APG Asset Management N.V. Sells 21,163 Shares of TransUnion $TRU

Key Points

• APG Asset Management N.V. has reduced its stake in TransUnion by 0.7%, holding 3,098,299 shares after selling 21,163 shares in the first quarter, making the company its 25th largest position.
• TransUnion recently reported $1.08 earnings per share for the last quarter, surpassing analysts' expectations of $0.99, along with a revenue of $1.14 billion, marking a 9.5% increase year-over-year.
• The company announced a quarterly dividend of $0.115 per share, with the payment date set for September 8th, reflecting a 0.5% dividend yield.

APG Asset Management N.V. lowered its position in shares of TransUnion (NYSE:TRU - Free Report) by 0.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,098,299 shares of the business services provider's stock after selling 21,163 shares during the period. TransUnion accounts for approximately 0.7% of APG Asset Management N.V.'s investment portfolio, making the stock its 25th biggest holding. APG Asset Management N.V. owned approximately 1.59% of TransUnion worth $238,037,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Ameriprise Financial Inc. increased its stake in shares of TransUnion by 2.7% during the first quarter. Ameriprise Financial Inc. now owns 1,044,627 shares of the business services provider's stock worth $86,694,000 after purchasing an additional 27,904 shares during the period. Price T Rowe Associates Inc. MD increased its stake in shares of TransUnion by 24.5% during the first quarter. Price T Rowe Associates Inc. MD now owns 1,770,888 shares of the business services provider's stock worth $146,967,000 after purchasing an additional 348,489 shares during the period. T. Rowe Price Investment Management Inc. increased its stake in shares of TransUnion by 0.9% during the first quarter. T. Rowe Price Investment Management Inc. now owns 3,411,925 shares of the business services provider's stock worth $283,156,000 after purchasing an additional 28,996 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its stake in shares of TransUnion by 73.0% during the first quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 32,608 shares of the business services provider's stock worth $2,722,000 after purchasing an additional 13,760 shares during the period. Finally, Wellington Management Group LLP increased its stake in shares of TransUnion by 61.2% during the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock worth $902,761,000 after purchasing an additional 4,128,104 shares during the period.

Insider Activity

In other news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the completion of the transaction, the chief accounting officer directly owned 7,108 shares of the company's stock, valued at approximately $660,262.12. This trade represents a 12.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $87.14, for a total value of $87,140.00. Following the completion of the transaction, the insider directly owned 74,393 shares of the company's stock, valued at approximately $6,482,606.02. This trade represents a 1.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 3,972 shares of company stock valued at $353,549. Corporate insiders own 0.25% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on TRU shares. UBS Group reiterated a "neutral" rating and set a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Needham & Company LLC restated a "hold" rating on shares of TransUnion in a research note on Friday, July 25th. 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. Finally, BMO Capital Markets raised their price objective on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. Ten investment 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's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $112.46.

TransUnion Price Performance

Shares of NYSE TRU traded up $0.08 during mid-day trading on Wednesday, hitting $89.15. 1,037,250 shares of the stock traded hands, compared to its average volume of 2,036,154. 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 twelve month low of $66.38 and a twelve month high of $113.17. The company has a market cap of $17.37 billion, a PE ratio of 44.58, a price-to-earnings-growth ratio of 2.51 and a beta of 1.65. The firm has a 50 day simple moving average of $91.06 and a two-hundred day simple moving average of $87.14.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.09. The company had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.TransUnion's revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter last year, the business posted $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. As a group, equities research analysts forecast that TransUnion will post 3.99 EPS for the current fiscal 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 given a $0.115 dividend. The ex-dividend date of this dividend is Friday, August 22nd. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion's dividend payout ratio (DPR) is 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.