TT International Asset Management LTD Cuts Stock Holdings in TransUnion $TRU

Key Points

• TT International Asset Management LTD has reduced its stake in TransUnion by 13.9%, bringing its total holdings to 49,742 shares, valued at approximately $4.38 million.
• Recent insider transactions include EVP Heather J. Russell selling 5,337 shares for about $480,383, marking an 18.83% decrease in her ownership.
• TransUnion reported $1.08 earnings per share for its last quarter, exceeding analysts' expectations, alongside a quarterly revenue increase of 9.5% year-over-year.

TT International Asset Management LTD decreased its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 13.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 49,742 shares of the business services provider's stock after selling 8,054 shares during the quarter. TransUnion accounts for approximately 0.8% of TT International Asset Management LTD's portfolio, making the stock its 15th largest position. TT International Asset Management LTD's holdings in TransUnion were worth $4,377,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Geneos Wealth Management Inc. grew its holdings in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock worth $26,000 after purchasing an additional 290 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock worth $31,000 after buying an additional 199 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its position in TransUnion by 301.0% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider's stock valued at $36,000 after acquiring an additional 310 shares during the last quarter. Fifth Third Bancorp grew its position 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 acquiring an additional 217 shares during the last quarter. Finally, S Bank Fund Management Ltd bought a new position in TransUnion during the first quarter valued at approximately $44,000.

Insider Activity

In other news, EVP Heather J. Russell sold 5,337 shares of the firm's stock in a transaction on Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the completion of the transaction, the executive vice president directly owned 23,011 shares in the company, valued at $2,071,220.11. This trade represents a 18.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total value of $87,140.00. Following the transaction, the insider owned 74,393 shares of the company's stock, valued at $6,482,606.02. The trade was a 1.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 10,309 shares of company stock worth $923,789 over the last three months. 0.22% of the stock is currently owned by corporate insiders.

TransUnion Price Performance

TRU opened at $91.70 on Thursday. The stock has a fifty day simple moving average of $91.35 and a two-hundred day simple moving average of $86.61. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. The company has a market cap of $17.86 billion, a price-to-earnings ratio of 45.85, a price-to-earnings-growth ratio of 2.53 and a beta of 1.71. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.99 by $0.09. The business had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm's quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.99 earnings per share. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. Research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have commented on TRU. Needham & Company LLC upgraded shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a research report on Wednesday, September 3rd. UBS Group reiterated a "neutral" rating and set a $105.00 price target (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Wells Fargo & Company reduced their price target 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. BMO Capital Markets increased their price target on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Finally, Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Eleven investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $112.64.

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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