TransUnion $TRU Shares Sold by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. reduced its position in TransUnion shares by 3.6% during the second quarter, holding 276,640 shares valued at approximately $24.3 million after selling 10,360 shares.
• TransUnion has seen recent changes in analyst ratings, with Needham & Company upgrading the stock to a "buy" rating and setting a price target of $115.00, while Goldman Sachs lowered its price objective from $96.00 to $83.00.
• The company reported a 9.5% year-over-year revenue increase, achieving $1.14 billion in revenue and $1.08 earnings per share for the last quarter, exceeding analyst estimates.

Robeco Institutional Asset Management B.V. trimmed its position in shares of TransUnion (NYSE:TRU - Free Report) by 3.6% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 276,640 shares of the business services provider's stock after selling 10,360 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.14% of TransUnion worth $24,344,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TRU. Park Avenue Securities LLC lifted its stake in TransUnion by 2.2% during the 2nd quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider's stock worth $633,000 after acquiring an additional 155 shares in the last quarter. Integrated Investment Consultants LLC lifted its position in shares of TransUnion by 1.4% during the first quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider's stock worth $944,000 after purchasing an additional 162 shares in the last quarter. Rovin Capital UT ADV boosted its stake in shares of TransUnion by 3.2% in the first quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider's stock valued at $517,000 after purchasing an additional 195 shares during the period. MassMutual Private Wealth & Trust FSB grew its holdings in shares of TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock valued at $31,000 after purchasing an additional 199 shares in the last quarter. Finally, New Century Financial Group LLC increased its stake in TransUnion by 8.7% during the 1st quarter. New Century Financial Group LLC now owns 2,643 shares of the business services provider's stock worth $219,000 after buying an additional 212 shares during the period.

Analyst Ratings Changes

Several equities analysts have commented on TRU shares. Weiss Ratings reissued a "hold (c)" rating on shares of TransUnion in a research report on Saturday, September 27th. Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a report on Wednesday, September 3rd. BMO Capital Markets lifted their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Finally, The Goldman Sachs Group lowered their price objective on TransUnion from $96.00 to $83.00 and set a "neutral" rating for the company in a research report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $110.79.

TransUnion Trading Up 5.3%

NYSE:TRU opened at $77.39 on Friday. The stock has a 50-day simple moving average of $89.21 and a 200-day simple moving average of $86.60. The stock has a market cap of $15.08 billion, a P/E ratio of 38.70, a P/E/G ratio of 2.17 and a beta of 1.71. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03.

TransUnion (NYSE:TRU - Get Free Report) last issued its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.09. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The business's quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter last year, the company earned $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, analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, September 8th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion's payout ratio is 23.00%.

Insider Activity

In related news, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total value of $83,190.00. Following the completion of the sale, the insider directly owned 64,592 shares of the company's stock, valued at $5,373,408.48. This represents a 1.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction that occurred 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 trade represents a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 10,309 shares of company stock valued at $919,839. Insiders own 0.22% of the company's stock.

TransUnion 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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