Dimensional Fund Advisors LP Grows Stock Holdings in TransUnion $TRU

Dimensional Fund Advisors LP grew its holdings in TransUnion (NYSE:TRU) by 10.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,820,100 shares of the business services provider’s stock after acquiring an additional 177,687 shares during the period. Dimensional Fund Advisors LP owned about 0.93% of TransUnion worth $151,030,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Teacher Retirement System of Texas acquired a new stake in TransUnion in the 1st quarter valued at $2,364,000. Bank of New York Mellon Corp boosted its position in shares of TransUnion by 1.3% in the first 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 buying an additional 15,030 shares during the period. Charles Schwab Investment Management Inc. grew its stake 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 buying an additional 12,372 shares in the last quarter. LPL Financial LLC raised its holdings in shares of TransUnion by 7.1% during the 1st quarter. LPL Financial LLC now owns 58,161 shares of the business services provider’s stock valued at $4,827,000 after buying an additional 3,869 shares during the period. Finally, Citigroup Inc. lifted its position in TransUnion by 20.7% during the 1st quarter. Citigroup Inc. now owns 139,238 shares of the business services provider’s stock worth $11,555,000 after acquiring an additional 23,915 shares in the last quarter.

Wall Street Analyst Weigh In

Several brokerages have issued reports on TRU. UBS Group reaffirmed a “neutral” rating and issued a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 3rd. Needham & Company LLC reaffirmed a “hold” rating on shares of TransUnion in a research note on Friday, July 25th. Wells Fargo & Company decreased their price objective on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a research report on Friday, July 25th. Finally, BMO Capital Markets raised their target price on TransUnion from $115.00 to $118.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Ten research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $112.46.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $91.21, for a total transaction of $91,210.00. Following the sale, the insider directly owned 73,393 shares of the company’s stock, valued at approximately $6,694,175.53. This represents a 1.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the firm’s stock in a transaction on Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer owned 7,108 shares in the company, valued at $660,262.12. This trade represents a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 3,972 shares of company stock valued at $353,549 over the last quarter. Company insiders own 0.22% of the company’s stock.

TransUnion Price Performance

Shares of TRU stock opened at $87.7680 on Thursday. The firm has a fifty day moving average of $90.76 and a two-hundred day moving average of $87.40. The firm has a market cap of $17.10 billion, a P/E ratio of 43.88, a P/E/G ratio of 2.46 and a beta of 1.65. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.09. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The company’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter in the prior 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. As a group, research analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, September 8th. Stockholders of record on Friday, August 22nd will be given a $0.115 dividend. The ex-dividend date is Friday, August 22nd. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion’s dividend payout ratio (DPR) is presently 23.00%.

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.