Generali Asset Management SPA SGR Acquires 13,612 Shares of TransUnion $TRU

Generali Asset Management SPA SGR boosted its holdings in shares of TransUnion (NYSE:TRU) by 3,991.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,953 shares of the business services provider’s stock after purchasing an additional 13,612 shares during the period. Generali Asset Management SPA SGR’s holdings in TransUnion were worth $1,169,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Ninety One UK Ltd grew its holdings in shares of TransUnion by 52.6% during the third quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after purchasing an additional 1,219,360 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its position in TransUnion by 3.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock worth $37,375,000 after buying an additional 13,952 shares in the last quarter. Permanent Capital Management LP bought a new stake in TransUnion during the 3rd quarter worth about $309,000. Hengehold Capital Management LLC increased its position in TransUnion by 8.6% in the 3rd quarter. Hengehold Capital Management LLC now owns 7,556 shares of the business services provider’s stock valued at $633,000 after acquiring an additional 600 shares in the last quarter. Finally, Blue Trust Inc. raised its stake in shares of TransUnion by 16.0% in the third quarter. Blue Trust Inc. now owns 1,730 shares of the business services provider’s stock worth $145,000 after acquiring an additional 238 shares during the last quarter.

Analyst Ratings Changes

TRU has been the topic of several research analyst reports. BMO Capital Markets increased their price target on shares of TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. UBS Group set a $90.00 price objective on TransUnion and gave the stock a “neutral” rating in a report on Friday, October 24th. JPMorgan Chase & Co. decreased 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. Oppenheimer initiated coverage on TransUnion in a research report on Monday, October 13th. They set an “outperform” rating and a $93.00 target price for the company. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. Nine equities research 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’s stock. According to MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and a consensus target price of $103.54.

Insider Activity

In related news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the completion of the transaction, the insider owned 62,592 shares in the company, valued at approximately $5,260,231.68. The trade was a 1.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction 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 completion of the sale, the insider owned 32,652 shares in the company, valued at approximately $2,647,097.64. This trade represents a 1.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,818 shares of company stock valued at $576,393 in the last ninety days. 0.25% of the stock is owned by insiders.

TransUnion Price Performance

TRU opened at $83.36 on Monday. The company has a fifty day moving average price of $83.46 and a two-hundred day moving average price of $86.55. The firm has a market capitalization of $16.19 billion, a PE ratio of 38.95, a P/E/G ratio of 1.58 and a beta of 1.72. TransUnion has a 52 week low of $66.38 and a 52 week high of $101.19. 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 (NYSE:TRU) last posted its quarterly earnings results 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 business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period last year, the company earned $1.04 EPS. The firm’s revenue was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. As a group, analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

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