Swiss National Bank Acquires 41,000 Shares of TransUnion $TRU

Swiss National Bank lifted its holdings in shares of TransUnion (NYSE:TRU) by 7.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 590,700 shares of the business services provider’s stock after acquiring an additional 41,000 shares during the period. Swiss National Bank owned approximately 0.30% of TransUnion worth $51,982,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Charles Schwab Investment Management Inc. lifted its holdings in shares of TransUnion by 1.8% in the first quarter. Charles Schwab Investment Management Inc. now owns 712,890 shares of the business services provider’s stock valued at $59,163,000 after purchasing an additional 12,372 shares in the last quarter. 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 valued at $11,555,000 after buying an additional 23,915 shares during the last quarter. LPL Financial LLC boosted its holdings in TransUnion by 7.1% during the 1st quarter. LPL Financial LLC now owns 58,161 shares of the business services provider’s stock worth $4,827,000 after acquiring an additional 3,869 shares during the last quarter. Assenagon Asset Management S.A. grew its stake in shares of TransUnion by 583.1% in the 2nd quarter. Assenagon Asset Management S.A. now owns 69,379 shares of the business services provider’s stock worth $6,105,000 after acquiring an additional 59,222 shares in the last quarter. Finally, Pacific Capital Partners Ltd purchased a new stake in shares of TransUnion in the first quarter valued at about $1,245,000.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on TRU shares. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Sunday, August 3rd. Robert W. Baird set a $125.00 target price on TransUnion in a report on Friday, October 24th. Seaport Res Ptn raised TransUnion to a “hold” rating in a research report on Wednesday, October 1st. 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. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. 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. Based on data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and an average price target of $104.08.

Insider Activity at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $80.47, for a total transaction of $80,470.00. Following the sale, the insider directly owned 63,592 shares in the company, valued at $5,117,248.24. This represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Heather J. Russell sold 5,337 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 23,011 shares of the company’s stock, valued at approximately $2,071,220.11. This represents a 18.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 9,092 shares of company stock worth $796,951. 0.25% of the stock is owned by company insiders.

TransUnion Trading Down 1.7%

Shares of TRU opened at $82.46 on Tuesday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a market cap of $16.01 billion, a P/E ratio of 38.53, a price-to-earnings-growth ratio of 1.87 and a beta of 1.71. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $103.49. The business has a 50-day moving average of $81.95 and a 200 day moving average of $86.92.

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

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, December 8th. Stockholders of record on Friday, November 21st will be given a $0.115 dividend. The ex-dividend date is Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is 21.50%.

TransUnion Profile

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.