TransUnion (NYSE:TRU) Stock Holdings Increased by Point72 Europe London LLP

Point72 Europe London LLP raised its stake in TransUnion (NYSE:TRU - Free Report) by 64.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 100,800 shares of the business services provider's stock after acquiring an additional 39,600 shares during the quarter. Point72 Europe London LLP owned approximately 0.05% of TransUnion worth $9,345,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Massachusetts Financial Services Co. MA boosted its stake in shares of TransUnion by 1.9% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 19,540,131 shares of the business services provider's stock worth $1,811,566,000 after purchasing an additional 359,569 shares during the last quarter. Vanguard Group Inc. raised its holdings in TransUnion by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 18,066,657 shares of the business services provider's stock valued at $1,674,960,000 after acquiring an additional 241,019 shares during the last quarter. Wellington Management Group LLP lifted its stake in shares of TransUnion by 52.5% during the 4th quarter. Wellington Management Group LLP now owns 6,749,849 shares of the business services provider's stock worth $625,779,000 after purchasing an additional 2,323,339 shares during the period. Van ECK Associates Corp boosted its holdings in shares of TransUnion by 7.4% during the fourth quarter. Van ECK Associates Corp now owns 5,139,607 shares of the business services provider's stock worth $476,493,000 after purchasing an additional 356,306 shares during the last quarter. Finally, FMR LLC grew its position in shares of TransUnion by 11.1% in the fourth quarter. FMR LLC now owns 5,044,865 shares of the business services provider's stock valued at $467,709,000 after purchasing an additional 503,969 shares during the period.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction on Thursday, May 1st. The shares were sold at an average price of $82.96, for a total transaction of $82,960.00. Following the completion of the transaction, the insider now owns 76,393 shares of the company's stock, valued at approximately $6,337,563.28. The trade was a 1.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Venkat Achanta sold 1,821 shares of the stock in a transaction dated 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 directly owns 105,443 shares in the company, valued at approximately $10,095,112.82. This trade represents a 1.70% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 4,021 shares of company stock worth $359,761. 0.22% of the stock is currently owned by insiders.

TransUnion Stock Down 1.5%

NYSE:TRU traded down $1.34 on Tuesday, reaching $90.53. The stock had a trading volume of 1,059,049 shares, compared to its average volume of 1,912,605. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The stock has a market cap of $17.66 billion, a P/E ratio of 61.92, a price-to-earnings-growth ratio of 1.18 and a beta of 1.67. The company has a current ratio of 1.70, a quick ratio of 1.70 and a debt-to-equity ratio of 1.18. The company has a 50-day moving average of $81.60 and a 200 day moving average of $90.85.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Thursday, April 24th. The business services provider reported $1.05 EPS 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 firm had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the business posted $0.92 earnings per share. TransUnion's revenue for the quarter was up 7.3% on a year-over-year basis. On average, research analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion declared that its Board of Directors has initiated a share repurchase program on Thursday, February 13th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the business services provider to repurchase up to 2.6% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company's board of directors believes its stock is undervalued.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 6th. Shareholders of record on Thursday, May 22nd will be issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.51%. The ex-dividend date of this dividend is Thursday, May 22nd. TransUnion's dividend payout ratio is presently 24.47%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on TRU. Needham & Company LLC reiterated a "hold" rating on shares of TransUnion in a research report on Friday, February 14th. William Blair reiterated an "outperform" rating on shares of TransUnion in a report on Monday, March 24th. Stifel Nicolaus lowered their target price 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. UBS Group increased their price target on shares of TransUnion from $102.00 to $104.00 and gave the stock a "neutral" rating in a research note on Monday, February 3rd. Finally, Barclays cut their target price on TransUnion from $105.00 to $85.00 and set an "equal weight" rating on the stock in a research report on Friday, April 4th. One analyst has rated the stock with a sell rating, four have given a hold rating and nine have given a buy rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $109.38.

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.