Koss Olinger Consulting LLC Makes New Investment in TransUnion $TRU

Koss Olinger Consulting LLC bought a new position in shares of TransUnion (NYSE:TRU) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,154 shares of the business services provider’s stock, valued at approximately $278,000.

Several other hedge funds also recently bought and sold shares of TRU. Allspring Global Investments Holdings LLC boosted its stake in 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 buying an additional 39,481 shares during the period. Amalgamated Bank boosted its stake in 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 buying an additional 373 shares during the period. Rovin Capital UT ADV boosted its stake in TransUnion by 3.2% during the first quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider’s stock worth $517,000 after buying an additional 195 shares during the period. Summit Trail Advisors LLC boosted its stake in TransUnion by 14.6% during the first quarter. Summit Trail Advisors LLC now owns 3,270 shares of the business services provider’s stock worth $271,000 after buying an additional 417 shares during the period. Finally, DAVENPORT & Co LLC boosted its stake in shares of TransUnion by 4.7% in the first quarter. DAVENPORT & Co LLC now owns 31,953 shares of the business services provider’s stock valued at $2,634,000 after purchasing an additional 1,440 shares during the period.

TransUnion Stock Down 0.4%

Shares of NYSE:TRU opened at $85.30 on Tuesday. The firm’s 50 day moving average price is $85.34 and its 200 day moving average price is $86.57. The stock has a market cap of $16.62 billion, a price-to-earnings ratio of 39.86, a price-to-earnings-growth ratio of 2.28 and a beta of 1.71. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $108.12. 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 (NYSE:TRU) last issued its earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. The firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The firm’s revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.04 earnings per share. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. As a group, equities research analysts predict 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, September 8th. Shareholders of record on Friday, August 22nd were issued a dividend of $0.115 per share. 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 dividend payout ratio (DPR) is presently 21.50%.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred 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 sale, the insider owned 64,592 shares of the company’s stock, valued at approximately $5,373,408.48. This trade represents a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Heather J. Russell sold 5,337 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the sale, the executive vice president directly owned 23,011 shares in the company, 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. Over the last quarter, insiders have sold 10,309 shares of company stock valued at $919,839. 0.22% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on TRU. Robert W. Baird set a $125.00 price objective on shares of TransUnion in a research note on Friday. BMO Capital Markets raised 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. Wells Fargo & Company lowered their price objective on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a research note on Friday, July 25th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. Finally, UBS Group set a $90.00 price objective on shares of TransUnion and gave the company a “neutral” rating in a research note on Friday. Nine research 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, TransUnion has an average rating of “Moderate Buy” and a consensus price target of $104.08.

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.