New York State Teachers Retirement System Takes $5.97 Million Position in TransUnion $TRU

New York State Teachers Retirement System purchased a new position in TransUnion (NYSE:TRU) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 71,217 shares of the business services provider’s stock, valued at approximately $5,967,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Forum Financial Management LP increased its holdings in TransUnion by 18.6% in the 3rd quarter. Forum Financial Management LP now owns 4,980 shares of the business services provider’s stock worth $417,000 after acquiring an additional 782 shares in the last quarter. Oregon Public Employees Retirement Fund acquired a new stake in TransUnion during the 3rd quarter worth $3,284,000. State of Alaska Department of Revenue purchased a new stake in shares of TransUnion during the third quarter worth $1,753,000. Benjamin Edwards Inc. raised its position in shares of TransUnion by 17.1% in the third quarter. Benjamin Edwards Inc. now owns 10,348 shares of the business services provider’s stock valued at $867,000 after buying an additional 1,512 shares during the last quarter. Finally, Lecap Asset Management Ltd. purchased a new position in shares of TransUnion in the third quarter worth about $697,000.

Insider Activity

In other news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total value of $371,348.00. Following the transaction, the executive vice president directly owned 50,427 shares in the company, valued at approximately $4,336,722. This represents a 7.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This trade represents a 1.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 8,318 shares of company stock valued at $704,958. Company insiders own 0.22% of the company’s stock.

TransUnion Price Performance

NYSE:TRU opened at $86.30 on Friday. TransUnion has a 52 week low of $66.38 and a 52 week high of $101.19. The stock’s fifty day moving average is $84.29 and its two-hundred day moving average is $86.40. The company has a market capitalization of $16.76 billion, a P/E ratio of 40.33, a P/E/G ratio of 1.61 and a beta of 1.72. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its quarterly earnings data 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. The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The company’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period last year, the company 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. Equities analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were paid 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 of this dividend was Friday, November 21st. TransUnion’s payout ratio is 21.50%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. BMO Capital Markets boosted 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. JPMorgan Chase & Co. reduced their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research report on Friday, October 24th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, October 8th. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a report on Wednesday, October 1st. Finally, Morgan Stanley lowered their price target on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 17th. Eight analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $101.08.

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.