TransUnion $TRU Position Raised by Untitled Investments LP

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 grew its stake in TransUnion (NYSE:TRU - Free Report) by 0.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 724,390 shares of the business services provider's stock after purchasing an additional 5,740 shares during the quarter. TransUnion comprises about 17.0% of Untitled Investments LP's holdings, making the stock its biggest holding. Untitled Investments LP owned about 0.37% of TransUnion worth $60,117,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of TRU. Fifth Third Bancorp increased its position in shares of 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 buying an additional 217 shares during the period. S Bank Fund Management Ltd bought a new stake in TransUnion during the 1st quarter valued at approximately $44,000. Private Trust Co. NA grew its holdings in shares of TransUnion by 194.1% during the 1st quarter. Private Trust Co. NA now owns 553 shares of the business services provider's stock worth $46,000 after acquiring an additional 365 shares during the period. Cary Street Partners Investment Advisory LLC raised its position in shares of 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 acquiring an additional 324 shares in the last quarter. Finally, Signaturefd LLC lifted its stake in shares of TransUnion by 33.0% in the 1st quarter. Signaturefd LLC now owns 943 shares of the business services provider's stock valued at $78,000 after purchasing an additional 234 shares during the period.

TransUnion Stock Down 0.6%

TransUnion stock traded down $0.57 during trading hours on Friday, hitting $92.38. The stock had a trading volume of 697,844 shares, compared to its average volume of 2,066,042. The stock's 50-day moving average price is $91.47 and its 200-day moving average price is $86.69. The stock has a market capitalization of $18.00 billion, a P/E ratio of 46.26, a price-to-earnings-growth ratio of 2.52 and a beta of 1.71. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last posted 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 net margin of 8.99% and a return on equity of 16.08%. The firm had revenue of $1.14 billion for the quarter, compared to analysts' expectations of $1.10 billion. During the same quarter in the prior year, the company posted $0.99 earnings per share. The business's revenue for the quarter was up 9.5% on a year-over-year basis. 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 anticipate 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. Stockholders 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 annualized dividend and a dividend yield of 0.5%. TransUnion's payout ratio is currently 23.00%.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction 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 sale, the insider directly owned 65,592 shares of the company's stock, valued at $5,648,783.04. This trade represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction on Friday, September 5th. The shares were 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 in the company, valued at $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. Insiders have sold 10,309 shares of company stock valued at $923,789 over the last ninety days. Insiders own 0.22% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on TRU shares. Wells Fargo & Company reduced their price target on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research note on Friday, July 25th. BMO Capital Markets upped their target price on shares of TransUnion from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Needham & Company LLC upgraded shares of TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price target for the company in a research note on Wednesday, September 3rd. Wall Street Zen cut shares of TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. Finally, UBS Group restated a "neutral" rating and issued a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a report on Friday, July 25th. 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 stock. According to MarketBeat, TransUnion has a consensus rating of "Moderate Buy" and a consensus target price of $112.64.

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.