Twin Tree Management LP Makes New Investment in TransUnion $TRU

Key Points

• Twin Tree Management LP has entered a new investment in TransUnion, acquiring 32,390 shares valued at approximately $2.85 million in the second quarter.
• TransUnion's most recent quarterly earnings report showed an EPS of $1.08, exceeding analysts' expectations of $0.99 and reflecting a 9.5% increase in revenue compared to the previous year.
• The company recently declared a quarterly dividend of $0.115 per share, which paid a 0.6% yield and has set its FY 2025 guidance at $4.030-4.140 EPS.

Twin Tree Management LP bought a new position in TransUnion (NYSE:TRU - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 32,390 shares of the business services provider's stock, valued at approximately $2,850,000.

Other hedge funds have also made changes to their positions in the company. Teacher Retirement System of Texas purchased a new stake in shares of TransUnion in the 1st quarter worth $2,364,000. Bank of New York Mellon Corp lifted its holdings in shares of TransUnion by 1.3% in the 1st quarter. Bank of New York Mellon Corp now owns 1,167,843 shares of the business services provider's stock worth $96,919,000 after buying an additional 15,030 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in shares of TransUnion by 1.8% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 712,890 shares of the business services provider's stock worth $59,163,000 after buying an additional 12,372 shares during the period. LPL Financial LLC lifted its holdings in shares of TransUnion by 7.1% in the 1st quarter. LPL Financial LLC now owns 58,161 shares of the business services provider's stock worth $4,827,000 after buying an additional 3,869 shares during the period. Finally, Citigroup Inc. lifted its holdings in shares of TransUnion by 20.7% in the 1st quarter. Citigroup Inc. now owns 139,238 shares of the business services provider's stock worth $11,555,000 after buying an additional 23,915 shares during the period.

TransUnion Trading Down 1.4%

Shares of NYSE TRU opened at $78.31 on Friday. The business has a fifty day moving average price of $86.34 and a 200 day moving average price of $86.15. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17. The stock has a market capitalization of $15.25 billion, a P/E ratio of 39.16, a price-to-earnings-growth ratio of 2.14 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 return on equity of 16.08% and a net margin of 8.99%.The company 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 posted $0.99 earnings per share. The firm's 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. Equities research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were paid a $0.115 dividend. The ex-dividend date was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. TransUnion's dividend payout ratio (DPR) is 23.00%.

Wall Street Analyst Weigh In

Several brokerages have weighed in on TRU. BMO Capital Markets upped their target price on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Wells Fargo & Company lowered their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a report on Friday, July 25th. UBS Group restated a "neutral" rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Seaport Res Ptn upgraded TransUnion to a "hold" rating in a research note on Wednesday, October 1st. Finally, Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Ten research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $108.15.

Insider Buying and Selling at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 755 shares of the stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $88.46, for a total value of $66,787.30. Following the completion of the sale, the chief accounting officer directly owned 5,691 shares in the company, valued at approximately $503,425.86. This trade represents a 11.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction dated Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the completion of the sale, the executive vice president owned 23,011 shares of the company's stock, valued at approximately $2,071,220.11. This trade represents a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 10,309 shares of company stock worth $919,839. 0.22% of the stock is owned by 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.

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