TransUnion $TRU Shares Sold by Mirabaud Asset Management Ltd

Mirabaud Asset Management Ltd trimmed its position in TransUnion (NYSE:TRU) by 20.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,463 shares of the business services provider’s stock after selling 13,431 shares during the quarter. TransUnion makes up approximately 2.1% of Mirabaud Asset Management Ltd’s holdings, making the stock its 18th largest position. Mirabaud Asset Management Ltd’s holdings in TransUnion were worth $4,491,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in TransUnion by 10.7% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 167,467 shares of the business services provider’s stock worth $14,737,000 after purchasing an additional 16,134 shares during the period. Aviva PLC lifted its position in shares of TransUnion by 6.2% in the 2nd quarter. Aviva PLC now owns 146,228 shares of the business services provider’s stock worth $12,868,000 after buying an additional 8,550 shares during the last quarter. Fox Run Management L.L.C. bought a new position in shares of TransUnion in the 2nd quarter worth about $1,539,000. Penserra Capital Management LLC boosted its holdings in shares of TransUnion by 12.8% in the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after buying an additional 120 shares during the period. Finally, Zevin Asset Management LLC grew its position in shares of TransUnion by 1.7% during the 2nd quarter. Zevin Asset Management LLC now owns 110,060 shares of the business services provider’s stock valued at $9,685,000 after buying an additional 1,804 shares during the last quarter.

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 755 shares of the firm’s stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the transaction, the chief accounting officer owned 5,691 shares in the company, valued at $503,425.86. This trade represents a 11.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $80.47, for a total value of $80,470.00. Following the sale, the insider directly owned 63,592 shares in the company, valued at approximately $5,117,248.24. The trade was a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 9,337 shares of company stock valued at $818,810. Company insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on TRU shares. Stifel Nicolaus set a $103.00 target price on shares of TransUnion in a report on Friday, October 24th. JPMorgan Chase & Co. lowered their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Robert W. Baird set a $125.00 price target on TransUnion in a report on Friday, October 24th. UBS Group set a $90.00 price objective on TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. Finally, The Goldman Sachs Group upped their price objective on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. Nine investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.08.

TransUnion Stock Performance

TRU opened at $80.44 on Friday. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10. The business’s 50 day moving average is $83.86 and its 200-day moving average is $87.02. The stock has a market cap of $15.62 billion, a PE ratio of 37.59, a price-to-earnings-growth ratio of 1.80 and a beta of 1.71. TransUnion has a twelve month low of $66.38 and a twelve month high of $108.12.

TransUnion (NYSE:TRU) last announced its quarterly 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. The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The firm’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.04 EPS. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. On average, analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 8th. Shareholders of record on Friday, November 21st will be paid a dividend of $0.115 per share. The ex-dividend date of this dividend is Friday, November 21st. This represents a $0.46 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 21.50%.

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.