TransUnion (NYSE:TRU) Shares Gap Down After Insider Selling

Shares of TransUnion (NYSE:TRU) gapped down prior to trading on Tuesday after an insider sold shares in the company. The stock had previously closed at $86.95, but opened at $83.01. TransUnion shares last traded at $82.1250, with a volume of 254,585 shares traded.

Specifically, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the transaction, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $42,855.00. Following the transaction, the insider owned 32,225 shares in the company, valued at approximately $2,762,004.75. This trade represents a 1.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on TRU shares. Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a research note on Wednesday, October 1st. JPMorgan Chase & Co. decreased their price objective on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research note on Friday, October 24th. Oppenheimer started coverage on TransUnion in a research note on Monday, October 13th. They issued an “outperform” rating and a $93.00 target price on the stock. UBS Group set a $90.00 price target on TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. Finally, The Goldman Sachs Group lifted their price target on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Nine research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average target price of $103.54.

TransUnion Trading Up 1.0%

The company has a market capitalization of $16.22 billion, a PE ratio of 39.04, a PEG ratio of 1.57 and a beta of 1.72. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10. The stock has a fifty day moving average of $83.55 and a two-hundred day moving average of $86.53.

TransUnion (NYSE:TRU) last posted its 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. The company had revenue of $1.17 billion for 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% on a year-over-year basis. During the same period last year, the firm earned $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. As a group, sell-side analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal 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. The ex-dividend date was Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s payout ratio is currently 21.50%.

Institutional Trading of TransUnion

Hedge funds have recently bought and sold shares of the company. Assenagon Asset Management S.A. grew its holdings in TransUnion by 583.1% during the 2nd quarter. Assenagon Asset Management S.A. now owns 69,379 shares of the business services provider’s stock worth $6,105,000 after acquiring an additional 59,222 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in TransUnion by 3.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after purchasing an additional 13,952 shares during the last quarter. Ninety One UK Ltd lifted its stake in TransUnion by 52.6% in the third quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after buying an additional 1,219,360 shares during the period. Nomura Asset Management Co. Ltd. boosted its holdings in TransUnion by 9.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 60,290 shares of the business services provider’s stock worth $5,306,000 after buying an additional 4,960 shares during the last quarter. Finally, Osaic Holdings Inc. grew its position in shares of TransUnion by 102.1% during the 2nd quarter. Osaic Holdings Inc. now owns 25,970 shares of the business services provider’s stock worth $2,220,000 after buying an additional 13,123 shares during the period.

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.