Artemis Investment Management LLP Has $33.58 Million Stake in TransUnion (NYSE:TRU)

Artemis Investment Management LLP boosted its position in TransUnion (NYSE:TRU - Free Report) by 18.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 362,177 shares of the business services provider's stock after buying an additional 56,466 shares during the quarter. Artemis Investment Management LLP owned approximately 0.19% of TransUnion worth $33,577,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Sumitomo Mitsui Trust Group Inc. grew its stake in shares of TransUnion by 12.1% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,308,028 shares of the business services provider's stock worth $136,951,000 after acquiring an additional 140,952 shares during the last quarter. FMR LLC grew its position in TransUnion by 307.7% in the 3rd quarter. FMR LLC now owns 4,540,896 shares of the business services provider's stock worth $475,432,000 after purchasing an additional 3,427,199 shares during the last quarter. Dark Forest Capital Management LP bought a new position in shares of TransUnion during the 2nd quarter worth about $493,000. Captrust Financial Advisors acquired a new position in shares of TransUnion during the third quarter valued at about $892,000. Finally, Assetmark Inc. lifted its stake in shares of TransUnion by 6,720.7% in the third quarter. Assetmark Inc. now owns 128,706 shares of the business services provider's stock valued at $13,476,000 after buying an additional 126,819 shares during the period.

TransUnion Price Performance

NYSE TRU traded up $0.48 on Monday, hitting $95.26. 1,239,242 shares of the company were exchanged, compared to its average volume of 1,108,329. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 1.19. The company has a market cap of $18.57 billion, a P/E ratio of 82.83, a P/E/G ratio of 1.02 and a beta of 1.62. TransUnion has a 1-year low of $66.07 and a 1-year high of $113.17. The firm has a 50 day moving average of $96.45 and a two-hundred day moving average of $95.69.

TransUnion (NYSE:TRU - Get Free Report) last announced its earnings results on Wednesday, October 23rd. The business services provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.01 by $0.03. The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.06 billion. TransUnion had a net margin of 5.47% and a return on equity of 15.38%. TransUnion's quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.80 earnings per share. On average, equities analysts predict that TransUnion will post 3.44 EPS for the current year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 9th. Stockholders of record on Friday, November 22nd were paid a $0.105 dividend. The ex-dividend date of this dividend was Friday, November 22nd. This represents a $0.42 annualized dividend and a dividend yield of 0.44%. TransUnion's dividend payout ratio (DPR) is currently 36.52%.

Analyst Ratings Changes

TRU has been the topic of several research reports. Morgan Stanley boosted their price target on TransUnion from $119.00 to $130.00 and gave the company an "overweight" rating in a research note on Thursday, December 12th. Needham & Company LLC restated a "hold" rating on shares of TransUnion in a research note on Thursday. Royal Bank of Canada reiterated an "outperform" rating and set a $121.00 price target on shares of TransUnion in a research note on Thursday, October 24th. Robert W. Baird increased their price objective on shares of TransUnion from $104.00 to $130.00 and gave the company an "outperform" rating in a research note on Thursday, October 24th. Finally, Stifel Nicolaus lifted their target price on shares of TransUnion from $103.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday, October 24th. Seven equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $108.19.

Insider Transactions at TransUnion

In other TransUnion news, Director George M. Awad sold 12,000 shares of TransUnion stock in a transaction on Monday, November 25th. The shares were sold at an average price of $100.00, for a total transaction of $1,200,000.00. Following the completion of the sale, the director now owns 27,026 shares of the company's stock, valued at approximately $2,702,600. The trade was a 30.75 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Thursday, January 2nd. The shares were sold at an average price of $93.60, for a total value of $93,600.00. Following the completion of the transaction, the insider now directly owns 59,488 shares in the company, valued at approximately $5,568,076.80. This trade represents a 1.65 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 19,090 shares of company stock worth $1,916,758 over the last 90 days. 0.22% of the stock is owned by insiders.

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.