Untitled Investments LP Acquires 5,740 Shares of TransUnion $TRU

Key Points

• Untitled Investments LP increased its stake in TransUnion by 0.8%, acquiring an additional 5,740 shares, which now make up approximately 17.0% of its total holdings.
• Several hedge funds, including Fifth Third Bancorp and Private Trust Co. NA, significantly boosted their positions in TransUnion during the first quarter of this year.
• TransUnion announced a quarterly dividend of $0.115 per share, representing a 0.5% yield, with an ex-dividend date set for August 22nd.

Untitled Investments LP boosted its holdings in TransUnion (NYSE:TRU - Free Report) by 0.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 724,390 shares of the business services provider's stock after buying an additional 5,740 shares during the period. TransUnion accounts for approximately 17.0% of Untitled Investments LP's holdings, making the stock its largest holding. Untitled Investments LP owned approximately 0.37% of TransUnion worth $60,117,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Fifth Third Bancorp boosted its stake in TransUnion by 105.3% in the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider's stock worth $35,000 after buying an additional 217 shares during the last quarter. S Bank Fund Management Ltd acquired a new stake in TransUnion in the 1st quarter worth about $44,000. Private Trust Co. NA boosted its stake in TransUnion by 194.1% in the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after buying an additional 365 shares during the last quarter. Cary Street Partners Investment Advisory LLC boosted its stake 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 buying an additional 324 shares during the last quarter. Finally, Signaturefd LLC boosted its stake 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 buying an additional 234 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on TRU. Wells Fargo & Company cut their price objective on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a report on Friday, July 25th. UBS Group restated a "neutral" rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Oppenheimer raised their price objective on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a report on Tuesday, July 8th. Needham & Company LLC upgraded TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective on the stock in a report on Wednesday. Finally, Wall Street Zen downgraded TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. Eleven analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $112.64.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $90.07 on Friday. The company has a market cap of $17.54 billion, a P/E ratio of 45.03, a PEG ratio of 2.51 and a beta of 1.71. 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 has a one year low of $66.38 and a one year high of $113.17. The business's 50-day simple moving average is $91.26 and its 200 day simple moving average is $86.66.

TransUnion (NYSE:TRU - Get Free Report) last announced its earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, beating the consensus estimate of $0.99 by $0.09. The business had revenue of $1.14 billion for 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 company's revenue was up 9.5% on a year-over-year basis. During the same period last year, the business posted $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. On average, sell-side analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Insider Activity

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $86.12, for a total transaction of $86,120.00. Following the completion of the transaction, the insider directly owned 65,592 shares in the company, valued at approximately $5,648,783.04. This represents a 1.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 755 shares of the company's stock in a transaction on Friday, August 29th. The shares were 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 directly owned 5,691 shares in the company, valued at $503,425.86. This represents a 11.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 4,972 shares of company stock worth $443,405. Company insiders own 0.22% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.