TransUnion $TRU Shares Bought by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. increased its holdings in shares of TransUnion (NYSE:TRU) by 2.6% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 74,313 shares of the business services provider’s stock after purchasing an additional 1,885 shares during the quarter. Asset Management One Co. Ltd.’s holdings in TransUnion were worth $6,540,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of TRU. Geneos Wealth Management Inc. boosted its stake 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 valued at $26,000 after buying an additional 290 shares during the last quarter. Generali Asset Management SPA SGR bought a new stake in TransUnion in the second quarter valued at $30,000. MassMutual Private Wealth & Trust FSB lifted its stake in TransUnion by 132.7% in 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 during the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its stake in shares of TransUnion by 301.0% during the second 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 in the last quarter. Finally, S Bank Fund Management Ltd bought a new stake in shares of TransUnion during the first quarter valued at about $44,000.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on TRU shares. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 target price on shares of TransUnion in a report on Monday, October 20th. Oppenheimer began coverage on TransUnion in a research report on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective for the company. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 3rd. The Goldman Sachs Group lifted their price target on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday. Finally, JPMorgan Chase & Co. cut 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. Nine research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and a consensus target price of $104.08.

TransUnion Stock Down 2.8%

Shares of NYSE TRU opened at $82.94 on Wednesday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $66.38 and a 12-month high of $108.12. The company has a market cap of $16.11 billion, a price-to-earnings ratio of 38.76, a price-to-earnings-growth ratio of 1.90 and a beta of 1.71. The firm’s 50-day simple moving average is $85.23 and its 200 day simple moving average is $86.65.

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

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, August 22nd. TransUnion’s dividend payout ratio is 21.50%.

Insider Buying and Selling

In related news, 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 completion of the transaction, the insider directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the transaction, the executive vice president directly 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 10,309 shares of company stock worth $919,839. 0.25% of the stock is owned by corporate insiders.

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.