Triad Wealth Partners LLC Has $333,000 Holdings in TransUnion $TRU

Triad Wealth Partners LLC increased its stake in shares of TransUnion (NYSE:TRU) by 9.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,780 shares of the business services provider’s stock after acquiring an additional 329 shares during the period. Triad Wealth Partners LLC’s holdings in TransUnion were worth $333,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in TRU. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the period. MassMutual Private Wealth & Trust FSB grew its holdings in shares of TransUnion by 132.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock worth $31,000 after buying an additional 199 shares in the last quarter. Fifth Third Bancorp raised its position in TransUnion by 105.3% in the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock valued at $35,000 after buying an additional 217 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its stake in TransUnion by 301.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock valued at $36,000 after acquiring an additional 310 shares in the last quarter. Finally, S Bank Fund Management Ltd bought a new position in shares of TransUnion during the 1st quarter worth approximately $44,000.

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer owned 7,108 shares in the company, valued at approximately $660,262.12. This represents a 12.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction dated Friday, September 5th. The shares were sold at an average price of $90.01, for a total transaction of $480,383.37. Following the completion of the transaction, the executive vice president directly owned 23,011 shares in the company, valued at approximately $2,071,220.11. This represents a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 10,309 shares of company stock worth $919,839 over the last ninety days. Insiders own 0.22% of the company’s stock.

TransUnion Trading Up 5.3%

Shares of NYSE:TRU opened at $77.39 on Friday. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. The company has a market capitalization of $15.08 billion, a P/E ratio of 38.70, a price-to-earnings-growth ratio of 2.06 and a beta of 1.71. The company has a 50-day simple moving average of $89.21 and a 200 day simple moving average of $86.59.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same quarter in the prior year, the company earned $0.99 earnings per share. The business’s revenue for the quarter was up 9.5% compared to the same quarter last year. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. Sell-side analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s payout ratio is 23.00%.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of research reports. UBS Group reissued a “neutral” rating and issued a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Wells Fargo & Company cut their price target on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a research report on Friday, July 25th. The Goldman Sachs Group decreased their price objective on TransUnion from $96.00 to $83.00 and set a “neutral” rating for the company in a report on Thursday. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a report on Wednesday. Finally, BMO Capital Markets increased their price target on TransUnion from $115.00 to $118.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Eleven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, TransUnion has a consensus rating of “Moderate Buy” and an average target price of $110.79.

TransUnion 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.