Osaic Holdings Inc. Raises Position in TransUnion $TRU

Osaic Holdings Inc. boosted its position in TransUnion (NYSE:TRU) by 102.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,970 shares of the business services provider’s stock after purchasing an additional 13,123 shares during the period. Osaic Holdings Inc.’s holdings in TransUnion were worth $2,220,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. The Manufacturers Life Insurance Company raised its stake in shares of TransUnion by 60.2% in the first quarter. The Manufacturers Life Insurance Company now owns 563,739 shares of the business services provider’s stock valued at $46,785,000 after buying an additional 211,779 shares during the period. Vident Advisory LLC purchased a new stake in TransUnion in the 1st quarter worth about $286,000. Quarry LP raised its stake in TransUnion by 109.0% in the 1st quarter. Quarry LP now owns 1,300 shares of the business services provider’s stock valued at $108,000 after acquiring an additional 678 shares during the period. Armistice Capital LLC purchased a new stake in TransUnion during the first quarter valued at about $996,000. Finally, Northern Right Capital Management L.P. lifted its holdings in TransUnion by 155.8% during the first quarter. Northern Right Capital Management L.P. now owns 151,013 shares of the business services provider’s stock valued at $12,533,000 after purchasing an additional 91,979 shares during the last quarter.

Insider Buying and Selling at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $81.07, for a total transaction of $40,535.00. Following the completion of the sale, the insider directly owned 32,652 shares of the company’s stock, valued at approximately $2,647,097.64. The trade was a 1.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on 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 transaction, the executive vice president 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 7,818 shares of company stock worth $659,583 over the last three months. 0.22% of the stock is owned by insiders.

TransUnion Price Performance

NYSE:TRU opened at $87.41 on Friday. TransUnion has a 52-week low of $66.38 and a 52-week high of $101.19. The stock has a fifty day moving average of $83.09 and a 200 day moving average of $86.53. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a market capitalization of $16.98 billion, a price-to-earnings ratio of 40.85, a P/E/G ratio of 1.91 and a beta of 1.73.

TransUnion (NYSE:TRU) last announced 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 for 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%.The company’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the company 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, research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were paid 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 dividend payout ratio (DPR) is currently 21.50%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on TRU shares. Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. UBS Group set a $90.00 target price on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Robert W. Baird set a $125.00 price target on TransUnion in a research report on Friday, October 24th. Stifel Nicolaus set a $103.00 price objective on TransUnion in a report on Friday, October 24th. Finally, BMO Capital Markets raised their target price on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Nine 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 data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average target price of $103.54.

TransUnion Company 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.