TransUnion $TRU Shares Bought by Vanguard Group Inc.

Vanguard Group Inc. grew its position in TransUnion (NYSE:TRU) by 1.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,539,805 shares of the business services provider’s stock after acquiring an additional 274,903 shares during the period. Vanguard Group Inc. owned about 9.52% of TransUnion worth $1,631,503,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the company. Penserra Capital Management LLC increased its stake in shares of TransUnion by 12.8% in the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after purchasing an additional 120 shares in the last quarter. Park Avenue Securities LLC increased its position in shares of TransUnion by 2.2% in the second quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider’s stock valued at $633,000 after buying an additional 155 shares in the last quarter. Integrated Investment Consultants LLC increased its position in shares of TransUnion by 1.4% in the first quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider’s stock valued at $944,000 after buying an additional 162 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its stake in shares of TransUnion by 132.7% during 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 during the period. Finally, PNC Financial Services Group Inc. lifted its position in shares of TransUnion by 8.5% during the 1st quarter. PNC Financial Services Group Inc. now owns 2,867 shares of the business services provider’s stock valued at $238,000 after buying an additional 225 shares in the last quarter.

TransUnion Stock Up 3.8%

Shares of NYSE TRU opened at $83.83 on Friday. The stock has a market cap of $16.28 billion, a PE ratio of 39.17, a P/E/G ratio of 1.87 and a beta of 1.71. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $66.38 and a 12-month high of $103.49. The company has a 50-day moving average of $82.09 and a 200 day moving average of $86.93.

TransUnion (NYSE:TRU) last announced 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. The firm had revenue of $1.17 billion for 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%.The firm’s revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the business posted $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. As a group, sell-side analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The company 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 $0.115 dividend. The ex-dividend date of this dividend is Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. TransUnion’s dividend payout ratio is currently 21.50%.

Insider Activity at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the 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. This represents a 1.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Heather J. Russell sold 5,337 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the sale, the executive vice president owned 23,011 shares of the company’s stock, valued at $2,071,220.11. This represents a 18.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 9,337 shares of company stock valued at $818,810. 0.22% of the stock is owned by company insiders.

Analysts Set New Price Targets

TRU has been the subject of a number of research analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. The Goldman Sachs Group boosted their target price on shares of TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. UBS Group set a $90.00 price target on shares of TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. JPMorgan Chase & Co. lowered their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a report on Friday, October 24th. Finally, Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Nine analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average target price of $104.08.

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.