Cetera Investment Advisers Raises Stake in TransUnion $TRU

Cetera Investment Advisers boosted its stake in TransUnion (NYSE:TRU) by 2.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,985 shares of the business services provider’s stock after purchasing an additional 665 shares during the quarter. Cetera Investment Advisers’ holdings in TransUnion were worth $2,111,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Geneos Wealth Management Inc. grew its stake in TransUnion by 1,318.2% during the first 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 bought a new position in TransUnion in the 2nd quarter valued at $30,000. MassMutual Private Wealth & Trust FSB grew its position in shares of 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 in the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its position in shares of TransUnion by 301.0% during 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 in the last quarter. Finally, S Bank Fund Management Ltd bought a new position in shares of TransUnion in the first quarter worth $44,000.

TransUnion Price Performance

Shares of TransUnion stock opened at $85.05 on Friday. The firm has a market capitalization of $16.52 billion, a PE ratio of 39.74, a price-to-earnings-growth ratio of 1.86 and a beta of 1.71. The company has a current ratio of 2.01, a quick 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 $101.80. The business’s 50-day moving average price is $81.47 and its 200-day moving average price is $86.80.

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

TransUnion Dividend Announcement

The firm also recently announced 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 of this dividend is Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion’s dividend payout ratio (DPR) is currently 21.50%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on TRU shares. JPMorgan Chase & Co. dropped their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research note on Friday, October 24th. BMO Capital Markets lifted their price target on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research report on Friday, October 24th. Robert W. Baird set a $125.00 price objective on TransUnion in a report on Friday, October 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. Finally, Oppenheimer started coverage on shares of TransUnion in a research report on Monday, October 13th. They set an “outperform” rating and a $93.00 target price for the company. Nine research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $104.08.

Insiders Place Their Bets

In other TransUnion news, EVP Heather J. Russell sold 5,337 shares of the business’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 23,011 shares of the company’s stock, valued at $2,071,220.11. The trade was a 18.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $80.47, for a total value of $80,470.00. Following the transaction, the insider directly owned 63,592 shares in the company, valued at $5,117,248.24. This trade represents a 1.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 8,337 shares of company stock worth $730,163. 0.22% 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.