Massachusetts Financial Services Co. MA Trims Holdings in TransUnion $TRU

Massachusetts Financial Services Co. MA lessened its stake in TransUnion (NYSE:TRU) by 19.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,275,380 shares of the business services provider’s stock after selling 4,445,484 shares during the period. Massachusetts Financial Services Co. MA owned about 0.09% of TransUnion worth $1,531,111,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in TRU. Geneos Wealth Management Inc. grew its holdings in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares in the last quarter. Generali Asset Management SPA SGR bought a new stake in TransUnion in the second quarter valued at about $30,000. MassMutual Private Wealth & Trust FSB raised its stake in TransUnion by 132.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after buying an additional 199 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in TransUnion during the 2nd quarter worth approximately $34,000. Finally, MAI Capital Management grew its position in shares of TransUnion by 333.3% in 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 in the last quarter.

TransUnion Trading Up 1.2%

Shares of NYSE:TRU opened at $86.30 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. The company’s 50-day moving average price is $84.29 and its 200 day moving average price is $86.38. The company has a market cap of $16.76 billion, a PE ratio of 40.33, a P/E/G ratio of 1.63 and a beta of 1.72. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $101.19.

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

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 8th. Stockholders 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 annualized dividend and a dividend yield of 0.5%. TransUnion’s dividend payout ratio is presently 21.50%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on TRU. UBS Group set a $90.00 price objective on TransUnion and gave the stock a “neutral” rating in a research note on Friday, October 24th. Stifel Nicolaus set a $103.00 price target on shares of TransUnion in a research report on Friday, October 24th. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 price objective on shares of TransUnion in a research report on Monday, October 20th. Oppenheimer began coverage on shares of TransUnion in a research note on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective on the stock. Finally, Morgan Stanley decreased their target price on TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Eight investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average target price of $101.08.

Insider Activity

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 8,318 shares of company stock valued at $704,958. Company insiders own 0.22% of the company’s stock.

TransUnion 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.