JPMorgan Chase & Co. Increases Stake in TransUnion $TRU

JPMorgan Chase & Co. raised its holdings in shares of TransUnion (NYSE:TRU) by 3.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,074,527 shares of the business services provider’s stock after purchasing an additional 32,338 shares during the quarter. JPMorgan Chase & Co. owned approximately 0.55% of TransUnion worth $94,562,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TRU. Penserra Capital Management LLC lifted its stake in shares of TransUnion by 12.8% during the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after buying an additional 120 shares in the last quarter. Park Avenue Securities LLC raised its holdings in TransUnion by 2.2% during the 2nd quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider’s stock valued at $633,000 after acquiring an additional 155 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in shares of TransUnion by 132.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock worth $31,000 after acquiring an additional 199 shares in the last quarter. PNC Financial Services Group Inc. boosted its holdings in shares of TransUnion by 8.5% in the first quarter. PNC Financial Services Group Inc. now owns 2,867 shares of the business services provider’s stock worth $238,000 after acquiring an additional 225 shares during the period. Finally, DekaBank Deutsche Girozentrale grew its position in shares of TransUnion by 0.4% in the second quarter. DekaBank Deutsche Girozentrale now owns 64,891 shares of the business services provider’s stock valued at $5,637,000 after purchasing an additional 234 shares in the last quarter.

TransUnion Price Performance

Shares of NYSE:TRU opened at $84.90 on Friday. The company’s fifty day moving average price is $81.57 and its 200-day moving average price is $86.88. The firm has a market capitalization of $16.49 billion, a price-to-earnings ratio of 39.67, a PEG ratio of 1.86 and a beta of 1.71. TransUnion has a one year low of $66.38 and a one year high of $101.93. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter last year, the company posted $1.04 EPS. The business’s quarterly revenue was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. On average, equities research analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, December 8th. Shareholders of record on Friday, November 21st will be paid a dividend of $0.115 per share. The ex-dividend date of this dividend is Friday, November 21st. This represents a $0.46 annualized dividend and a yield of 0.5%. TransUnion’s payout ratio is 21.50%.

Insider Transactions at TransUnion

In other news, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction dated 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 directly owned 23,011 shares in the company, valued at approximately $2,071,220.11. This represents a 18.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $80.47, for a total value of $80,470.00. Following the completion of the sale, the insider directly owned 63,592 shares of the company’s stock, valued at approximately $5,117,248.24. This represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 8,337 shares of company stock valued at $730,163 over the last quarter. Company insiders own 0.22% of the company’s stock.

Analyst Ratings Changes

TRU has been the subject of several analyst reports. Stifel Nicolaus set a $103.00 target price on TransUnion in a research note on Friday, October 24th. Oppenheimer began coverage on shares of TransUnion in a research report on Monday, October 13th. They issued an “outperform” rating and a $93.00 price objective for the company. UBS Group set a $90.00 price target on shares of TransUnion and gave the company a “neutral” rating in a report on Friday, October 24th. Needham & Company LLC reaffirmed a “buy” rating and issued a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. Finally, JPMorgan Chase & Co. dropped their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research note on Friday, October 24th. Nine 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 data from MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and a consensus price target of $104.08.

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.