Copeland Capital Management LLC Has $23.21 Million Position in TransUnion $TRU

Copeland Capital Management LLC cut its holdings in TransUnion (NYSE:TRU) by 4.3% during the third quarter, HoldingsChannel reports. The firm owned 277,003 shares of the business services provider’s stock after selling 12,346 shares during the period. Copeland Capital Management LLC’s holdings in TransUnion were worth $23,207,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its position in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. Generali Asset Management SPA SGR acquired a new stake in shares of TransUnion in the second quarter worth $30,000. 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 worth $31,000 after acquiring an additional 199 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new position in TransUnion during the second quarter worth $34,000. Finally, MAI Capital Management raised its stake in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 310 shares during the last quarter.

Analysts Set New Price Targets

TRU has been the topic of several research analyst reports. JPMorgan Chase & Co. decreased their price target on shares of 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 reissued a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. Robert W. Baird set a $125.00 price target on TransUnion in a report on Friday, October 24th. Stifel Nicolaus set a $103.00 price objective on TransUnion in a research report on Friday, October 24th. Finally, Seaport Res Ptn upgraded TransUnion to a “hold” rating in a research report on Wednesday, October 1st. Nine 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. Based on data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average target price of $103.54.

Insider Transactions at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $81.07, for a total value of $40,535.00. Following the transaction, the insider directly owned 32,652 shares in the company, valued at $2,647,097.64. The trade was a 1.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $84.04, for a total transaction of $84,040.00. Following the sale, the insider directly owned 62,592 shares in the company, valued at $5,260,231.68. This represents a 1.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 7,818 shares of company stock valued at $659,583. 0.25% of the stock is owned by insiders.

TransUnion Stock Up 0.2%

Shares of TRU opened at $87.53 on Tuesday. TransUnion has a 12 month low of $66.38 and a 12 month high of $101.19. The stock has a market cap of $17.00 billion, a price-to-earnings ratio of 40.90, a P/E/G ratio of 1.91 and a beta of 1.73. The company has a 50-day moving average price of $83.24 and a two-hundred day moving average price of $86.54. 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 earnings results 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 business had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.TransUnion’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $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 predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently announced 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 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Friday, November 21st. TransUnion’s payout ratio is currently 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.