AEGON ASSET MANAGEMENT UK Plc Sells 21,394 Shares of TransUnion $TRU

AEGON ASSET MANAGEMENT UK Plc cut its stake in shares of TransUnion (NYSE:TRU) by 18.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 95,724 shares of the business services provider’s stock after selling 21,394 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in TransUnion were worth $8,420,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Fifth Third Bancorp raised its stake in shares of TransUnion by 105.3% during the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock worth $35,000 after purchasing an additional 217 shares during the period. Blue Trust Inc. raised its stake in shares of TransUnion by 65.7% during the 1st quarter. Blue Trust Inc. now owns 1,173 shares of the business services provider’s stock worth $97,000 after purchasing an additional 465 shares during the period. TT International Asset Management LTD raised its stake in shares of TransUnion by 5.5% during the 1st quarter. TT International Asset Management LTD now owns 57,796 shares of the business services provider’s stock worth $4,796,000 after purchasing an additional 3,002 shares during the period. Kentucky Retirement Systems bought a new stake in shares of TransUnion during the 1st quarter worth $1,099,000. Finally, Manning & Napier Advisors LLC raised its stake in shares of TransUnion by 3.4% during the 1st quarter. Manning & Napier Advisors LLC now owns 1,522,671 shares of the business services provider’s stock worth $126,366,000 after purchasing an additional 50,113 shares during the period.

TransUnion Trading Up 0.7%

Shares of TransUnion stock opened at $79.45 on Thursday. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The stock’s 50-day simple moving average is $86.58 and its 200 day simple moving average is $86.18. The stock has a market capitalization of $15.48 billion, a P/E ratio of 39.73, a P/E/G ratio of 2.13 and a beta of 1.71. 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 (NYSE:TRU) last posted its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, beating analysts’ consensus estimates 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%.The company’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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. As a group, research analysts anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

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

Wall Street Analyst Weigh In

TRU has been the topic of a number of recent analyst reports. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a research note on Wednesday, October 1st. UBS Group reiterated a “neutral” rating and set a $105.00 target price (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Oppenheimer began coverage on TransUnion in a research note on Monday. They set an “outperform” rating and a $93.00 target price on the stock. Needham & Company LLC upgraded TransUnion from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research note on Wednesday, September 3rd. Finally, Wells Fargo & Company lowered their price objective on TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a research note on Friday, July 25th. 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 company. Based on data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $108.15.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated 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 transaction, the insider owned 64,592 shares of the company’s stock, valued at $5,373,408.48. The trade was a 1.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction dated Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the transaction, the executive vice president directly owned 23,011 shares of the company’s stock, valued at $2,071,220.11. The trade was a 18.83% decrease in their position. The disclosure for this sale can be found here. Insiders sold 10,309 shares of company stock valued at $919,839 in the last quarter. 0.22% of the stock is currently owned by corporate insiders.

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.