Massachusetts Financial Services Co. MA Boosts Stake in TransUnion $TRU

Massachusetts Financial Services Co. MA grew its stake in TransUnion (NYSE:TRU) by 4.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,720,864 shares of the business services provider’s stock after acquiring an additional 1,046,391 shares during the quarter. Massachusetts Financial Services Co. MA owned about 11.66% of TransUnion worth $1,999,436,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in TRU. Mutual of America Capital Management LLC grew its stake in TransUnion by 17.6% in the first quarter. Mutual of America Capital Management LLC now owns 8,139 shares of the business services provider’s stock valued at $675,000 after purchasing an additional 1,217 shares during the last quarter. Signaturefd LLC grew its position in shares of TransUnion by 33.0% in the 1st quarter. Signaturefd LLC now owns 943 shares of the business services provider’s stock worth $78,000 after buying an additional 234 shares during the last quarter. Larson Financial Group LLC raised its stake in shares of TransUnion by 68.2% during the 1st quarter. Larson Financial Group LLC now owns 7,078 shares of the business services provider’s stock worth $587,000 after acquiring an additional 2,869 shares in the last quarter. Diversify Advisory Services LLC purchased a new stake in TransUnion during the first quarter valued at approximately $463,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in TransUnion by 3.6% in the first quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 77,303 shares of the business services provider’s stock valued at $6,415,000 after acquiring an additional 2,718 shares in the last quarter.

TransUnion Stock Down 1.1%

TRU stock opened at $81.00 on Friday. The company has a market capitalization of $15.73 billion, a P/E ratio of 37.85, a price-to-earnings-growth ratio of 1.83 and a beta of 1.71. TransUnion has a 12 month low of $66.38 and a 12 month high of $103.49. The firm’s fifty day simple moving average is $83.23 and its 200-day simple moving average is $87.01. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.06. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter last year, the company posted $1.04 earnings per share. The firm’s revenue was up 7.8% compared to the same quarter last year. 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 forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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

Insider Buying and Selling

In other news, CAO Jennifer A. Williams sold 755 shares of TransUnion 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 completion of the transaction, the chief accounting officer directly owned 5,691 shares of the company’s stock, valued at $503,425.86. The trade was a 11.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $80.47, for a total transaction of $80,470.00. Following the completion of the transaction, the insider directly owned 63,592 shares of the company’s stock, valued at $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. Insiders have sold a total of 9,337 shares of company stock valued at $818,810 over the last ninety days. Company insiders own 0.22% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Oppenheimer started coverage on TransUnion in a report on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective for the company. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 3rd. BMO Capital Markets boosted their price target on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. JPMorgan Chase & Co. decreased their price objective on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. Finally, The Goldman Sachs Group boosted their target price on shares of TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Nine investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company 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.