CCLA Investment Management Increases Stock Position in TransUnion $TRU

CCLA Investment Management grew its holdings in shares of TransUnion (NYSE:TRU) by 2.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,688,354 shares of the business services provider’s stock after buying an additional 33,991 shares during the period. TransUnion accounts for approximately 2.3% of CCLA Investment Management’s holdings, making the stock its 19th biggest position. CCLA Investment Management owned 0.87% of TransUnion worth $141,467,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Assenagon Asset Management S.A. boosted its stake in TransUnion by 583.1% during the second quarter. Assenagon Asset Management S.A. now owns 69,379 shares of the business services provider’s stock worth $6,105,000 after acquiring an additional 59,222 shares in the last quarter. Nomura Asset Management Co. Ltd. increased its stake in shares of TransUnion by 9.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 60,290 shares of the business services provider’s stock valued at $5,306,000 after purchasing an additional 4,960 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of TransUnion by 4.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares during the last quarter. Threadgill Financial LLC bought a new stake in shares of TransUnion in the 3rd quarter worth approximately $3,351,000. Finally, Praxis Investment Management Inc. purchased a new stake in shares of TransUnion in the 2nd quarter worth approximately $379,000.

TransUnion Trading Up 1.1%

TransUnion stock opened at $87.15 on Monday. TransUnion has a one year low of $66.38 and a one year high of $101.19. The business’s fifty day moving average is $82.23 and its 200 day moving average is $86.53. The stock has a market capitalization of $16.92 billion, a PE ratio of 40.72, a price-to-earnings-growth ratio of 1.90 and a beta of 1.73. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last issued its 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. The business had revenue of $1.17 billion during 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%.TransUnion’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.04 EPS. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. On average, sell-side analysts predict that TransUnion will post 3.99 EPS for the current year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were given a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion’s payout ratio is 21.50%.

Wall Street Analyst Weigh In

TRU has been the subject of a number of recent research reports. BMO Capital Markets lifted their price objective on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Robert W. Baird set a $125.00 price target on TransUnion in a report on Friday, October 24th. UBS Group set a $90.00 price target on shares of TransUnion and gave the stock a “neutral” rating in a research note on Friday, October 24th. Morgan Stanley cut their price objective on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. Nine analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $103.54.

Insiders Place Their Bets

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the sale, the executive vice president directly owned 50,427 shares in the company, valued at $4,336,722. The trade was a 7.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $81.07, for a total transaction of $40,535.00. Following the completion of the transaction, the insider directly owned 32,652 shares in the company, valued at approximately $2,647,097.64. The trade was a 1.51% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 7,818 shares of company stock valued at $659,583. Company insiders own 0.25% of the company’s stock.

TransUnion Profile

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.