Theleme Partners LLP Raises Holdings in TransUnion $TRU

Key Points

• Theleme Partners LLP increased its holdings in TransUnion by 22.6%, making it the firm's 4th largest position with over 1.8 million shares worth approximately $150.7 million.
• Several large investors, including Wellington Management Group and Massachusetts Financial Services, have significantly increased their stakes in TransUnion during the first quarter of the year.
• TransUnion reported better-than-expected quarterly earnings with $1.08 EPS, surpassing estimates by $0.09, and confirmed a quarterly dividend of $0.115 per share to be paid on September 8th.

Theleme Partners LLP grew its position in shares of TransUnion (NYSE:TRU - Free Report) by 22.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,815,357 shares of the business services provider's stock after purchasing an additional 335,000 shares during the quarter. TransUnion makes up about 11.8% of Theleme Partners LLP's investment portfolio, making the stock its 4th largest position. Theleme Partners LLP owned 0.93% of TransUnion worth $150,656,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of TRU. Fifth Third Bancorp grew its position in TransUnion by 105.3% during the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after acquiring an additional 217 shares during the last quarter. S Bank Fund Management Ltd bought a new position in TransUnion during the 1st quarter worth approximately $44,000. Private Trust Co. NA grew its position in TransUnion by 194.1% during the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after acquiring an additional 365 shares during the last quarter. Cary Street Partners Investment Advisory LLC grew its position in TransUnion by 55.4% during the 1st quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock worth $75,000 after acquiring an additional 324 shares during the last quarter. Finally, Signaturefd LLC grew its position in TransUnion by 33.0% during the 1st quarter. Signaturefd LLC now owns 943 shares of the business services provider's stock worth $78,000 after acquiring an additional 234 shares during the last quarter.

TransUnion Stock Up 0.5%

Shares of TransUnion stock traded up $0.44 on Tuesday, reaching $93.82. The company's stock had a trading volume of 3,087,668 shares, compared to its average volume of 1,794,426. The company has a market capitalization of $18.28 billion, a price-to-earnings ratio of 46.91, a P/E/G ratio of 2.61 and a beta of 1.71. The firm's fifty day simple moving average is $91.45 and its two-hundred day simple moving average is $86.67. TransUnion has a 52 week low of $66.38 and a 52 week high of $113.17. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last posted its 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. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The business had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. During the same quarter last year, the company earned $0.99 EPS. The company's quarterly revenue was up 9.5% compared to the same quarter last year. 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 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Friday, August 22nd were issued a $0.115 dividend. The ex-dividend date of this dividend was Friday, August 22nd. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion's payout ratio is presently 23.00%.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of recent analyst reports. Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective on the stock in a research report on Wednesday, September 3rd. UBS Group reiterated a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Wells Fargo & Company lowered their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research note on Friday, July 25th. BMO Capital Markets raised their target price on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Finally, Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Eleven research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $112.64.

Insider Buying and Selling

In related news, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction on Friday, September 5th. The stock was sold at an average price of $90.01, for a total value of $480,383.37. Following the completion of the sale, the executive vice president owned 23,011 shares of the company's stock, valued at $2,071,220.11. The trade was a 18.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $86.12, for a total value of $86,120.00. Following the sale, the insider directly owned 65,592 shares of the company's stock, valued at $5,648,783.04. This represents a 1.50% decrease in their position. 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. Company insiders own 0.25% of the company's stock.

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.