Independent Franchise Partners LLP Has $408.93 Million Stock Holdings in TransUnion $TRU

Independent Franchise Partners LLP raised its holdings in TransUnion (NYSE:TRU) by 119.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,646,903 shares of the business services provider’s stock after purchasing an additional 2,530,335 shares during the period. TransUnion makes up about 2.7% of Independent Franchise Partners LLP’s portfolio, making the stock its 19th largest holding. Independent Franchise Partners LLP owned approximately 2.39% of TransUnion worth $408,927,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Penserra Capital Management LLC increased its stake in TransUnion by 12.8% during the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock worth $92,000 after acquiring an additional 120 shares during the period. Park Avenue Securities LLC grew its holdings in shares of TransUnion by 2.2% during the 2nd quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider’s stock worth $633,000 after purchasing an additional 155 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its stake in TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 199 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in TransUnion by 8.5% during the first quarter. PNC Financial Services Group Inc. now owns 2,867 shares of the business services provider’s stock worth $238,000 after purchasing an additional 225 shares during the period. Finally, DekaBank Deutsche Girozentrale grew its stake in TransUnion by 0.4% during the second quarter. DekaBank Deutsche Girozentrale now owns 64,891 shares of the business services provider’s stock worth $5,637,000 after buying an additional 234 shares in the last quarter.

TransUnion Price Performance

TransUnion stock opened at $82.43 on Wednesday. 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 has a 52 week low of $66.38 and a 52 week high of $101.42. The stock has a market cap of $16.01 billion, a price-to-earnings ratio of 38.52, a PEG ratio of 1.83 and a beta of 1.73. The business has a 50-day simple moving average of $81.28 and a 200 day simple moving average of $86.65.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $1.13 billion. During the same period last year, the firm earned $1.04 earnings per share. The company’s revenue for the quarter 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. On average, research analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 8th. Stockholders of record on Friday, November 21st will be given a dividend of $0.115 per share. The ex-dividend date of this dividend is 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 presently 21.50%.

Analyst Upgrades and Downgrades

TRU has been the topic of several research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a research report on Wednesday, October 1st. BMO Capital Markets increased their price objective on shares of TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. Finally, The Goldman Sachs Group lifted their price objective on shares of TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Nine analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and an average price target of $104.08.

Insider Activity at TransUnion

In related news, EVP Heather J. Russell sold 5,337 shares of the firm’s stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total transaction of $480,383.37. Following the completion of the transaction, the executive vice president directly owned 23,011 shares of the company’s stock, valued at approximately $2,071,220.11. This trade represents a 18.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $84.04, for a total transaction of $84,040.00. Following the completion of the sale, 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 position. The SEC filing for this sale provides additional information. Insiders sold a total of 8,337 shares of company stock valued at $728,083 over the last three months. 0.25% of the stock is currently owned by insiders.

TransUnion Company Profile

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.