Marathon Asset Management Ltd Trims Position in TransUnion $TRU

Marathon Asset Management Ltd decreased its holdings in shares of TransUnion (NYSE:TRU) by 23.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 570,476 shares of the business services provider’s stock after selling 175,150 shares during the period. TransUnion accounts for about 1.8% of Marathon Asset Management Ltd’s investment portfolio, making the stock its 19th largest holding. Marathon Asset Management Ltd’s holdings in TransUnion were worth $47,795,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in TRU. Geneos Wealth Management Inc. lifted its position 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 buying an additional 290 shares during the period. Generali Asset Management SPA SGR purchased a new stake in TransUnion in the 2nd quarter valued at about $30,000. MassMutual Private Wealth & Trust FSB increased 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 valued at $31,000 after acquiring an additional 199 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new position in shares of TransUnion during the 2nd quarter worth about $34,000. Finally, MAI Capital Management lifted its holdings in shares of TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after acquiring an additional 310 shares during the period.

Insider Transactions at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $84.04, for a total value of $84,040.00. Following the completion of the sale, the insider owned 62,592 shares of the company’s stock, valued at $5,260,231.68. This trade represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of TransUnion stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the sale, the executive vice president owned 50,427 shares in the company, valued at $4,336,722. This represents a 7.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 7,818 shares of company stock valued at $659,583 over the last quarter. Company insiders own 0.25% of the company’s stock.

TransUnion Price Performance

TRU opened at $87.41 on Monday. TransUnion has a 52-week low of $66.38 and a 52-week high of $101.19. The company has a 50 day moving average of $83.09 and a two-hundred day moving average of $86.53. The company has a market cap of $16.98 billion, a P/E ratio of 40.85, a P/E/G ratio of 1.91 and a beta of 1.73. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, beating analysts’ consensus estimates of $1.04 by $0.06. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.04 EPS. 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, analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms recently issued reports on TRU. BMO Capital Markets boosted their target price on shares of TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a report on Friday, October 24th. 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 report on Friday, October 24th. Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a research note on Wednesday, October 1st. Robert W. Baird set a $125.00 target price on TransUnion in a research report on Friday, October 24th. Finally, Morgan Stanley reduced their target price on TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a report on Wednesday, December 17th. Nine equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $103.54.

About TransUnion

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.