TransUnion $TRU Shares Sold by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA reduced its position in shares of TransUnion (NYSE:TRU) by 19.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,275,380 shares of the business services provider’s stock after selling 4,445,484 shares during the period. Massachusetts Financial Services Co. MA owned 9.41% of TransUnion worth $1,531,111,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Independent Franchise Partners LLP raised its holdings in TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after acquiring an additional 2,530,335 shares during the last quarter. Norges Bank acquired a new position in TransUnion in the second quarter valued at $150,333,000. William Blair Investment Management LLC lifted its position in TransUnion by 41.7% during the second quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock worth $417,041,000 after buying an additional 1,394,813 shares during the period. Ninety One UK Ltd boosted its stake in TransUnion by 52.6% in the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after buying an additional 1,219,360 shares during the last quarter. Finally, Spear Holdings RSC Ltd purchased a new stake in TransUnion in the 2nd quarter valued at about $46,128,000.

TransUnion Stock Up 1.2%

Shares of TransUnion stock opened at $86.30 on Friday. TransUnion has a twelve month low of $66.38 and a twelve month high of $101.19. The stock has a market cap of $16.76 billion, a price-to-earnings ratio of 40.33, a price-to-earnings-growth ratio of 1.63 and a beta of 1.72. 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 company has a fifty day moving average price of $84.29 and a 200 day moving average price of $86.38.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the previous year, the firm posted $1.04 earnings per share. The firm’s quarterly revenue was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. Equities research analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were paid a dividend of $0.115 per share. The ex-dividend date was Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. TransUnion’s dividend payout ratio (DPR) is currently 21.50%.

Insider Transactions at TransUnion

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $42,855.00. Following the sale, the insider directly owned 32,225 shares in the company, valued at approximately $2,762,004.75. The trade was a 1.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 8,318 shares of company stock valued at $704,958. Corporate insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on TRU shares. UBS Group set a $90.00 price objective on shares of TransUnion and gave the stock a “neutral” rating in a report on Friday, October 24th. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 price target on shares of TransUnion in a research note on Monday, October 20th. BMO Capital Markets lifted their price target on shares of TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a report on Friday, October 24th. JPMorgan Chase & Co. dropped their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Finally, Stifel Nicolaus set a $103.00 target price on TransUnion in a report on Friday, October 24th. Eight analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average target price of $101.08.

TransUnion Company Profile

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.