Fox Run Management L.L.C. Invests $1.54 Million in TransUnion $TRU

Fox Run Management L.L.C. purchased a new position in shares of TransUnion (NYSE:TRU) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 17,488 shares of the business services provider’s stock, valued at approximately $1,539,000.

Several other hedge funds have also recently modified their holdings of the stock. Charles Schwab Investment Management Inc. raised its holdings 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 valued at $59,163,000 after buying an additional 12,372 shares during the period. LPL Financial LLC grew its holdings in shares of TransUnion by 7.1% in the first quarter. LPL Financial LLC now owns 58,161 shares of the business services provider’s stock valued at $4,827,000 after purchasing an additional 3,869 shares in the last quarter. Citigroup Inc. increased its stake 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 buying an additional 23,915 shares during the period. Diamond Hill Capital Management Inc. acquired a new stake in TransUnion during the 1st quarter worth approximately $13,810,000. Finally, Envestnet Asset Management Inc. lifted its holdings in TransUnion by 5.1% during the 1st quarter. Envestnet Asset Management Inc. now owns 494,349 shares of the business services provider’s stock worth $41,026,000 after buying an additional 23,979 shares in the last quarter.

TransUnion Stock Up 1.8%

TransUnion stock opened at $80.44 on Friday. The stock’s 50 day moving average price is $83.86 and its 200 day moving average price is $86.94. TransUnion has a 1-year low of $66.38 and a 1-year high of $108.12. The company has a market cap of $15.62 billion, a PE ratio of 37.59, a price-to-earnings-growth ratio of 1.76 and a beta of 1.71. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, beating analysts’ consensus estimates of $1.04 by $0.06. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.TransUnion’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the company earned $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. On average, sell-side analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 8th. Investors of record on Friday, November 21st will be issued a dividend of $0.115 per share. The ex-dividend date of this dividend is Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. TransUnion’s payout ratio is currently 21.50%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TRU. BMO Capital Markets increased their target price on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Oppenheimer started coverage on TransUnion in a research report on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective for the company. UBS Group set a $90.00 target price on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Stifel Nicolaus set a $103.00 price target on shares of TransUnion in a research note on Friday, October 24th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 price objective on shares of TransUnion in a report on Monday, October 20th. Nine research 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.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $104.08.

Insiders Place Their Bets

In other news, CAO Jennifer A. Williams sold 755 shares of the business’s stock in a transaction that occurred on Friday, August 29th. The stock was sold at an average price of $88.46, for a total transaction of $66,787.30. Following the sale, the chief accounting officer owned 5,691 shares of the company’s stock, valued at $503,425.86. The trade was a 11.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $80.47, for a total value of $80,470.00. Following the completion of the sale, the insider owned 63,592 shares in the company, valued at approximately $5,117,248.24. This represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 9,337 shares of company stock worth $818,810. 0.22% of the stock is owned by company insiders.

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.