TransUnion $TRU Shares Sold by NFJ Investment Group LLC

Key Points

• NFJ Investment Group LLC has reduced its position in TransUnion by 49.2%, now holding approximately 119,907 shares valued at $9,951,000.
• TransUnion's stock recently gained 3.4%, with a market cap of $17.33 billion and an EPS of $1.08 for the last quarter, surpassing analyst expectations.
• The company declared a quarterly dividend of $0.115 per share, contributing to an annualized yield of 0.5%, with a payout ratio of 23%.

NFJ Investment Group LLC lessened its position in shares of TransUnion (NYSE:TRU - Free Report) by 49.2% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 119,907 shares of the business services provider's stock after selling 116,173 shares during the period. NFJ Investment Group LLC owned approximately 0.06% of TransUnion worth $9,951,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Fifth Third Bancorp raised its holdings in shares of 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 period. S Bank Fund Management Ltd purchased a new stake in TransUnion in the 1st quarter worth approximately $44,000. Private Trust Co. NA raised its position in shares of TransUnion by 194.1% during the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock valued at $46,000 after buying an additional 365 shares in the last quarter. Cary Street Partners Investment Advisory LLC raised its position in TransUnion by 55.4% in the 1st quarter. Cary Street Partners Investment Advisory LLC now owns 909 shares of the business services provider's stock worth $75,000 after purchasing an additional 324 shares during the period. Finally, Signaturefd LLC grew its holdings in TransUnion by 33.0% in 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.

Analyst Upgrades and Downgrades

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

TransUnion Trading Up 1.2%

TransUnion stock traded up $1.05 during midday trading on Friday, hitting $90.07. 2,366,578 shares of the stock were exchanged, compared to its average volume of 1,665,750. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $113.17. The stock has a market capitalization of $17.54 billion, a price-to-earnings ratio of 45.03, a PEG ratio of 2.51 and a beta of 1.71. The stock's 50-day simple moving average is $91.26 and its 200 day simple moving average is $86.60. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share 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 business had revenue of $1.14 billion during the quarter, compared to analysts' expectations of $1.10 billion. During the same period last year, the business earned $0.99 earnings per share. The business'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. On average, equities analysts anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 8th. Investors of record on Friday, August 22nd will be issued a $0.115 dividend. The ex-dividend date is 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 23.00%.

Insider Buying and Selling

In related news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction that occurred on Monday, August 4th. The shares were 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 owned 7,108 shares in the company, valued at approximately $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $87.14, for a total transaction of $87,140.00. Following the completion of the transaction, the insider owned 74,393 shares of the company's stock, valued at $6,482,606.02. This represents a 1.33% decrease in their position. The disclosure for this sale can be found here. Insiders sold 4,972 shares of company stock valued at $443,405 in 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.