UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Buys 69,559 Shares of TransUnion $TRU

Key Points

• UBS Asset Management increased its stake in TransUnion by 5.4%, acquiring an additional 69,559 shares, bringing its total ownership to approximately 1.35 million shares valued at $112.16 million.
• Multiple institutional investors have recently made significant investments in TransUnion, with Fifth Third Bancorp increasing its position by 105.3% in Q1.
• Analyst ratings for TransUnion show a mix of upgrades and downgrades, with an average rating of "Moderate Buy" and a target price nearing $112.64.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in TransUnion (NYSE:TRU - Free Report) by 5.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,351,491 shares of the business services provider's stock after purchasing an additional 69,559 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned 0.69% of TransUnion worth $112,160,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in TRU. Fifth Third Bancorp increased its stake in shares of TransUnion by 105.3% in the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock valued at $35,000 after buying an additional 217 shares during the period. S Bank Fund Management Ltd acquired a new stake in shares of TransUnion in the first quarter valued at about $44,000. Private Trust Co. NA increased its stake in shares of TransUnion by 194.1% in the first 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 during the period. Cary Street Partners Investment Advisory LLC increased its stake in shares of 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 valued at $75,000 after buying an additional 324 shares during the period. Finally, Signaturefd LLC increased its stake in shares of TransUnion by 33.0% in the first quarter. Signaturefd LLC now owns 943 shares of the business services provider's stock valued at $78,000 after buying an additional 234 shares during the period.

TransUnion Stock Performance

NYSE:TRU traded down $2.35 during trading hours on Monday, reaching $89.37. The stock had a trading volume of 3,723,642 shares, compared to its average volume of 2,092,436. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. The stock has a 50 day simple moving average of $91.44 and a 200 day simple moving average of $86.55. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The stock has a market cap of $17.41 billion, a P/E ratio of 44.69, a price-to-earnings-growth ratio of 2.57 and a beta of 1.71.

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 the consensus estimate of $0.99 by $0.09. The company had revenue of $1.14 billion during the quarter, compared to analysts' expectations 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 period in the previous year, the business 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. On average, research analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

Insider Activity at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 755 shares of TransUnion stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the sale, the chief accounting officer owned 5,691 shares of the company's stock, valued at $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $90.01, for a total value of $480,383.37. Following the sale, the executive vice president directly 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 position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 10,309 shares of company stock valued at $923,789. Company insiders own 0.25% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 target price for the company in a research note on Wednesday, September 3rd. UBS Group reaffirmed a "neutral" rating and set a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Wells Fargo & Company decreased their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research note on Friday, July 25th. Finally, BMO Capital Markets raised their target price on TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. Eleven equities research 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's stock. Based on data from MarketBeat, TransUnion currently has an average rating of "Moderate Buy" and an average price target of $112.64.

About TransUnion

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.