Envestnet Portfolio Solutions Inc. Has $785,000 Stock Position in TransUnion $TRU

Envestnet Portfolio Solutions Inc. trimmed its stake in shares of TransUnion (NYSE:TRU) by 10.5% during the second quarter, Holdings Channel reports. The firm owned 8,920 shares of the business services provider’s stock after selling 1,051 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in TransUnion were worth $785,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Teacher Retirement System of Texas acquired a new position in shares of TransUnion in the 1st quarter worth approximately $2,364,000. Bank of New York Mellon Corp raised its position in TransUnion by 1.3% in the 1st quarter. Bank of New York Mellon Corp now owns 1,167,843 shares of the business services provider’s stock worth $96,919,000 after purchasing an additional 15,030 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in TransUnion by 1.8% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 712,890 shares of the business services provider’s stock worth $59,163,000 after purchasing an additional 12,372 shares during the last quarter. LPL Financial LLC raised its position in TransUnion by 7.1% in the 1st quarter. LPL Financial LLC now owns 58,161 shares of the business services provider’s stock worth $4,827,000 after purchasing an additional 3,869 shares during the last quarter. Finally, Citigroup Inc. raised its position in TransUnion by 20.7% in the 1st quarter. Citigroup Inc. now owns 139,238 shares of the business services provider’s stock worth $11,555,000 after purchasing an additional 23,915 shares during the last quarter.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction 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 sale, the insider owned 64,592 shares of the company’s stock, valued at approximately $5,373,408.48. This trade represents a 1.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed 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 completion of the sale, the executive vice president directly owned 23,011 shares in the company, valued at $2,071,220.11. This represents a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 10,309 shares of company stock valued at $919,839. 0.25% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a research report on Wednesday, October 1st. Oppenheimer started coverage on shares of TransUnion in a research report on Monday, October 13th. They set an “outperform” rating and a $93.00 target price for the company. The Goldman Sachs Group dropped their target price on shares of TransUnion from $96.00 to $83.00 and set a “neutral” rating for the company in a research report on Thursday, October 2nd. UBS Group reiterated a “neutral” rating and set a $105.00 target price (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Finally, BMO Capital Markets upped their target price on shares of TransUnion from $115.00 to $118.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Ten investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus price target of $108.15.

TransUnion Stock Performance

Shares of TransUnion stock opened at $78.45 on Monday. The company has a market capitalization of $15.28 billion, a PE ratio of 39.23, a PEG ratio of 2.09 and a beta of 1.71. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. The stock’s fifty day simple moving average is $86.10 and its 200 day simple moving average is $86.19.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping the consensus estimate of $0.99 by $0.09. The business had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm’s revenue was up 9.5% compared to the same quarter last year. During the same quarter last year, the business 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. On average, research analysts predict that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

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 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s dividend payout ratio (DPR) is presently 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.