39,200 Shares in TransUnion $TRU Purchased by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund purchased a new stake in TransUnion (NYSE:TRU) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 39,200 shares of the business services provider’s stock, valued at approximately $3,284,000.

Other large investors also recently made changes to their positions in the company. Geneos Wealth Management Inc. raised its holdings in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. Generali Asset Management SPA SGR bought a new stake in TransUnion during the second quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB grew its position in TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock worth $31,000 after buying an additional 199 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new position in shares of TransUnion in the second quarter valued at $34,000. Finally, MAI Capital Management lifted its position in shares of TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after acquiring an additional 310 shares during the last quarter.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the transaction, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the sale, the executive vice president owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,318 shares of company stock valued at $704,958 over the last three months. 0.25% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on TRU shares. BMO Capital Markets lifted their target price on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Seaport Res Ptn raised TransUnion to a “hold” rating in a research note on Wednesday, October 1st. Robert W. Baird set a $125.00 price objective on shares of TransUnion in a research note on Friday, October 24th. Oppenheimer began coverage on shares of TransUnion in a research report on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective on the stock. Finally, JPMorgan Chase & Co. reduced their price target on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. Nine equities research 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 data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average target price of $103.54.

TransUnion Stock Up 4.1%

Shares of TRU stock opened at $87.78 on Monday. TransUnion has a 12 month low of $66.38 and a 12 month high of $101.19. 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 firm has a market cap of $17.05 billion, a PE ratio of 41.02, a price-to-earnings-growth ratio of 1.65 and a beta of 1.72. The stock has a 50 day moving average of $83.78 and a 200-day moving average of $86.48.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the previous year, the firm posted $1.04 earnings per share. TransUnion’s 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. On average, equities analysts predict that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

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 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Friday, November 21st. TransUnion’s dividend payout ratio (DPR) is presently 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.