Signaturefd LLC Cuts Stock Holdings in TransUnion $TRU

Signaturefd LLC lowered its stake in TransUnion (NYSE:TRU) by 19.2% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 762 shares of the business services provider’s stock after selling 181 shares during the quarter. Signaturefd LLC’s holdings in TransUnion were worth $67,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Massachusetts Financial Services Co. MA increased its holdings in shares of TransUnion by 10.9% in the first quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider’s stock worth $1,798,765,000 after purchasing an additional 2,134,342 shares during the last quarter. Vanguard Group Inc. grew its holdings in TransUnion by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 18,264,902 shares of the business services provider’s stock valued at $1,515,804,000 after buying an additional 198,245 shares in the last quarter. Wellington Management Group LLP increased its stake in TransUnion by 61.2% in the 1st quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider’s stock worth $902,761,000 after acquiring an additional 4,128,104 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its holdings in shares of TransUnion by 0.9% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 3,411,925 shares of the business services provider’s stock worth $283,156,000 after acquiring an additional 28,996 shares in the last quarter. Finally, Victory Capital Management Inc. raised its holdings in shares of TransUnion by 15.3% during the 1st quarter. Victory Capital Management Inc. now owns 3,146,693 shares of the business services provider’s stock worth $261,144,000 after acquiring an additional 418,693 shares in the last quarter.

TransUnion Trading Up 5.3%

Shares of TRU opened at $77.39 on Monday. The firm has a market capitalization of $15.08 billion, a price-to-earnings ratio of 38.70, a PEG ratio of 2.17 and a beta of 1.71. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17. The company has a 50-day moving average of $89.21 and a 200 day moving average of $86.61.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS 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 for the quarter, compared to analyst estimates of $1.10 billion. During the same period last year, the company posted $0.99 earnings per share. The company’s quarterly 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. On average, research analysts expect 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. Shareholders of record on Friday, August 22nd were given a dividend of $0.115 per share. The ex-dividend date of this dividend was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. TransUnion’s payout ratio is 23.00%.

Insiders Place Their Bets

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

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TRU. The Goldman Sachs Group reduced their price target on shares of TransUnion from $96.00 to $83.00 and set a “neutral” rating on the stock in a research report on Thursday. 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 report on Wednesday, September 3rd. Wells Fargo & Company lowered their price target on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a report on Friday, July 25th. Oppenheimer boosted their price objective on TransUnion from $100.00 to $108.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 8th. Finally, UBS Group restated a “neutral” rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Eleven 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. Based on data from MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and an average target price of $110.79.

TransUnion 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.