Osaic Holdings Inc. Increases Holdings in TransUnion $TRU

Osaic Holdings Inc. increased its position in TransUnion (NYSE:TRU) by 102.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 25,970 shares of the business services provider’s stock after buying an additional 13,123 shares during the quarter. Osaic Holdings Inc.’s holdings in TransUnion were worth $2,220,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. The Manufacturers Life Insurance Company lifted its holdings in shares of TransUnion by 60.2% in the 1st quarter. The Manufacturers Life Insurance Company now owns 563,739 shares of the business services provider’s stock worth $46,785,000 after acquiring an additional 211,779 shares during the last quarter. Vident Advisory LLC purchased a new position in TransUnion in the 1st quarter worth $286,000. Quarry LP raised its position in TransUnion by 109.0% in the 1st quarter. Quarry LP now owns 1,300 shares of the business services provider’s stock worth $108,000 after purchasing an additional 678 shares during the period. Armistice Capital LLC bought a new stake in TransUnion in the first quarter worth $996,000. Finally, Northern Right Capital Management L.P. boosted its position in TransUnion by 155.8% during the first quarter. Northern Right Capital Management L.P. now owns 151,013 shares of the business services provider’s stock valued at $12,533,000 after buying an additional 91,979 shares during the period.

TransUnion Price Performance

Shares of TRU stock opened at $87.41 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $101.19. The firm has a market cap of $16.98 billion, a P/E ratio of 40.85, a P/E/G ratio of 1.91 and a beta of 1.73. The business’s 50 day moving average price is $83.09 and its 200-day moving average price is $86.53.

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

TransUnion Announces Dividend

The business also recently declared 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. The ex-dividend date was Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion’s payout ratio is currently 21.50%.

Analysts Set New Price Targets

Several research firms have recently commented on TRU. Morgan Stanley decreased their price objective 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 reaffirmed a “buy” rating and issued a $115.00 price target on shares of TransUnion in a research note on Monday, October 20th. Stifel Nicolaus set a $103.00 price objective on TransUnion in a research note on Friday, October 24th. BMO Capital Markets raised their target price on shares of TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, October 8th. Nine 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. Based on data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $103.54.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $81.07, for a total transaction of $40,535.00. Following the transaction, the insider owned 32,652 shares in the company, valued at approximately $2,647,097.64. This represents a 1.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 7,818 shares of company stock valued at $659,583 over the last three months. Corporate insiders own 0.22% of the company’s stock.

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.