Blair William & Co. IL Sells 21,239 Shares of TransUnion $TRU

Blair William & Co. IL cut its stake in shares of TransUnion (NYSE:TRU) by 28.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 52,624 shares of the business services provider’s stock after selling 21,239 shares during the period. Blair William & Co. IL’s holdings in TransUnion were worth $4,631,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of TRU. Wellington Management Group LLP increased its position 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 purchasing an additional 4,128,104 shares during the last quarter. Massachusetts Financial Services Co. MA increased its position 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 purchasing an additional 2,134,342 shares during the last quarter. Nuveen LLC bought a new position in shares of TransUnion in the first quarter worth approximately $55,607,000. Spear Holdings RSC Ltd bought a new position in shares of TransUnion in the second quarter worth approximately $46,128,000. Finally, Victory Capital Management Inc. increased its position 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 purchasing an additional 418,693 shares during the last quarter.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Sunday, August 3rd. Oppenheimer upped their price objective on shares of TransUnion from $100.00 to $108.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 8th. Needham & Company LLC upgraded shares of TransUnion from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research report on Wednesday, September 3rd. The Goldman Sachs Group decreased their price objective on shares of TransUnion from $96.00 to $83.00 and set a “neutral” rating on the stock in a research report on Thursday, October 2nd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. Ten analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $109.31.

Insider Activity

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total transaction of $83,190.00. Following the completion of the sale, the insider owned 64,592 shares of the company’s stock, valued at approximately $5,373,408.48. This represents a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the sale, the executive vice president directly owned 23,011 shares of the company’s stock, valued at approximately $2,071,220.11. This trade represents a 18.83% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 10,309 shares of company stock valued at $919,839. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Down 1.8%

Shares of TRU opened at $77.57 on Monday. The firm has a market cap of $15.11 billion, a P/E ratio of 38.79, a P/E/G ratio of 2.10 and a beta of 1.71. The stock has a 50 day simple moving average of $87.37 and a two-hundred day simple moving average of $86.32. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17.

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

TransUnion Dividend Announcement

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

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.