DekaBank Deutsche Girozentrale Boosts Stake in TransUnion $TRU

DekaBank Deutsche Girozentrale raised its position in TransUnion (NYSE:TRU) by 0.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,891 shares of the business services provider’s stock after purchasing an additional 234 shares during the quarter. DekaBank Deutsche Girozentrale’s holdings in TransUnion were worth $5,637,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TRU. Asset Management One Co. Ltd. increased its position in shares of TransUnion by 6.2% during the first quarter. Asset Management One Co. Ltd. now owns 72,428 shares of the business services provider’s stock worth $6,011,000 after acquiring an additional 4,218 shares during the period. Robeco Institutional Asset Management B.V. increased its position in shares of TransUnion by 38.6% during the first quarter. Robeco Institutional Asset Management B.V. now owns 287,000 shares of the business services provider’s stock worth $23,818,000 after acquiring an additional 79,907 shares during the period. Allspring Global Investments Holdings LLC increased its position in shares of TransUnion by 9.8% during the first quarter. Allspring Global Investments Holdings LLC now owns 442,009 shares of the business services provider’s stock worth $37,067,000 after acquiring an additional 39,481 shares during the period. Marathon Asset Management Ltd increased its position in shares of TransUnion by 7.4% during the first quarter. Marathon Asset Management Ltd now owns 702,831 shares of the business services provider’s stock worth $58,324,000 after acquiring an additional 48,347 shares during the period. Finally, Amalgamated Bank increased its position in shares of TransUnion by 3.7% during the first quarter. Amalgamated Bank now owns 10,488 shares of the business services provider’s stock worth $870,000 after acquiring an additional 373 shares during the period.

Wall Street Analyst Weigh In

TRU has been the topic of a number of recent research reports. The Goldman Sachs Group increased their price objective on shares of TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a research note on Friday. BMO Capital Markets increased their price objective on shares of TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday. Oppenheimer initiated coverage on shares of TransUnion in a research note on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective on the stock. JPMorgan Chase & Co. dropped their price objective on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, Needham & Company LLC reiterated a “buy” rating and set a $115.00 price objective on shares of TransUnion in a research note on Monday. Nine investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and an average price target of $104.08.

TransUnion Trading Up 2.7%

Shares of TransUnion stock opened at $85.77 on Friday. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. The firm has a fifty day moving average price of $85.40 and a 200 day moving average price of $86.38. TransUnion has a 1 year low of $66.38 and a 1 year high of $108.12. The stock has a market cap of $16.71 billion, a PE ratio of 40.08, a price-to-earnings-growth ratio of 2.22 and a beta of 1.71.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (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 16.14%. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter last year, the company posted $1.04 earnings per share. The firm’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. FY 2025 guidance at 4.190-4.250 EPS. Equities research analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were issued a $0.115 dividend. The ex-dividend date of this dividend was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a yield of 0.5%. TransUnion’s payout ratio is presently 21.50%.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total transaction of $83,190.00. Following the completion of the transaction, the insider directly owned 64,592 shares of the company’s stock, valued at $5,373,408.48. The trade was a 1.52% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 10,309 shares of company stock valued at $919,839. Corporate insiders own 0.22% of the company’s stock.

About TransUnion

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.