Gotham Asset Management LLC Has $9.54 Million Holdings in TransUnion (NYSE:TRU)

Gotham Asset Management LLC raised its stake in TransUnion (NYSE:TRU - Free Report) by 21.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 102,851 shares of the business services provider's stock after purchasing an additional 18,080 shares during the period. Gotham Asset Management LLC owned 0.05% of TransUnion worth $9,535,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of TRU. Aster Capital Management DIFC Ltd bought a new stake in shares of TransUnion in the 4th quarter worth about $40,000. Huntington National Bank increased its position in shares of TransUnion by 58.7% in the 4th quarter. Huntington National Bank now owns 454 shares of the business services provider's stock worth $42,000 after purchasing an additional 168 shares during the last quarter. Retirement Wealth Solutions LLC acquired a new position in shares of TransUnion in the 4th quarter valued at about $44,000. Brown Brothers Harriman & Co. acquired a new position in shares of TransUnion in the 4th quarter valued at about $47,000. Finally, Mizuho Bank Ltd. acquired a new position in shares of TransUnion in the 4th quarter valued at about $47,000.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction that occurred on Thursday, May 1st. The shares were sold at an average price of $82.96, for a total value of $82,960.00. Following the sale, the insider now directly owns 76,393 shares in the company, valued at $6,337,563.28. The trade was a 1.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Venkat Achanta sold 1,821 shares of the business's stock in a transaction that occurred on Wednesday, February 26th. The stock was sold at an average price of $95.74, for a total transaction of $174,342.54. Following the completion of the sale, the executive vice president now owns 105,443 shares in the company, valued at $10,095,112.82. The trade was a 1.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 4,021 shares of company stock worth $359,761 in the last ninety days. 0.22% of the stock is currently owned by corporate insiders.

TransUnion Price Performance

Shares of TRU stock traded up $0.56 during midday trading on Thursday, reaching $91.19. 1,073,643 shares of the company were exchanged, compared to its average volume of 1,668,607. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The company has a market cap of $17.79 billion, a P/E ratio of 62.46, a PEG ratio of 1.18 and a beta of 1.67. The company's 50 day moving average price is $81.23 and its two-hundred day moving average price is $91.13. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.70 and a current ratio of 1.70.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Thursday, April 24th. The business services provider reported $1.05 EPS for the quarter, topping analysts' consensus estimates of $0.98 by $0.07. TransUnion had a net margin of 6.80% and a return on equity of 15.85%. The company had revenue of $1.10 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same period in the previous year, the firm earned $0.92 EPS. TransUnion's revenue was up 7.3% on a year-over-year basis. On average, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion announced that its board has initiated a share buyback plan on Thursday, February 13th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the business services provider to reacquire up to 2.6% of its stock through open market purchases. Stock buyback plans are usually a sign that the company's board of directors believes its shares are undervalued.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 6th. Investors of record on Thursday, May 22nd will be issued a $0.115 dividend. The ex-dividend date of this dividend is Thursday, May 22nd. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.50%. TransUnion's payout ratio is currently 24.47%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TRU. Stifel Nicolaus decreased their price target on shares of TransUnion from $120.00 to $112.00 and set a "buy" rating for the company in a report on Friday, April 25th. Oppenheimer lifted their price target on shares of TransUnion from $93.00 to $96.00 and gave the company an "outperform" rating in a report on Friday, April 25th. Bank of America started coverage on shares of TransUnion in a report on Thursday, April 10th. They issued an "underperform" rating and a $84.00 price target for the company. Wells Fargo & Company reduced their target price on shares of TransUnion from $130.00 to $117.00 and set an "overweight" rating for the company in a research note on Monday, April 14th. Finally, William Blair reissued an "outperform" rating on shares of TransUnion in a research note on Monday, March 24th. One equities research analyst has rated the stock with a sell rating, four have given a hold rating and nine have assigned a buy rating to the company's stock. According to MarketBeat, TransUnion has a consensus rating of "Moderate Buy" and a consensus price target of $109.38.

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.