Wilmington Savings Fund Society FSB Purchases 4,000 Shares of TransUnion $TRU

Key Points

• Wilmington Savings Fund Society FSB increased its stake in TransUnion by 19%, acquiring 4,000 additional shares during the second quarter, bringing its total holdings to 25,000 shares valued at approximately $2.2 million.
• TransUnion recently reported a 9.5% year-over-year revenue increase, generating $1.14 billion in the latest quarter and exceeding analysts' estimates, with earnings per share of $1.08.
• The company announced a $0.115 quarterly dividend, reflecting an annualized yield of 0.6%, and insiders have sold over 10,000 shares worth nearly $920,000 in the last three months.

Wilmington Savings Fund Society FSB grew its position in shares of TransUnion (NYSE:TRU - Free Report) by 19.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 25,000 shares of the business services provider's stock after acquiring an additional 4,000 shares during the quarter. Wilmington Savings Fund Society FSB's holdings in TransUnion were worth $2,200,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Wellington Management Group LLP lifted its position in TransUnion by 61.2% in the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock worth $902,761,000 after buying an additional 4,128,104 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position in TransUnion by 10.9% in the first quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider's stock worth $1,798,765,000 after buying an additional 2,134,342 shares during the last quarter. Nuveen LLC bought a new stake in TransUnion in the first quarter worth $55,607,000. Spear Holdings RSC Ltd bought a new stake in TransUnion in the second quarter worth $46,128,000. Finally, Victory Capital Management Inc. lifted its position in TransUnion by 15.3% in the first quarter. Victory Capital Management Inc. now owns 3,146,693 shares of the business services provider's stock worth $261,144,000 after buying an additional 418,693 shares during the last quarter.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the completion of the transaction, the insider directly owned 64,592 shares in the company, valued at approximately $5,373,408.48. The trade was a 1.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the transaction, the chief accounting officer owned 7,108 shares of the company's stock, valued at $660,262.12. This represents a 12.03% 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 corporate insiders.

TransUnion Price Performance

TRU opened at $79.45 on Thursday. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The business's fifty day simple moving average is $86.58 and its 200-day simple moving average is $86.18. The company has a market capitalization of $15.48 billion, a price-to-earnings ratio of 39.73, a PEG ratio of 2.13 and a beta of 1.71. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last posted its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.09. The company had revenue of $1.14 billion for the quarter, compared to analyst estimates 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 quarter in the previous year, the firm 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, equities research analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were issued 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 payout ratio is currently 23.00%.

Wall Street Analysts Forecast Growth

TRU has been the topic of several research analyst reports. Weiss Ratings reaffirmed a "hold (c)" rating on shares of TransUnion in a research report on Wednesday, October 8th. The Goldman Sachs Group cut their price objective on TransUnion from $96.00 to $83.00 and set a "neutral" rating on the stock in a research report on Thursday, October 2nd. Wall Street Zen downgraded TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. BMO Capital Markets upped their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Finally, Oppenheimer initiated coverage on TransUnion in a research report on Monday. They issued an "outperform" rating and a $93.00 price objective on the stock. Ten equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $108.15.

TransUnion 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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