Copeland Capital Management LLC Has $23.21 Million Stock Position in TransUnion $TRU

Copeland Capital Management LLC lowered its stake in TransUnion (NYSE:TRU) by 4.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 277,003 shares of the business services provider’s stock after selling 12,346 shares during the quarter. Copeland Capital Management LLC owned approximately 0.14% of TransUnion worth $23,207,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. The Manufacturers Life Insurance Company raised its holdings in shares of TransUnion by 60.2% during 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 acquiring an additional 211,779 shares during the period. Vident Advisory LLC purchased a new position in TransUnion during the 1st quarter worth approximately $286,000. Quarry LP raised its stake in TransUnion by 109.0% during the 1st quarter. Quarry LP now owns 1,300 shares of the business services provider’s stock valued at $108,000 after purchasing an additional 678 shares during the period. Armistice Capital LLC acquired a new stake in TransUnion during the 1st quarter valued at $996,000. Finally, Royal Bank of Canada lifted its holdings in shares of TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after purchasing an additional 34,867 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. BMO Capital Markets upped 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. The Goldman Sachs Group lifted their target price on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. UBS Group set a $90.00 price objective on shares of TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. Finally, Stifel Nicolaus set a $103.00 price objective on shares of TransUnion in a research note on Friday, October 24th. Nine research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $103.54.

Insider Transactions at TransUnion

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 50,427 shares in the company, valued at $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The sale 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 TransUnion stock in a transaction that occurred on 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 directly 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 sold 7,818 shares of company stock worth $659,583. 0.25% of the stock is owned by corporate insiders.

TransUnion Price Performance

Shares of TRU opened at $87.53 on Tuesday. 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 cap of $17.00 billion, a PE ratio of 40.90, a PEG ratio of 1.91 and a beta of 1.73. The firm’s 50 day moving average price is $83.24 and its 200 day moving average price is $86.54. TransUnion has a twelve month low of $66.38 and a twelve month high of $101.19.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, topping 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 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 business posted $1.04 EPS. TransUnion’s quarterly revenue was up 7.8% on a year-over-year basis. 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, research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

About TransUnion

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.