to "hold".
• TransUnion's stock saw a drop of 2.8% recently, with its current market value around $89.90 after posting earnings that beat analyst expectations.

Arlington Partners LLC reduced its position in TransUnion (NYSE:TRU - Free Report) by 31.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,118 shares of the business services provider's stock after selling 14,277 shares during the period. Arlington Partners LLC's holdings in TransUnion were worth $2,738,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. GAMMA Investing LLC raised its stake in shares of TransUnion by 110.0% during the second quarter. GAMMA Investing LLC now owns 1,894 shares of the business services provider's stock valued at $167,000 after purchasing an additional 992 shares during the period. Toth Financial Advisory Corp boosted its stake in shares of TransUnion by 5.5% during the 2nd quarter. Toth Financial Advisory Corp now owns 84,223 shares of the business services provider's stock valued at $7,412,000 after buying an additional 4,372 shares during the last quarter. Park Avenue Securities LLC increased its position in shares of TransUnion by 2.2% in the 2nd quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider's stock worth $633,000 after purchasing an additional 155 shares during the last quarter. Assenagon Asset Management S.A. raised its stake in TransUnion by 583.1% during the second quarter. Assenagon Asset Management S.A. now owns 69,379 shares of the business services provider's stock valued at $6,105,000 after buying an additional 59,222 shares in the last quarter. Finally, IFM Investors Pty Ltd grew its position in shares of TransUnion by 6.2% during the 2nd quarter. IFM Investors Pty Ltd now owns 42,381 shares of the business services provider's stock valued at $3,730,000 after buying an additional 2,466 shares during the last quarter.

Wall Street Analyst Weigh In

Several analysts recently weighed in on TRU shares. 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 set a $105.00 price target (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a report on Wednesday, September 3rd. BMO Capital Markets increased their target price on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Finally, Oppenheimer increased 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. Eleven equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $112.64.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $86.12, for a total transaction of $86,120.00. Following the transaction, the insider owned 65,592 shares in the company, valued at $5,648,783.04. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Jennifer A. Williams sold 755 shares of the firm's stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $88.46, for a total value of $66,787.30. Following the completion of the sale, the chief accounting officer directly owned 5,691 shares in the company, valued at approximately $503,425.86. This represents a 11.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 10,309 shares of company stock valued at $923,789 over the last 90 days. 0.25% of the stock is currently owned by company insiders.

TransUnion Stock Down 2.6%

NYSE:TRU traded down $2.30 on Monday, hitting $87.60. 3,140,912 shares of the company's stock traded hands, compared to its average volume of 3,828,706. The firm has a 50-day moving average price of $91.18 and a 200-day moving average price of $86.62. 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 company has a market cap of $17.07 billion, a PE ratio of 43.80, a price-to-earnings-growth ratio of 2.52 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 issued 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. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The company had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. During the same quarter last year, the business posted $0.99 EPS. The company's revenue for the quarter 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. Equities analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were given a $0.115 dividend. The ex-dividend date of this dividend was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. TransUnion's payout ratio is currently 23.00%.

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.