Parnassus Investments LLC Cuts Holdings in TransUnion $TRU

Parnassus Investments LLC trimmed its stake in shares of TransUnion (NYSE:TRU) by 3.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 968,311 shares of the business services provider’s stock after selling 37,743 shares during the period. Parnassus Investments LLC owned 0.50% of TransUnion worth $81,125,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of TRU. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the period. Generali Asset Management SPA SGR purchased a new stake in TransUnion in the 2nd quarter valued at about $30,000. MassMutual Private Wealth & Trust FSB grew its stake in TransUnion by 132.7% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock worth $31,000 after acquiring an additional 199 shares in the last quarter. Elevation Point Wealth Partners LLC purchased a new position in shares of TransUnion during the second quarter worth approximately $34,000. Finally, MAI Capital Management raised its stake in shares of TransUnion by 333.3% during the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after acquiring an additional 310 shares in the last quarter.

Insider Activity

In related news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This represents a 7.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the transaction, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 8,318 shares of company stock valued at $704,958. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Performance

Shares of TransUnion stock opened at $87.78 on Friday. The business’s fifty day simple moving average is $83.78 and its 200-day simple moving average is $86.52. The firm has a market cap of $17.05 billion, a PE ratio of 41.02, a price-to-earnings-growth ratio of 1.59 and a beta of 1.72. TransUnion has a 52 week low of $66.38 and a 52 week high of $101.19. 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 (NYSE:TRU) last posted its earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter last year, the firm earned $1.04 EPS. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. Equities analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion’s dividend payout ratio is 21.50%.

Wall Street Analyst Weigh In

Several research firms have commented on TRU. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a report on Wednesday, October 1st. The Goldman Sachs Group increased their price target on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. JPMorgan Chase & Co. decreased their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Robert W. Baird set a $125.00 target price on shares of TransUnion in a report on Friday, October 24th. Finally, Morgan Stanley lowered their target price on TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Nine analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and a consensus price target of $103.54.

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.