Louisiana State Employees Retirement System Invests $4.54 Million in TransUnion $TRU

Louisiana State Employees Retirement System acquired a new stake in TransUnion (NYSE:TRU) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 54,200 shares of the business services provider’s stock, valued at approximately $4,541,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Penserra Capital Management LLC increased its holdings in TransUnion by 12.8% during the second quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock worth $92,000 after buying an additional 120 shares during the last quarter. DAVENPORT & Co LLC lifted its holdings in TransUnion by 0.4% during the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock valued at $2,779,000 after purchasing an additional 137 shares during the last quarter. Park Avenue Securities LLC boosted its holdings in shares of TransUnion by 2.2% during the 2nd 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 period. EverSource Wealth Advisors LLC boosted its stake in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the period. Finally, MassMutual Private Wealth & Trust FSB grew its stake in shares of TransUnion by 132.7% in 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.

Insider Activity

In related news, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the transaction, the executive vice president owned 50,427 shares in the company, valued at $4,336,722. This represents a 7.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $42,855.00. Following the completion of the transaction, the insider owned 32,225 shares in the company, valued at approximately $2,762,004.75. This trade represents a 1.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,318 shares of company stock valued at $704,958 in the last 90 days. 0.22% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. Seaport Res Ptn raised TransUnion to a “hold” rating in a report on Wednesday, October 1st. BMO Capital Markets lifted their target price on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Morgan Stanley cut their price target on TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a report on Wednesday, December 17th. Needham & Company LLC reiterated a “buy” rating and issued a $115.00 target price on shares of TransUnion in a report on Monday, October 20th. Finally, Oppenheimer assumed coverage on shares of TransUnion in a report on Monday, October 13th. They issued an “outperform” rating and a $93.00 price target on the stock. Nine investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $103.54.

TransUnion Trading Up 1.0%

NYSE TRU opened at $83.54 on Thursday. TransUnion has a twelve month low of $66.38 and a twelve month high of $101.19. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. The stock’s 50-day simple moving average is $83.55 and its two-hundred day simple moving average is $86.53. The company has a market capitalization of $16.22 billion, a price-to-earnings ratio of 39.04, a PEG ratio of 1.57 and a beta of 1.72.

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

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were given a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion’s dividend payout ratio is 21.50%.

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.