Voya Investment Management LLC Buys 6,527 Shares of TransUnion $TRU

Key Points

• Voya Investment Management LLC increased its holdings in TransUnion by 18.6% in the first quarter, owning 41,618 shares valued at approximately $3.45 million.
• TransUnion's recent earnings report showed a better-than-expected EPS of $1.08, exceeding estimates, with a revenue increase of 9.5% year-over-year.
• The company announced a quarterly dividend of $0.115 per share, resulting in a dividend yield of 0.5% and a payout ratio of 23%.

Voya Investment Management LLC raised its stake in TransUnion (NYSE:TRU - Free Report) by 18.6% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 41,618 shares of the business services provider's stock after purchasing an additional 6,527 shares during the period. Voya Investment Management LLC's holdings in TransUnion were worth $3,454,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of TRU. Geneos Wealth Management Inc. raised its stake in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after buying an additional 290 shares in the last quarter. Fifth Third Bancorp increased its stake in TransUnion by 105.3% during the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock valued at $35,000 after purchasing an additional 217 shares during the last quarter. S Bank Fund Management Ltd bought a new stake in shares of TransUnion during the 1st quarter valued at about $44,000. Private Trust Co. NA raised its stake in TransUnion by 194.1% during the first 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 period. Finally, Cary Street Partners Investment Advisory LLC lifted its holdings in TransUnion by 55.4% in the first 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.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Oppenheimer upped their price objective on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research note on Tuesday, July 8th. BMO Capital Markets boosted their target price on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. UBS Group reaffirmed a "neutral" rating and set a $105.00 price target (up previously from $98.00) on shares of TransUnion in a report on Friday, July 25th. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective for the company in a report on Wednesday, September 3rd. Finally, Wall Street Zen downgraded 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 issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, TransUnion presently has an average rating of "Moderate Buy" and an average target price of $112.64.

TransUnion Price Performance

NYSE:TRU traded down $2.56 during trading hours on Friday, reaching $89.90. The company had a trading volume of 26,552,650 shares, compared to its average volume of 2,586,669. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. The stock has a 50-day moving average of $91.27 and a two-hundred day moving average of $86.62. TransUnion has a one year low of $66.38 and a one year high of $113.17. The firm has a market capitalization of $17.51 billion, a PE ratio of 44.95, a PEG ratio of 2.52 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 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 firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same period in the previous year, the business earned $0.99 earnings per share. The company's revenue for the quarter 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 forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $86.12, for a total transaction of $86,120.00. Following the transaction, the insider directly owned 65,592 shares in the company, valued at approximately $5,648,783.04. This represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Heather J. Russell sold 5,337 shares of the company's 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 transaction, the executive vice president directly owned 23,011 shares in the company, valued at approximately $2,071,220.11. This represents a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 10,309 shares of company stock worth $923,789. 0.22% of the stock is currently owned by corporate insiders.

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.