TransUnion $TRU Shares Purchased by Ninety One UK Ltd

by · The Markets Daily

Ninety One UK Ltd grew its stake in shares of TransUnion (NYSE:TRU – Free Report) by 52.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,536,458 shares of the business services provider’s stock after buying an additional 1,219,360 shares during the quarter. Ninety One UK Ltd’s holdings in TransUnion were worth $296,284,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in TRU. Geneos Wealth Management Inc. raised its holdings in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. Generali Asset Management SPA SGR acquired a new position in shares of TransUnion during the 2nd quarter valued at $30,000. MassMutual Private Wealth & Trust FSB raised its stake in shares of 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 buying an additional 199 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in shares of TransUnion in the second quarter valued at $34,000. Finally, MAI Capital Management lifted its holdings in shares of TransUnion by 333.3% in the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after buying an additional 310 shares during the period.

Wall Street Analysts Forecast Growth

TRU has been the topic of several research reports. Oppenheimer assumed coverage on shares of TransUnion in a research report on Monday, October 13th. They issued an “outperform” rating and a $93.00 price target on the stock. BMO Capital Markets lifted their price objective on shares of TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Needham & Company LLC reissued a “buy” rating and set a $115.00 target price on shares of TransUnion in a research note on Monday, October 20th. JPMorgan Chase & Co. decreased their price target on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research report on Friday, October 24th. Finally, The Goldman Sachs Group upped their price target on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Nine research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $103.54.

Get Our Latest Research Report on TRU

Insider Activity at TransUnion

In related news, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the sale, the executive vice president directly owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This represents a 7.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total value of $84,040.00. Following the transaction, the insider directly owned 62,592 shares in the company, valued at approximately $5,260,231.68. This trade represents a 1.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 6,818 shares of company stock valued at $576,393. Company insiders own 0.22% of the company’s stock.

TransUnion Stock Performance

Shares of TRU opened at $85.69 on Thursday. TransUnion has a one year low of $66.38 and a one year high of $101.19. The company has a 50-day moving average of $83.46 and a two-hundred day moving average of $86.55. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. The stock has a market cap of $16.64 billion, a price-to-earnings ratio of 40.04, a PEG ratio of 1.90 and a beta of 1.73.

TransUnion (NYSE:TRU – Get Free Report) last posted its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $1.13 billion. During the same quarter last year, the business posted $1.04 EPS. The company’s revenue 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. On average, equities research analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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

TransUnion Company Profile

(Free Report)

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.

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