Fuller & Thaler Asset Management Inc. Sells 3,203 Shares of TransUnion $TRU

Fuller & Thaler Asset Management Inc. lessened its position in shares of TransUnion (NYSE:TRU) by 3.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 96,303 shares of the business services provider’s stock after selling 3,203 shares during the quarter. Fuller & Thaler Asset Management Inc.’s holdings in TransUnion were worth $7,992,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of TRU. Fifth Third Bancorp increased its position in shares of TransUnion by 105.3% during the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock worth $35,000 after purchasing an additional 217 shares in the last quarter. S Bank Fund Management Ltd acquired a new position in TransUnion during the 1st quarter valued at about $44,000. Private Trust Co. NA raised its stake in TransUnion by 194.1% in the first quarter. Private Trust Co. NA now owns 553 shares of the business services provider’s stock valued at $46,000 after buying an additional 365 shares during the last quarter. Kapitalo Investimentos Ltda acquired a new stake in TransUnion in the fourth quarter worth about $47,000. Finally, Quarry LP purchased a new stake in shares of TransUnion during the fourth quarter worth about $58,000.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total transaction of $87,140.00. Following the sale, the insider owned 74,393 shares in the company, valued at approximately $6,482,606.02. This trade represents a 1.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction on Monday, August 4th. The shares were 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 of the company’s stock, valued at $660,262.12. The trade was a 12.03% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 3,972 shares of company stock valued at $353,549. Insiders own 0.22% of the company’s stock.

TransUnion Price Performance

NYSE:TRU opened at $87.7680 on Thursday. The firm’s fifty day moving average is $90.76 and its two-hundred day moving average is $87.40. The firm has a market cap of $17.10 billion, a price-to-earnings ratio of 43.88, a PEG ratio of 2.46 and a beta of 1.65. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. TransUnion has a one year low of $66.38 and a one year high of $113.17.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.09. The business had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The company’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the firm 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. Research analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 8th. Stockholders of record on Friday, August 22nd will be paid a dividend of $0.115 per share. The ex-dividend date of this dividend is Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. TransUnion’s dividend payout ratio (DPR) is presently 23.00%.

Analyst Ratings Changes

A number of research firms recently commented on TRU. UBS Group reiterated a “neutral” rating and issued a $105.00 target price (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Oppenheimer raised their price target on shares of TransUnion from $100.00 to $108.00 and gave the stock an “outperform” rating in a report on Tuesday, July 8th. Wells Fargo & Company dropped their price objective on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a report on Friday, July 25th. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Finally, Stifel Nicolaus dropped their price target on TransUnion from $120.00 to $112.00 and set a “buy” rating on the stock in a research note on Friday, April 25th. Ten equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $112.46.

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.