QRG Capital Management Inc. Cuts Stake in TransUnion $TRU

QRG Capital Management Inc. reduced its stake in TransUnion (NYSE:TRU) by 4.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,541 shares of the business services provider’s stock after selling 468 shares during the period. QRG Capital Management Inc.’s holdings in TransUnion were worth $840,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the stock. Massachusetts Financial Services Co. MA grew its stake in shares of TransUnion by 10.9% in the first quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider’s stock worth $1,798,765,000 after acquiring an additional 2,134,342 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of TransUnion by 1.1% in the first quarter. Vanguard Group Inc. now owns 18,264,902 shares of the business services provider’s stock worth $1,515,804,000 after acquiring an additional 198,245 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of TransUnion by 61.2% in the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider’s stock worth $902,761,000 after acquiring an additional 4,128,104 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its stake in shares of TransUnion by 0.9% in the first quarter. T. Rowe Price Investment Management Inc. now owns 3,411,925 shares of the business services provider’s stock worth $283,156,000 after acquiring an additional 28,996 shares during the last quarter. Finally, Victory Capital Management Inc. grew its stake in shares of TransUnion by 15.3% in the first quarter. Victory Capital Management Inc. now owns 3,146,693 shares of the business services provider’s stock worth $261,144,000 after acquiring an additional 418,693 shares during the last quarter.

Insider Activity at TransUnion

In related news, CAO Jennifer A. Williams sold 972 shares of the business’s stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the transaction, the chief accounting officer directly owned 7,108 shares in the company, valued at approximately $660,262.12. The trade was a 12.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the transaction, the insider owned 64,592 shares of the company’s stock, valued at approximately $5,373,408.48. This trade represents a 1.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 10,309 shares of company stock worth $919,839. 0.22% of the stock is owned by company insiders.

TransUnion Trading Up 3.6%

TransUnion stock opened at $79.11 on Thursday. The business has a 50-day simple moving average of $87.99 and a two-hundred day simple moving average of $86.43. The company has a market cap of $15.41 billion, a P/E ratio of 39.56, a P/E/G ratio of 2.07 and a beta of 1.71. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.09. The company had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm’s revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.99 EPS. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. Analysts predict that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Friday, August 22nd were paid a dividend of $0.115 per share. The ex-dividend date was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s payout ratio is 23.00%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Oppenheimer increased their price objective on TransUnion from $100.00 to $108.00 and gave the company an “outperform” rating in a research report on Tuesday, July 8th. BMO Capital Markets lifted their price objective on TransUnion from $115.00 to $118.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. The Goldman Sachs Group reduced their price objective on TransUnion from $96.00 to $83.00 and set a “neutral” rating for the company in a report on Thursday, October 2nd. UBS Group reiterated a “neutral” rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Finally, Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 3rd. Eleven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average target price of $110.79.

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.