TransUnion $TRU Shares Sold by Marathon Asset Management Ltd

Marathon Asset Management Ltd lowered its position in TransUnion (NYSE:TRU) by 23.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 570,476 shares of the business services provider’s stock after selling 175,150 shares during the period. TransUnion comprises approximately 1.8% of Marathon Asset Management Ltd’s holdings, making the stock its 19th largest position. Marathon Asset Management Ltd owned about 0.29% of TransUnion worth $47,795,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Independent Franchise Partners LLP lifted its holdings in shares of TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after buying an additional 2,530,335 shares during the period. Norges Bank acquired a new stake in TransUnion in the second quarter valued at $150,333,000. William Blair Investment Management LLC boosted its position in shares of TransUnion by 41.7% during the 2nd quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock worth $417,041,000 after purchasing an additional 1,394,813 shares in the last quarter. Massachusetts Financial Services Co. MA grew its stake in shares of TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock worth $1,999,436,000 after purchasing an additional 1,046,391 shares during the period. Finally, Spear Holdings RSC Ltd purchased a new position in shares of TransUnion in the 2nd quarter valued at about $46,128,000.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on TRU shares. Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. JPMorgan Chase & Co. reduced their price target 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. UBS Group set a $90.00 price target on TransUnion and gave the stock a “neutral” rating in a report on Friday, October 24th. BMO Capital Markets raised their price objective on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $115.00 target price on shares of TransUnion in a research report on Monday, October 20th. Nine 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’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $103.54.

TransUnion Stock Up 0.8%

TRU stock opened at $87.41 on Monday. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. The company’s 50 day simple moving average is $83.09 and its 200-day simple moving average is $86.53. TransUnion has a 12 month low of $66.38 and a 12 month high of $101.19. The firm has a market capitalization of $16.98 billion, a PE ratio of 40.85, a P/E/G ratio of 1.91 and a beta of 1.73.

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 the consensus estimate of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same period in the previous year, the firm posted $1.04 EPS. The company’s quarterly 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 and its FY 2025 guidance at 4.190-4.250 EPS. Equities analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were given a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Friday, November 21st. TransUnion’s dividend payout ratio is currently 21.50%.

Insider Activity at TransUnion

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the sale, the executive vice president directly owned 50,427 shares of the company’s stock, valued at $4,336,722. This trade represents a 7.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $81.07, for a total transaction of $40,535.00. Following the sale, the insider owned 32,652 shares of the company’s stock, valued at approximately $2,647,097.64. This trade represents a 1.51% 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 7,818 shares of company stock valued at $659,583 over the last quarter. Insiders own 0.25% of the company’s stock.

About TransUnion

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.