Roundview Capital LLC Decreases Holdings in TransUnion $TRU

Roundview Capital LLC trimmed its position in shares of TransUnion (NYSE:TRU) by 66.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,639 shares of the business services provider’s stock after selling 5,241 shares during the period. Roundview Capital LLC’s holdings in TransUnion were worth $232,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Geneos Wealth Management Inc. increased its stake 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 purchasing an additional 290 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in TransUnion by 132.7% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock worth $31,000 after purchasing an additional 199 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its stake in TransUnion by 301.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock worth $36,000 after purchasing an additional 310 shares during the period. Fifth Third Bancorp increased its stake in TransUnion by 105.3% in the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock worth $35,000 after purchasing an additional 217 shares during the period. Finally, S Bank Fund Management Ltd purchased a new position in TransUnion in the 1st quarter worth approximately $44,000.

TransUnion Price Performance

Shares of TRU stock opened at $79.11 on Thursday. The stock has a market cap of $15.41 billion, a price-to-earnings ratio of 39.56, a PEG ratio of 2.07 and a beta of 1.71. The business’s fifty day moving average is $87.99 and its 200 day moving average is $86.43. TransUnion has a twelve month low of $66.38 and a twelve month high of $113.17. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The company had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.10 billion. During the same period in the prior year, the firm earned $0.99 earnings per share. The firm’s revenue for the quarter 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 expect that TransUnion will post 3.99 EPS for the current fiscal 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 issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s payout ratio is 23.00%.

Insiders Place Their Bets

In other TransUnion news, CAO Jennifer A. Williams sold 755 shares of the business’s stock in a transaction on Friday, August 29th. The stock was sold at an average price of $88.46, for a total value of $66,787.30. Following the sale, the chief accounting officer directly owned 5,691 shares of the company’s stock, valued at approximately $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Heather J. Russell sold 5,337 shares of the company’s stock in a transaction on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the transaction, the executive vice president directly owned 23,011 shares in the company, valued at approximately $2,071,220.11. The trade was a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 10,309 shares of company stock valued at $919,839. 0.22% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have commented on TRU. BMO Capital Markets lifted their price target on TransUnion from $115.00 to $118.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday. UBS Group reissued a “neutral” rating and set a $105.00 target price (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Wells Fargo & Company reduced their target price on TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a research note on Friday, July 25th. Finally, The Goldman Sachs Group reduced their target price on TransUnion from $96.00 to $83.00 and set a “neutral” rating on the stock in a research note on Thursday, October 2nd. Eleven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $110.79.

TransUnion 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.