Catalyst Funds Management Pty Ltd Grows Position in TransUnion $TRU

Catalyst Funds Management Pty Ltd raised its position in shares of TransUnion (NYSE:TRU) by 9.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,020 shares of the business services provider’s stock after acquiring an additional 1,820 shares during the period. Catalyst Funds Management Pty Ltd’s holdings in TransUnion were worth $1,850,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Wellington Management Group LLP grew its holdings in shares of TransUnion by 61.2% in the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider’s stock valued at $902,761,000 after purchasing an additional 4,128,104 shares in the last quarter. William Blair Investment Management LLC lifted its position in TransUnion by 41.7% during the second quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock valued at $417,041,000 after purchasing an additional 1,394,813 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position in TransUnion by 4.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares during the last quarter. Nuveen LLC purchased a new position in shares of TransUnion in the 1st quarter worth $55,607,000. Finally, Spear Holdings RSC Ltd bought a new stake in shares of TransUnion in the 2nd quarter worth about $46,128,000.

TransUnion Trading Up 2.2%

Shares of NYSE TRU opened at $81.94 on Thursday. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $103.49. 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 company has a market cap of $15.91 billion, a price-to-earnings ratio of 38.29, a PEG ratio of 1.79 and a beta of 1.71. The business’s 50 day moving average price is $82.51 and its 200-day moving average price is $86.96.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (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 analysts’ expectations of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.TransUnion’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.04 EPS. 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 expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. The Goldman Sachs Group increased their price target on shares of TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Stifel Nicolaus set a $103.00 price objective on TransUnion in a research note on Friday, October 24th. Oppenheimer started coverage on TransUnion in a report on Monday, October 13th. They issued an “outperform” rating and a $93.00 target price for the company. Needham & Company LLC restated a “buy” rating and set a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. Finally, UBS Group set a $90.00 price target on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Nine analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $104.08.

Insider Activity at TransUnion

In other news, CAO Jennifer A. Williams sold 755 shares of TransUnion stock in a transaction that occurred 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 sale, the chief accounting officer owned 5,691 shares of the company’s stock, valued at approximately $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The shares were 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 of the company’s stock, valued at $5,117,248.24. The trade was a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 9,337 shares of company stock worth $818,810 in the last 90 days. 0.22% of the stock is owned by corporate 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.