Generali Asset Management SPA SGR Purchases 13,612 Shares of TransUnion $TRU

Generali Asset Management SPA SGR lifted its holdings in TransUnion (NYSE:TRU) by 3,991.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,953 shares of the business services provider’s stock after purchasing an additional 13,612 shares during the period. Generali Asset Management SPA SGR’s holdings in TransUnion were worth $1,169,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in TRU. Geneos Wealth Management Inc. grew its holdings in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its position in shares of TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 199 shares during the period. Elevation Point Wealth Partners LLC acquired a new stake in shares of TransUnion in the second quarter worth $34,000. MAI Capital Management grew its stake in shares of TransUnion by 333.3% in the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after acquiring an additional 310 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. increased its position in TransUnion by 301.0% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock worth $36,000 after acquiring an additional 310 shares during the period.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Monday, December 1st. The stock was 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 of the company’s stock, valued at approximately $5,260,231.68. This trade represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Todd C. Skinner sold 500 shares of the business’s 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 owned 32,652 shares in the company, valued at $2,647,097.64. This represents a 1.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,818 shares of company stock worth $576,393 over the last three months. 0.25% of the stock is currently owned by corporate insiders.

TransUnion Stock Performance

NYSE:TRU opened at $83.36 on Monday. The firm has a market capitalization of $16.19 billion, a PE ratio of 38.95, a price-to-earnings-growth ratio of 1.58 and a beta of 1.72. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $66.38 and a 12-month high of $101.19. The firm has a 50-day moving average price of $83.46 and a 200 day moving average price of $86.55.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, beating 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 the consensus estimate of $1.13 billion. During the same period in the previous year, the business earned $1.04 earnings per share. The company’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. Research analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently disclosed 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. This represents a $0.46 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, November 21st. TransUnion’s dividend payout ratio is currently 21.50%.

Analysts Set New Price Targets

TRU has been the subject of a number of research reports. Robert W. Baird set a $125.00 price target on shares of TransUnion in a report on Friday, October 24th. BMO Capital Markets increased their target price on shares of TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Needham & Company LLC restated a “buy” rating and set a $115.00 price target on shares of TransUnion in a research note on Monday, October 20th. Stifel Nicolaus set a $103.00 price target on TransUnion in a report on Friday, October 24th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a report on Wednesday, October 8th. Nine investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and an average price target 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.