William Blair Investment Management LLC Raises Holdings in TransUnion $TRU

Key Points

• William Blair Investment Management LLC increased its stake in TransUnion by 41.7%, owning over 4.7 million shares, making it their 12th largest position in their portfolio.
• TransUnion's financial performance is strong, with an EPS of $1.08 for the latest quarter, exceeding estimates and indicating a 9.5% revenue increase year-over-year.
• Analysts have mixed views on TransUnion, with a consensus rating of "Moderate Buy" and a price target around $108.15, influenced by recent rating changes from various institutions.

William Blair Investment Management LLC grew its position in shares of TransUnion (NYSE:TRU - Free Report) by 41.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,739,103 shares of the business services provider's stock after buying an additional 1,394,813 shares during the period. TransUnion accounts for 1.1% of William Blair Investment Management LLC's investment portfolio, making the stock its 12th largest position. William Blair Investment Management LLC owned about 2.43% of TransUnion worth $417,041,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes

A number of analysts recently issued reports on TRU shares. BMO Capital Markets boosted their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating 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. Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. The Goldman Sachs Group decreased their target price on TransUnion from $96.00 to $83.00 and set a "neutral" rating on the stock in a research note on Thursday, October 2nd. Finally, Wells Fargo & Company decreased their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a research note on Friday, July 25th. Ten analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $108.15.

Insider Activity at TransUnion

In related news, EVP Heather J. Russell sold 5,337 shares of the firm's stock in a transaction that occurred 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 owned 23,011 shares of the company's stock, valued at $2,071,220.11. This trade represents a 18.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the firm's stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the transaction, the insider directly owned 64,592 shares of the company's stock, valued at approximately $5,373,408.48. This trade represents a 1.52% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 10,309 shares of company stock valued at $919,839 in the last 90 days. Corporate insiders own 0.22% of the company's stock.

TransUnion Stock Up 0.2%

Shares of NYSE:TRU opened at $78.45 on Friday. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The firm has a market capitalization of $15.28 billion, a P/E ratio of 39.23, a P/E/G ratio of 2.09 and a beta of 1.71. The stock has a 50 day moving average price of $86.10 and a 200-day moving average price of $86.12. 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 (NYSE:TRU - Get Free Report) last announced its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. During the same quarter in the prior year, the company earned $0.99 EPS. The business'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. As a group, equities research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

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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