TransUnion $TRU Shares Acquired by Verdence Capital Advisors LLC

Key Points

• Verdence Capital Advisors LLC increased its stake in TransUnion by 11.6% during the 2nd quarter, acquiring a total of 51,333 shares valued at approximately $4.5 million.
• Various institutional investors, including Sequoia Financial Advisors and Aberdeen Group, have modified their holdings in TransUnion, indicating increasing interest in the stock.
• TransUnion's recent earnings report revealed an EPS of $1.08, exceeding expectations and showing a 9.5% revenue growth year over year.

Verdence Capital Advisors LLC grew its stake in TransUnion (NYSE:TRU - Free Report) by 11.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,333 shares of the business services provider's stock after purchasing an additional 5,318 shares during the quarter. Verdence Capital Advisors LLC's holdings in TransUnion were worth $4,517,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Sequoia Financial Advisors LLC acquired a new stake in shares of TransUnion in the second quarter valued at about $240,000. Johnson Investment Counsel Inc. acquired a new stake in shares of TransUnion in the second quarter valued at about $218,000. Aberdeen Group plc grew its position in shares of TransUnion by 7.9% in the second quarter. Aberdeen Group plc now owns 135,561 shares of the business services provider's stock valued at $11,929,000 after purchasing an additional 9,950 shares during the period. Blue Trust Inc. grew its position in shares of TransUnion by 27.2% in the second quarter. Blue Trust Inc. now owns 1,492 shares of the business services provider's stock valued at $131,000 after purchasing an additional 319 shares during the period. Finally, Callan Family Office LLC acquired a new stake in shares of TransUnion in the second quarter valued at about $308,000.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on TRU shares. Seaport Res Ptn raised shares of TransUnion to a "hold" rating in a research note on Wednesday, October 1st. UBS Group reissued a "neutral" rating and issued a $105.00 price target (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Needham & Company LLC raised shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a research note on Wednesday, September 3rd. Wells Fargo & Company decreased their price target on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research note on Friday, July 25th. Finally, Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Ten equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, TransUnion presently has a consensus rating of "Moderate Buy" and an average target price of $109.31.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total transaction of $83,190.00. Following the transaction, the insider directly owned 64,592 shares of the company's stock, valued at $5,373,408.48. The trade was a 1.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction that occurred on Monday, August 4th. The shares were 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 $660,262.12. This trade represents a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 10,309 shares of company stock valued at $919,839 over the last ninety days. Company insiders own 0.22% of the company's stock.

TransUnion Price Performance

Shares of TRU stock opened at $77.57 on Monday. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. The firm's 50-day moving average is $87.37 and its two-hundred day moving average is $86.32. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The company has a market capitalization of $15.11 billion, a PE ratio of 38.79, a price-to-earnings-growth ratio of 2.10 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last issued 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 net margin of 8.99% and a return on equity of 16.08%. The company had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. During the same period in the previous year, the firm earned $0.99 earnings per share. TransUnion'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. Analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. TransUnion's payout ratio 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.

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