BDF Gestion Has $2.59 Million Holdings in TransUnion $TRU

BDF Gestion lowered its holdings in TransUnion (NYSE:TRU) by 9.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 29,391 shares of the business services provider’s stock after selling 3,203 shares during the quarter. BDF Gestion’s holdings in TransUnion were worth $2,586,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of TRU. Lazard Asset Management LLC lifted its position in shares of TransUnion by 319.6% during the fourth quarter. Lazard Asset Management LLC now owns 1,049 shares of the business services provider’s stock worth $97,000 after purchasing an additional 799 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in TransUnion by 1,651.8% during the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,389 shares of the business services provider’s stock worth $1,983,000 after buying an additional 20,168 shares in the last quarter. Toronto Dominion Bank lifted its holdings in TransUnion by 1.0% during the 4th quarter. Toronto Dominion Bank now owns 26,157 shares of the business services provider’s stock worth $2,425,000 after buying an additional 270 shares in the last quarter. State of Wyoming acquired a new position in shares of TransUnion during the fourth quarter valued at $184,000. Finally, Two Sigma Advisers LP acquired a new position in shares of TransUnion during the fourth quarter valued at $1,020,000.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $86.12, for a total transaction of $86,120.00. Following the sale, the insider owned 65,592 shares of the company’s stock, valued at $5,648,783.04. This trade represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Jennifer A. Williams sold 755 shares of the firm’s stock in a transaction that occurred 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 owned 5,691 shares in the company, valued at $503,425.86. This trade represents a 11.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 10,309 shares of company stock valued at $923,789 over the last 90 days. 0.22% of the stock is owned by company insiders.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $89.90 on Friday. The firm’s 50 day simple moving average is $91.27 and its 200 day simple moving average is $86.64. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. The company has a market capitalization of $17.51 billion, a price-to-earnings ratio of 44.95, a P/E/G ratio of 2.60 and a beta of 1.71. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $113.17.

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

TransUnion Announces Dividend

The firm 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. This represents a $0.46 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s dividend payout ratio (DPR) is presently 23.00%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Needham & Company LLC upgraded shares of TransUnion from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research report on Wednesday, September 3rd. UBS Group restated 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. Oppenheimer increased their price objective on shares of TransUnion from $100.00 to $108.00 and gave the company an “outperform” rating in a report on Tuesday, July 8th. Finally, Wells Fargo & Company cut 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. Eleven analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $112.64.

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.