HB Wealth Management LLC Decreases Holdings in TransUnion $TRU

HB Wealth Management LLC trimmed its holdings in shares of TransUnion (NYSE:TRU) by 13.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,240 shares of the business services provider’s stock after selling 792 shares during the period. HB Wealth Management LLC’s holdings in TransUnion were worth $461,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Teacher Retirement System of Texas purchased a new position in TransUnion in the 1st quarter valued at about $2,364,000. Bank of New York Mellon Corp raised its stake in shares of TransUnion by 1.3% in the 1st quarter. Bank of New York Mellon Corp now owns 1,167,843 shares of the business services provider’s stock valued at $96,919,000 after purchasing an additional 15,030 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of TransUnion by 1.8% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 712,890 shares of the business services provider’s stock valued at $59,163,000 after purchasing an additional 12,372 shares in the last quarter. LPL Financial LLC raised its stake in shares of TransUnion by 7.1% in the 1st quarter. LPL Financial LLC now owns 58,161 shares of the business services provider’s stock valued at $4,827,000 after purchasing an additional 3,869 shares in the last quarter. Finally, Citigroup Inc. raised its stake in shares of TransUnion by 20.7% in the 1st quarter. Citigroup Inc. now owns 139,238 shares of the business services provider’s stock valued at $11,555,000 after purchasing an additional 23,915 shares in the last quarter.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the sale, the insider owned 64,592 shares in the company, valued at approximately $5,373,408.48. This trade represents a 1.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Jennifer A. Williams sold 755 shares of the firm’s stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the transaction, the chief accounting officer owned 5,691 shares in the company, valued at $503,425.86. This represents a 11.71% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 10,309 shares of company stock worth $919,839. 0.25% of the stock is owned by company insiders.

TransUnion Price Performance

TRU opened at $77.39 on Monday. The company’s 50-day moving average price is $89.21 and its 200 day moving average price is $86.61. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $113.17. The firm has a market cap of $15.08 billion, a price-to-earnings ratio of 38.70, a price-to-earnings-growth ratio of 2.17 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 quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, beating the consensus estimate of $0.99 by $0.09. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The company had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same quarter last year, the business earned $0.99 earnings per share. TransUnion’s revenue was up 9.5% compared to the same quarter last year. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. As a group, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were paid a $0.115 dividend. The ex-dividend date was Friday, August 22nd. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 23.00%.

Wall Street Analysts Forecast Growth

TRU has been the topic of a number of recent analyst reports. Needham & Company LLC upgraded shares of TransUnion from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research note on Wednesday, September 3rd. The Goldman Sachs Group cut their target price on shares of TransUnion from $96.00 to $83.00 and set a “neutral” rating on the stock in a research note on Thursday. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Wells Fargo & Company cut their target price on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a research note on Friday, July 25th. Finally, Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a research note on Wednesday, October 1st. Eleven 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $110.79.

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.