Daiwa Securities Group Inc. Grows Stock Holdings in TransUnion $TRU

Daiwa Securities Group Inc. boosted its stake in shares of TransUnion (NYSE:TRU) by 26.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 84,236 shares of the business services provider’s stock after buying an additional 17,603 shares during the quarter. Daiwa Securities Group Inc.’s holdings in TransUnion were worth $7,413,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of TRU. Wellington Management Group LLP boosted its stake in shares of TransUnion by 61.2% during 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 in the last quarter. Independent Franchise Partners LLP boosted its position in TransUnion by 119.5% during the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after purchasing an additional 2,530,335 shares in the last quarter. Norges Bank acquired a new stake in TransUnion in the second quarter valued at $150,333,000. William Blair Investment Management LLC increased its position in shares of TransUnion by 41.7% in the second quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock valued at $417,041,000 after buying an additional 1,394,813 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock worth $1,999,436,000 after buying an additional 1,046,391 shares during the last quarter.

Insider Activity

In other news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the completion of the transaction, the insider owned 62,592 shares of the company’s stock, valued at $5,260,231.68. This represents a 1.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $81.07, for a total transaction of $40,535.00. Following the transaction, the insider owned 32,652 shares in the company, valued at approximately $2,647,097.64. The trade was a 1.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,500 shares of company stock valued at $288,235 in the last 90 days. 0.22% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on TRU. Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a research note on Wednesday, October 1st. Stifel Nicolaus set a $103.00 price target on shares of TransUnion in a report on Friday, October 24th. BMO Capital Markets raised their price objective on shares of TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. UBS Group set a $90.00 target price on TransUnion and gave the company a “neutral” rating in a research note on Friday, October 24th. Finally, The Goldman Sachs Group raised their price target on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Nine 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 target price of $104.08.

TransUnion Stock Up 1.8%

Shares of NYSE TRU opened at $85.78 on Friday. The firm has a market cap of $16.66 billion, a P/E ratio of 40.08, a price-to-earnings-growth ratio of 1.84 and a beta of 1.73. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. TransUnion has a 1 year low of $66.38 and a 1 year high of $101.42. The firm’s 50 day moving average price is $81.36 and its 200 day moving average price is $86.51.

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

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were issued a $0.115 dividend. The ex-dividend date was Friday, November 21st. This represents a $0.46 annualized dividend and a yield of 0.5%. TransUnion’s payout ratio is 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.