Threadgill Financial LLC Invests $3.35 Million in TransUnion $TRU

Threadgill Financial LLC acquired a new stake in TransUnion (NYSE:TRU) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 39,991 shares of the business services provider’s stock, valued at approximately $3,351,000. TransUnion makes up about 1.6% of Threadgill Financial LLC’s holdings, making the stock its 22nd largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Geneos Wealth Management Inc. grew its position in shares of 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 acquiring an additional 290 shares in the last quarter. Generali Asset Management SPA SGR bought a new position in TransUnion during the second quarter worth $30,000. MassMutual Private Wealth & Trust FSB boosted its holdings 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 worth $31,000 after purchasing an additional 199 shares during the period. Elevation Point Wealth Partners LLC bought a new stake in TransUnion during the second quarter valued at $34,000. Finally, MAI Capital Management raised its holdings in shares of TransUnion by 333.3% during the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares during the period.

Insider Activity

In related news, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $81.07, for a total value of $40,535.00. Following the completion of the transaction, the insider owned 32,652 shares in the company, valued at $2,647,097.64. This represents a 1.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the transaction, the insider directly 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 3,500 shares of company stock valued at $288,235 in the last ninety days. Corporate insiders own 0.25% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. The Goldman Sachs Group lifted their price target on shares of TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. UBS Group set a $90.00 target price on TransUnion and gave the company a “neutral” rating in a research note on Friday, October 24th. BMO Capital Markets increased their price target on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. Seaport Res Ptn raised TransUnion to a “hold” rating in a report on Wednesday, October 1st. Finally, Stifel Nicolaus set a $103.00 price objective on TransUnion in a research report on Friday, October 24th. Nine equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $104.08.

TransUnion Price Performance

Shares of NYSE:TRU opened at $83.69 on Wednesday. The firm’s 50 day moving average is $81.79 and its two-hundred day moving average is $86.53. The firm has a market capitalization of $16.25 billion, a P/E ratio of 39.11, a PEG ratio of 1.83 and a beta of 1.73. The company has a current ratio of 2.01, a quick 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 $101.19.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same period in the prior year, the company posted $1.04 EPS. The business’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. Analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were paid a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Friday, November 21st. TransUnion’s payout ratio is currently 21.50%.

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.