Heron Bay Capital Management Has $15.93 Million Stock Holdings in TransUnion $TRU

Heron Bay Capital Management grew its holdings in TransUnion (NYSE:TRU) by 15.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 181,038 shares of the business services provider’s stock after purchasing an additional 23,657 shares during the period. TransUnion makes up about 3.1% of Heron Bay Capital Management’s portfolio, making the stock its 11th biggest position. Heron Bay Capital Management’s holdings in TransUnion were worth $15,931,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of TRU. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares in the last quarter. Generali Asset Management SPA SGR acquired a new stake in shares of TransUnion in the 2nd quarter valued at approximately $30,000. MassMutual Private Wealth & Trust FSB grew its holdings in shares of TransUnion by 132.7% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 199 shares during the last quarter. MAI Capital Management increased its position in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. increased its position in TransUnion by 301.0% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock worth $36,000 after purchasing an additional 310 shares in the last quarter.

TransUnion Stock Performance

NYSE TRU opened at $83.83 on Friday. The company has a market capitalization of $16.28 billion, a price-to-earnings ratio of 39.17, a PEG ratio of 1.80 and a beta of 1.71. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. TransUnion has a twelve month low of $66.38 and a twelve month high of $103.49. The stock has a fifty day simple moving average of $82.09 and a 200 day simple moving average of $86.91.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, topping the consensus estimate of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period in the previous year, the business earned $1.04 EPS. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. Sell-side analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, December 8th. Shareholders of record on Friday, November 21st will be given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Friday, November 21st. TransUnion’s dividend payout ratio is currently 21.50%.

Insider Buying and Selling at TransUnion

In other news, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Jennifer A. Williams sold 755 shares of the business’s stock in a transaction on Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the transaction, the chief accounting officer owned 5,691 shares in the company, valued at approximately $503,425.86. The trade was a 11.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 9,337 shares of company stock valued at $818,810. 0.22% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TRU. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. Oppenheimer began coverage on TransUnion in a research note on Monday, October 13th. They issued an “outperform” rating and a $93.00 price target for the company. UBS Group set a $90.00 price objective on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Wells Fargo & Company lowered their target price on TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a report on Friday, July 25th. Finally, Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a research report on Sunday, August 3rd. Nine analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and an average target price of $104.08.

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.