Securian Asset Management Inc. Acquires Shares of 14,589 TransUnion $TRU

Securian Asset Management Inc. bought a new position in shares of TransUnion (NYSE:TRU) during the third quarter, Holdings Channel reports. The firm bought 14,589 shares of the business services provider’s stock, valued at approximately $1,222,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Massachusetts Financial Services Co. MA increased its holdings in TransUnion by 4.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock worth $1,999,436,000 after buying an additional 1,046,391 shares during the last quarter. Vanguard Group Inc. boosted its stake in TransUnion by 1.5% in the second quarter. Vanguard Group Inc. now owns 18,539,805 shares of the business services provider’s stock valued at $1,631,503,000 after acquiring an additional 274,903 shares during the last quarter. William Blair Investment Management LLC grew its position in shares of TransUnion by 41.7% during the 2nd quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock valued at $417,041,000 after acquiring an additional 1,394,813 shares during the period. Independent Franchise Partners LLP increased its stake in shares of TransUnion by 119.5% during the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after purchasing an additional 2,530,335 shares during the last quarter. Finally, Ninety One UK Ltd increased its stake in shares of TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after purchasing an additional 1,219,360 shares during the last quarter.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. JPMorgan Chase & Co. dropped their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research note on Friday, October 24th. BMO Capital Markets boosted their target price on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. 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 research report on Friday, October 24th. Seaport Res Ptn raised TransUnion to a “hold” rating in a report on Wednesday, October 1st. Finally, Needham & Company LLC restated a “buy” rating and issued a $115.00 price objective on shares of TransUnion in a research note on Monday, October 20th. Nine investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $103.54.

TransUnion Trading Up 4.1%

NYSE:TRU opened at $87.78 on Friday. TransUnion has a 1 year low of $66.38 and a 1 year high of $101.19. The stock’s fifty day moving average price is $83.78 and its two-hundred day moving average price is $86.52. 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 company has a market cap of $17.05 billion, a P/E ratio of 41.02, a P/E/G ratio of 1.59 and a beta of 1.72.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period in the previous year, the company posted $1.04 EPS. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. As a group, analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were given a $0.115 dividend. 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 dividend payout ratio (DPR) is 21.50%.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction 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 transaction, the insider directly owned 62,592 shares of the company’s stock, valued at $5,260,231.68. This trade represents a 1.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $42,855.00. Following the transaction, the insider owned 32,225 shares of the company’s stock, valued at $2,762,004.75. This trade represents a 1.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 8,318 shares of company stock worth $704,958. 0.22% of the stock is owned by company insiders.

TransUnion Company Profile

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.