TransUnion (NYSE:TRU) Stock Holdings Increased by Sora Investors LLC

Sora Investors LLC boosted its stake in shares of TransUnion (NYSE:TRU) by 5.2% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 142,863 shares of the business services provider’s stock after purchasing an additional 7,062 shares during the period. TransUnion comprises approximately 1.5% of Sora Investors LLC’s holdings, making the stock its 28th largest position. Sora Investors LLC owned approximately 0.07% of TransUnion worth $13,245,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Point72 Asia Singapore Pte. Ltd. bought a new position in TransUnion during the fourth quarter valued at approximately $115,000. Point72 Asset Management L.P. bought a new position in shares of TransUnion during the 4th quarter valued at $74,283,000. Point72 Europe London LLP lifted its stake in shares of TransUnion by 64.7% in the 4th quarter. Point72 Europe London LLP now owns 100,800 shares of the business services provider’s stock valued at $9,345,000 after purchasing an additional 39,600 shares during the last quarter. Point72 Hong Kong Ltd acquired a new stake in shares of TransUnion in the 4th quarter valued at $1,683,000. Finally, Quantinno Capital Management LP increased its position in TransUnion by 42.7% during the fourth quarter. Quantinno Capital Management LP now owns 28,898 shares of the business services provider’s stock worth $2,679,000 after buying an additional 8,644 shares during the last quarter.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Oppenheimer upped their price target on TransUnion from $93.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, April 25th. Barclays decreased their price target on shares of TransUnion from $105.00 to $85.00 and set an “equal weight” rating on the stock in a research report on Friday, April 4th. Needham & Company LLC reiterated a “hold” rating on shares of TransUnion in a research report on Friday, February 14th. Stifel Nicolaus cut their price target on shares of TransUnion from $120.00 to $112.00 and set a “buy” rating for the company in a research note on Friday, April 25th. Finally, Morgan Stanley decreased their price objective on TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Tuesday, January 28th. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating and nine have given a buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $109.38.

TransUnion Price Performance

Shares of TRU stock opened at $91.19 on Friday. TransUnion has a 52 week low of $66.38 and a 52 week high of $113.17. The stock has a market capitalization of $17.79 billion, a PE ratio of 62.46, a PEG ratio of 1.18 and a beta of 1.67. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.70 and a current ratio of 1.70. The stock’s fifty day moving average is $81.23 and its 200-day moving average is $91.13.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, April 24th. The business services provider reported $1.05 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.07. TransUnion had a net margin of 6.80% and a return on equity of 15.85%. The firm had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same quarter in the prior year, the firm earned $0.92 EPS. The company’s revenue was up 7.3% on a year-over-year basis. Equities research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 6th. Shareholders of record on Thursday, May 22nd will be given a dividend of $0.115 per share. The ex-dividend date is Thursday, May 22nd. This represents a $0.46 dividend on an annualized basis and a yield of 0.50%. TransUnion’s payout ratio is presently 24.47%.

TransUnion announced that its Board of Directors has authorized a share repurchase plan on Thursday, February 13th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the business services provider to purchase up to 2.6% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity

In other TransUnion news, EVP Venkat Achanta sold 1,821 shares of the company’s stock in a transaction on Wednesday, February 26th. The shares were sold at an average price of $95.74, for a total transaction of $174,342.54. Following the completion of the sale, the executive vice president now owns 105,443 shares in the company, valued at approximately $10,095,112.82. The trade was a 1.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction on Thursday, May 1st. The stock was sold at an average price of $82.96, for a total value of $82,960.00. Following the completion of the transaction, the insider now owns 76,393 shares in the company, valued at $6,337,563.28. This represents a 1.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 4,021 shares of company stock valued at $359,761. 0.22% of the stock is currently owned by 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.