TransUnion $TRU Shares Acquired by CCLA Investment Management

CCLA Investment Management grew its stake in TransUnion (NYSE:TRU) by 39.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,654,363 shares of the business services provider’s stock after purchasing an additional 464,634 shares during the period. TransUnion makes up approximately 0.1% of CCLA Investment Management’s portfolio, making the stock its 18th biggest holding. CCLA Investment Management’s holdings in TransUnion were worth $145,517,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Geneos Wealth Management Inc. increased its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the period. Generali Asset Management SPA SGR acquired a new position in shares of TransUnion in the second quarter valued at approximately $30,000. MassMutual Private Wealth & Trust FSB increased its holdings in shares of TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 199 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of TransUnion by 301.0% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 310 shares during the period. Finally, S Bank Fund Management Ltd acquired a new position in shares of TransUnion in the first quarter valued at approximately $44,000.

TransUnion Stock Up 2.7%

TRU opened at $85.77 on Monday. The business’s fifty day moving average is $85.40 and its two-hundred day moving average is $86.54. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The company has a market cap of $16.66 billion, a price-to-earnings ratio of 40.08, a PEG ratio of 2.28 and a beta of 1.71. TransUnion has a one year low of $66.38 and a one year high of $108.12.

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

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, August 22nd. TransUnion’s payout ratio is presently 21.50%.

Insiders Place Their Bets

In other TransUnion news, CAO Jennifer A. Williams sold 755 shares of the business’s stock in a transaction on Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the sale, the chief accounting officer directly owned 5,691 shares in the company, valued at approximately $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Heather J. Russell sold 5,337 shares of the business’s stock in a transaction on Friday, September 5th. The stock was sold at an average price of $90.01, for a total value of $480,383.37. Following the sale, the executive vice president owned 23,011 shares in the company, valued at approximately $2,071,220.11. The trade was a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 10,309 shares of company stock worth $919,839. 0.25% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. JPMorgan Chase & Co. dropped their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a report on Friday. Wells Fargo & Company decreased their price target on TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a research note on Friday, July 25th. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Robert W. Baird set a $125.00 price target on TransUnion in a research note on Friday. Finally, Stifel Nicolaus set a $103.00 price target on TransUnion in a research note on Friday. Nine research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $104.08.

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.