TransUnion $TRU Shares Acquired by Voya Investment Management LLC

Voya Investment Management LLC grew its holdings in TransUnion (NYSE:TRU) by 59.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 56,654 shares of the business services provider’s stock after acquiring an additional 21,034 shares during the period. Voya Investment Management LLC’s holdings in TransUnion were worth $4,746,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in TRU. Penserra Capital Management LLC grew its position in TransUnion by 12.8% during the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock worth $92,000 after purchasing an additional 120 shares during the period. Park Avenue Securities LLC boosted its stake in shares of TransUnion by 2.2% in the second quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider’s stock worth $633,000 after buying an additional 155 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings in TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after acquiring an additional 197 shares during the period. MassMutual Private Wealth & Trust FSB raised its position in TransUnion by 132.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 199 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in TransUnion by 5.2% in the second quarter. Corient Private Wealth LLC now owns 4,608 shares of the business services provider’s stock valued at $406,000 after acquiring an additional 227 shares during the period.

TransUnion Trading Down 0.1%

TRU stock opened at $86.75 on Friday. The business’s 50-day moving average is $82.91 and its 200 day moving average is $86.55. TransUnion has a 12-month low of $66.38 and a 12-month high of $101.19. The stock has a market cap of $16.85 billion, a price-to-earnings ratio of 40.54, a PEG ratio of 1.89 and a beta of 1.73. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued 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. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period in the previous year, the company posted $1.04 earnings per share. The business’s 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. On average, sell-side analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

Analyst Ratings Changes

TRU has been the subject of several recent research reports. Robert W. Baird set a $125.00 target price on shares of TransUnion in a report on Friday, October 24th. JPMorgan Chase & Co. cut their price objective on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Stifel Nicolaus set a $103.00 target price on TransUnion in a research report on Friday, October 24th. The Goldman Sachs Group upped their price target on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Finally, BMO Capital Markets raised their price objective on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Nine analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, TransUnion has an average rating of “Moderate Buy” and a consensus price target of $103.54.

Insider Transactions at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $81.07, for a total value of $40,535.00. Following the transaction, the insider directly owned 32,652 shares of the company’s stock, valued at approximately $2,647,097.64. This trade represents a 1.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the sale, the insider directly owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. This represents a 1.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 7,818 shares of company stock valued at $659,583. Corporate insiders own 0.22% of the company’s stock.

TransUnion 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.