Assenagon Asset Management S.A. Has $893,000 Position in TransUnion $TRU

Assenagon Asset Management S.A. lessened its position in TransUnion (NYSE:TRU) by 84.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,655 shares of the business services provider’s stock after selling 58,724 shares during the period. Assenagon Asset Management S.A.’s holdings in TransUnion were worth $893,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of TRU. Aaron Wealth Advisors LLC bought a new position in TransUnion during the third quarter worth about $264,000. GAMMA Investing LLC lifted its position in shares of TransUnion by 14.0% in the third quarter. GAMMA Investing LLC now owns 2,159 shares of the business services provider’s stock valued at $181,000 after buying an additional 265 shares during the last quarter. Corient Private Wealth LLC boosted its stake in shares of TransUnion by 5.2% during the 2nd quarter. Corient Private Wealth LLC now owns 4,608 shares of the business services provider’s stock worth $406,000 after acquiring an additional 227 shares during the period. Caldwell Trust Co bought a new stake in TransUnion in the 2nd quarter valued at $176,000. Finally, Osaic Holdings Inc. lifted its holdings in TransUnion by 102.1% during the 2nd quarter. Osaic Holdings Inc. now owns 25,970 shares of the business services provider’s stock valued at $2,220,000 after purchasing an additional 13,123 shares during the last quarter.

Insider Buying and Selling at TransUnion

In related news, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the sale, the executive vice president directly owned 50,427 shares of the company’s stock, valued at $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total value of $84,040.00. Following the completion of the transaction, the insider owned 62,592 shares in the company, valued at approximately $5,260,231.68. This represents a 1.57% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 7,818 shares of company stock valued at $659,583. 0.22% of the stock is currently owned by corporate insiders.

TransUnion Stock Down 0.1%

TRU stock opened at $86.75 on Thursday. TransUnion has a 52 week low of $66.38 and a 52 week high of $101.19. The business has a 50-day simple moving average of $82.74 and a 200 day simple moving average of $86.55. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. The company has a market cap of $16.85 billion, a PE ratio of 40.54, a price-to-earnings-growth ratio of 1.90 and a beta of 1.73.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, beating the consensus estimate of $1.04 by $0.06. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period last year, the firm earned $1.04 EPS. The business’s quarterly revenue 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. Sell-side analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

Analyst Ratings Changes

Several research firms have commented on TRU. Oppenheimer initiated coverage on shares of TransUnion in a report on Monday, October 13th. They issued an “outperform” rating and a $93.00 price objective on the stock. Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. JPMorgan Chase & Co. lowered their price target on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a report on Friday, October 24th. UBS Group set a $90.00 price objective on shares of TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Finally, The Goldman Sachs Group boosted their price objective on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Nine equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average target price of $103.54.

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.