Woodline Partners LP Makes New $16.22 Million Investment in TransUnion $TRU

Key Points

• Woodline Partners LP acquired a new investment in TransUnion, purchasing 195,413 shares valued at approximately $16.2 million, which represents 0.10% of the company's total shares.
• TransUnion reported a quarterly earnings of $1.08 EPS, surpassing estimates and showing a 9.5% year-over-year revenue growth, totaling $1.14 billion for the quarter.
• The company announced a quarterly dividend of $0.115 per share, reflecting a 0.5% yield, with a payout ratio of 23%.

Woodline Partners LP purchased a new stake in TransUnion (NYSE:TRU - Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 195,413 shares of the business services provider's stock, valued at approximately $16,217,000. Woodline Partners LP owned approximately 0.10% of TransUnion at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Cetera Investment Advisers increased its holdings in shares of TransUnion by 18.1% in the 4th quarter. Cetera Investment Advisers now owns 42,239 shares of the business services provider's stock valued at $3,916,000 after acquiring an additional 6,488 shares during the last quarter. Focus Partners Wealth increased its stake in TransUnion by 8.8% in the fourth quarter. Focus Partners Wealth now owns 3,328 shares of the business services provider's stock valued at $309,000 after purchasing an additional 269 shares during the last quarter. Lazard Asset Management LLC increased its stake in TransUnion by 319.6% in the fourth quarter. Lazard Asset Management LLC now owns 1,049 shares of the business services provider's stock valued at $97,000 after purchasing an additional 799 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in TransUnion by 1,651.8% during the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,389 shares of the business services provider's stock worth $1,983,000 after purchasing an additional 20,168 shares in the last quarter. Finally, Millennium Management LLC raised its holdings in TransUnion by 14.9% during the fourth quarter. Millennium Management LLC now owns 1,305,821 shares of the business services provider's stock worth $121,063,000 after purchasing an additional 169,730 shares in the last quarter.

Insider Activity at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction on Monday, August 4th. The shares were sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer directly owned 7,108 shares of the company's stock, valued at approximately $660,262.12. The trade was a 12.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the company's stock in a transaction 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 transaction, the executive vice president owned 23,011 shares of the company's stock, valued at approximately $2,071,220.11. The trade was a 18.83% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 10,309 shares of company stock worth $923,789 in the last three months. Insiders own 0.22% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently commented on TRU shares. Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. UBS Group restated a "neutral" rating and issued a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective on the stock in a report on Wednesday, September 3rd. BMO Capital Markets boosted their target price on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a report on Friday, July 25th. Finally, Oppenheimer upped their target price on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a research report on Tuesday, July 8th. Eleven investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $112.64.

TransUnion Stock Performance

Shares of TRU traded down $0.96 during mid-day trading on Friday, hitting $91.99. 2,489,891 shares of the company's stock were exchanged, compared to its average volume of 2,031,355. 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 has a fifty-two week low of $66.38 and a fifty-two week high of $113.17. The business's 50 day moving average is $91.48 and its two-hundred day moving average is $86.61. The firm has a market capitalization of $17.92 billion, a P/E ratio of 46.00, a P/E/G ratio of 2.61 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data 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. 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 the consensus estimate of $1.10 billion. During the same period in the prior year, the business earned $0.99 EPS. The firm'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. On average, equities analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Friday, August 22nd were issued 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 dividend yield of 0.5%. TransUnion's dividend payout ratio (DPR) is currently 23.00%.

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.