Verdence Capital Advisors LLC Grows Holdings in TransUnion $TRU

Verdence Capital Advisors LLC grew its stake in TransUnion (NYSE:TRU) by 11.6% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 51,333 shares of the business services provider’s stock after acquiring an additional 5,318 shares during the period. Verdence Capital Advisors LLC’s holdings in TransUnion were worth $4,517,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Sequoia Financial Advisors LLC purchased a new stake in TransUnion during the 2nd quarter worth approximately $240,000. Johnson Investment Counsel Inc. purchased a new stake in TransUnion during the 2nd quarter worth approximately $218,000. Aberdeen Group plc increased its stake in TransUnion by 7.9% during the 2nd quarter. Aberdeen Group plc now owns 135,561 shares of the business services provider’s stock worth $11,929,000 after buying an additional 9,950 shares during the period. Blue Trust Inc. increased its stake in TransUnion by 27.2% during the 2nd quarter. Blue Trust Inc. now owns 1,492 shares of the business services provider’s stock worth $131,000 after buying an additional 319 shares during the period. Finally, Callan Family Office LLC purchased a new stake in TransUnion during the 2nd quarter worth approximately $308,000.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Oppenheimer upped their target price on shares of TransUnion from $100.00 to $108.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 8th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 3rd. Finally, Wells Fargo & Company lowered their price target on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a report on Friday, July 25th. Ten investment 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, the stock has an average rating of “Moderate Buy” and a consensus price target of $109.31.

TransUnion Trading Down 1.8%

NYSE TRU opened at $77.57 on Monday. The firm has a 50 day moving average of $87.37 and a two-hundred day moving average of $86.32. TransUnion has a 52 week low of $66.38 and a 52 week high of $113.17. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. The stock has a market capitalization of $15.11 billion, a PE ratio of 38.79, a price-to-earnings-growth ratio of 2.10 and a beta of 1.71.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.09. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The business had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.10 billion. During the same quarter in the prior year, the business posted $0.99 EPS. The company’s revenue for the quarter was up 9.5% on a year-over-year basis. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 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 announced a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Friday, August 22nd were issued a $0.115 dividend. The ex-dividend date was Friday, August 22nd. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is presently 23.00%.

Insider Activity

In other news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction on Monday, August 4th. The shares were sold at an average price of $92.89, for a total value of $90,289.08. Following the completion of the transaction, the chief accounting officer owned 7,108 shares in the company, valued at approximately $660,262.12. This represents a 12.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Heather J. Russell sold 5,337 shares of the company’s stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total transaction of $480,383.37. Following the completion of the transaction, the executive vice president owned 23,011 shares of the company’s stock, valued at approximately $2,071,220.11. The trade was a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 10,309 shares of company stock worth $919,839. Corporate insiders own 0.22% of the company’s stock.

TransUnion Company Profile

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.