Junto Capital Management LP Purchases Shares of 323,864 TransUnion (NYSE:TRU)

Junto Capital Management LP acquired a new position in TransUnion (NYSE:TRU - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 323,864 shares of the business services provider's stock, valued at approximately $30,025,000. Junto Capital Management LP owned about 0.17% of TransUnion as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Townsquare Capital LLC raised its position in shares of TransUnion by 1.0% during the 4th quarter. Townsquare Capital LLC now owns 10,311 shares of the business services provider's stock worth $956,000 after purchasing an additional 100 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in TransUnion by 1.0% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,597 shares of the business services provider's stock worth $1,261,000 after buying an additional 131 shares in the last quarter. GAMMA Investing LLC raised its holdings in shares of TransUnion by 14.4% during the fourth quarter. GAMMA Investing LLC now owns 1,094 shares of the business services provider's stock valued at $101,000 after acquiring an additional 138 shares during the last quarter. Yousif Capital Management LLC lifted its position in shares of TransUnion by 4.0% in the fourth quarter. Yousif Capital Management LLC now owns 3,608 shares of the business services provider's stock valued at $334,000 after acquiring an additional 139 shares in the last quarter. Finally, PNC Financial Services Group Inc. boosted its stake in shares of TransUnion by 5.6% in the fourth quarter. PNC Financial Services Group Inc. now owns 2,642 shares of the business services provider's stock worth $245,000 after acquiring an additional 139 shares during the last quarter.

TransUnion Stock Performance

NYSE:TRU opened at $86.39 on Friday. The stock has a market capitalization of $16.85 billion, a P/E ratio of 59.17, a PEG ratio of 1.18 and a beta of 1.67. 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 has a fifty-two week low of $66.38 and a fifty-two week high of $113.17. The company has a 50 day moving average price of $80.82 and a 200 day moving average price of $91.40.

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

TransUnion declared that its Board of Directors has approved a share buyback program on Thursday, February 13th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the business services provider to purchase up to 2.6% of its shares through open market purchases. Shares buyback programs are typically an indication that the company's board believes its stock is undervalued.

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 6th. Stockholders of record on Thursday, May 22nd will be paid a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.53%. The ex-dividend date of this dividend is Thursday, May 22nd. TransUnion's payout ratio is 24.47%.

Insider Activity at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Thursday, May 1st. The stock was 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 approximately $6,337,563.28. This trade represents a 1.29 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Venkat Achanta sold 1,821 shares of the business's stock in a transaction on Wednesday, February 26th. The stock was sold at an average price of $95.74, for a total value of $174,342.54. Following the transaction, the executive vice president now directly owns 105,443 shares of the company's stock, 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. Over the last quarter, insiders sold 4,021 shares of company stock worth $359,761. Corporate insiders own 0.25% of the company's stock.

Analyst Ratings Changes

TRU has been the topic of a number of research reports. UBS Group raised their price objective on TransUnion from $102.00 to $104.00 and gave the company a "neutral" rating in a report on Monday, February 3rd. William Blair restated an "outperform" rating on shares of TransUnion in a research report on Monday, March 24th. Oppenheimer raised their target price on TransUnion from $93.00 to $96.00 and gave the stock an "outperform" rating in a research note on Friday, April 25th. Barclays lowered their price target on shares of TransUnion from $105.00 to $85.00 and set an "equal weight" rating on the stock in a research report on Friday, April 4th. Finally, Jefferies Financial Group cut their price objective on shares of TransUnion from $125.00 to $115.00 and set a "buy" rating for the company in a research report on Wednesday, January 15th. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating and nine have issued a buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $109.38.

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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