J. Safra Sarasin Holding AG Sells 1,260 Shares of TransUnion $TRU

J. Safra Sarasin Holding AG trimmed its position in shares of TransUnion (NYSE:TRU) by 13.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,436 shares of the business services provider’s stock after selling 1,260 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in TransUnion were worth $742,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Massachusetts Financial Services Co. MA lifted its holdings in shares of TransUnion by 10.9% during the first quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider’s stock valued at $1,798,765,000 after purchasing an additional 2,134,342 shares during the last quarter. Vanguard Group Inc. lifted its holdings in shares of TransUnion by 1.1% during the first quarter. Vanguard Group Inc. now owns 18,264,902 shares of the business services provider’s stock valued at $1,515,804,000 after purchasing an additional 198,245 shares during the last quarter. Wellington Management Group LLP lifted its holdings in shares of TransUnion by 61.2% during the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider’s stock valued at $902,761,000 after purchasing an additional 4,128,104 shares during the last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in shares of TransUnion by 0.9% during the first quarter. T. Rowe Price Investment Management Inc. now owns 3,411,925 shares of the business services provider’s stock valued at $283,156,000 after purchasing an additional 28,996 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its holdings in shares of TransUnion by 15.3% during the first quarter. Victory Capital Management Inc. now owns 3,146,693 shares of the business services provider’s stock valued at $261,144,000 after purchasing an additional 418,693 shares during the last quarter.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total transaction of $83,190.00. Following the completion of the sale, the insider owned 64,592 shares of the company’s stock, valued at $5,373,408.48. The trade was a 1.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Heather J. Russell sold 5,337 shares of the business’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 sale, the executive vice president directly owned 23,011 shares of the company’s stock, valued at approximately $2,071,220.11. The trade was a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 10,309 shares of company stock valued at $919,839. Company insiders own 0.22% of the company’s stock.

TransUnion Trading Up 5.3%

NYSE:TRU opened at $77.39 on Friday. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The company has a market cap of $15.08 billion, a PE ratio of 38.70, a price-to-earnings-growth ratio of 2.17 and a beta of 1.71. The company has a 50 day simple moving average of $89.21 and a two-hundred day simple moving average of $86.60.

TransUnion (NYSE:TRU) last posted its earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.09. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The business had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. During the same quarter in the previous year, the firm posted $0.99 EPS. The firm’s revenue was up 9.5% on a year-over-year basis. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. Research analysts forecast 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, September 8th. Shareholders of record on Friday, August 22nd were given a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s payout ratio is 23.00%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on TRU shares. Needham & Company LLC upgraded shares of TransUnion from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a report on Wednesday, September 3rd. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 3rd. UBS Group restated a “neutral” rating and issued a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. The Goldman Sachs Group decreased their price objective on shares of TransUnion from $96.00 to $83.00 and set a “neutral” rating for the company in a report on Thursday. Finally, Wells Fargo & Company decreased their price objective on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating for the company in a report on Friday, July 25th. Eleven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $110.79.

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.