TransUnion $TRU Stake Reduced by Neuberger Berman Group LLC

Neuberger Berman Group LLC trimmed its stake in TransUnion (NYSE:TRU) by 3.6% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 1,535,468 shares of the business services provider’s stock after selling 56,949 shares during the quarter. Neuberger Berman Group LLC’s holdings in TransUnion were worth $135,121,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Geneos Wealth Management Inc. grew its position in TransUnion by 1,318.2% in the 1st 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 during the last quarter. Generali Asset Management SPA SGR acquired a new position in shares of TransUnion during the second quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB grew its holdings in 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 TransUnion in the 2nd quarter valued at approximately $34,000. Finally, MAI Capital Management raised its stake in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after acquiring an additional 310 shares in the last quarter.

Analysts Set New Price Targets

A number of brokerages have recently commented on TRU. Needham & Company LLC reissued a “buy” rating and set a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. Stifel Nicolaus set a $103.00 target price on shares of TransUnion in a research note on Friday, October 24th. Robert W. Baird set a $125.00 price target on shares of TransUnion in a research note on Friday, October 24th. Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. Finally, JPMorgan Chase & Co. dropped their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a report on Friday, October 24th. Nine equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $104.08.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the completion of the sale, the insider directly owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. This represents a 1.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $81.07, for a total transaction of $40,535.00. Following the completion of the transaction, the insider directly owned 32,652 shares in the company, valued at approximately $2,647,097.64. This trade represents a 1.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,500 shares of company stock worth $288,235. Corporate insiders own 0.22% of the company’s stock.

TransUnion Stock Down 1.4%

NYSE TRU opened at $84.54 on Friday. TransUnion has a 12 month low of $66.38 and a 12 month high of $101.19. The company has a market capitalization of $16.42 billion, a P/E ratio of 39.50, a PEG ratio of 1.85 and a beta of 1.73. The company’s 50 day simple moving average is $81.50 and its 200 day simple moving average is $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.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.06. The company had revenue of $1.17 billion for 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%.The firm’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.04 earnings per share. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. Equities research analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

About TransUnion

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.