GAMMA Investing LLC Has $167,000 Stock Holdings in TransUnion $TRU

GAMMA Investing LLC increased its position in shares of TransUnion (NYSE:TRU) by 110.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,894 shares of the business services provider’s stock after acquiring an additional 992 shares during the period. GAMMA Investing LLC’s holdings in TransUnion were worth $167,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Geneos Wealth Management Inc. boosted its position in shares of 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. MassMutual Private Wealth & Trust FSB lifted its stake 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 valued at $31,000 after purchasing an additional 199 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its stake in TransUnion by 301.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 310 shares during the last quarter. Fifth Third Bancorp lifted its stake in TransUnion by 105.3% in the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 217 shares during the last quarter. Finally, S Bank Fund Management Ltd bought a new position in TransUnion in the 1st quarter valued at approximately $44,000.

Analysts Set New Price Targets

Several equities analysts recently commented on TRU shares. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Wells Fargo & Company dropped their price objective on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a research note on Friday, July 25th. BMO Capital Markets increased their price objective on shares of TransUnion from $115.00 to $118.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. UBS Group reissued a “neutral” rating and issued a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Finally, Needham & Company LLC raised shares of TransUnion from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research note on Wednesday, September 3rd. Eleven equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.64.

Insider Buying and Selling

In related news, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total transaction of $480,383.37. Following the completion of the transaction, the executive vice president owned 23,011 shares of the company’s stock, valued at $2,071,220.11. This trade represents a 18.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Jennifer A. Williams sold 972 shares of the firm’s stock in a transaction on Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the sale, the chief accounting officer owned 7,108 shares of the company’s stock, valued at $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 9,309 shares of company stock valued at $836,649 over the last quarter. Insiders own 0.25% of the company’s stock.

TransUnion Price Performance

Shares of NYSE TRU opened at $85.20 on Tuesday. TransUnion has a twelve month low of $66.38 and a twelve month high of $113.17. The firm has a fifty day simple moving average of $90.56 and a 200 day simple moving average of $86.77. The company has a market capitalization of $16.60 billion, a PE ratio of 42.60, a P/E/G ratio of 2.39 and a beta of 1.71. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.09. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The business had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. During the same quarter last year, the firm earned $0.99 earnings per share. TransUnion’s quarterly revenue was up 9.5% on a year-over-year basis. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. On average, sell-side analysts forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Friday, August 22nd were paid a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s dividend payout ratio (DPR) is currently 23.00%.

TransUnion Company 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.