Bank of Montreal Can Has $625,000 Stock Holdings in TransUnion $TRU

Bank of Montreal Can increased its holdings in TransUnion (NYSE:TRU) by 20.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,099 shares of the business services provider’s stock after purchasing an additional 1,184 shares during the period. Bank of Montreal Can’s holdings in TransUnion were worth $625,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. Generali Asset Management SPA SGR acquired a new position in shares of TransUnion during the second quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB raised its stake in TransUnion by 132.7% during 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. boosted its holdings 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 period. Finally, S Bank Fund Management Ltd bought a new position in shares of TransUnion during the 1st quarter worth about $44,000.

Wall Street Analyst Weigh In

TRU has been the subject of a number of recent research reports. Needham & Company LLC restated a “buy” rating and issued a $115.00 target price on shares of TransUnion in a research note on Monday, October 20th. BMO Capital Markets increased their price objective on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 3rd. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, October 8th. Finally, Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a research report on Wednesday, October 1st. Nine equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $104.08.

Insiders Place Their Bets

In other news, EVP Heather J. Russell sold 5,337 shares of the firm’s stock in a transaction that occurred 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 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 position. The sale 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 firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $80.47, for a total transaction of $80,470.00. Following the completion of the transaction, the insider directly owned 63,592 shares of the company’s stock, valued at approximately $5,117,248.24. This trade represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 9,337 shares of company stock valued at $818,810 in the last quarter. 0.25% of the stock is currently owned by insiders.

TransUnion Stock Performance

TRU stock opened at $81.00 on Monday. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10. The business’s 50-day moving average price is $83.23 and its two-hundred day moving average price is $87.07. TransUnion has a 1-year low of $66.38 and a 1-year high of $103.49. The firm has a market cap of $15.73 billion, a PE ratio of 37.85, a P/E/G ratio of 1.81 and a beta of 1.71.

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

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 8th. Investors of record on Friday, November 21st will be issued a dividend of $0.115 per share. The ex-dividend date is Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 21.50%.

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.