TransUnion (NYSE:TRU) Position Increased by LTS One Management LP

LTS One Management LP boosted its holdings in shares of TransUnion (NYSE:TRU - Free Report) by 23.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 200,000 shares of the business services provider's stock after purchasing an additional 38,500 shares during the quarter. TransUnion comprises approximately 5.2% of LTS One Management LP's holdings, making the stock its 13th largest position. LTS One Management LP owned about 0.10% of TransUnion worth $18,542,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Versant Capital Management Inc lifted its holdings in TransUnion by 82.1% during the 4th quarter. Versant Capital Management Inc now owns 428 shares of the business services provider's stock worth $40,000 after buying an additional 193 shares in the last quarter. Aster Capital Management DIFC Ltd bought a new stake in TransUnion during the 4th quarter worth about $40,000. Huntington National Bank raised its stake in shares of TransUnion by 58.7% during the 4th quarter. Huntington National Bank now owns 454 shares of the business services provider's stock worth $42,000 after purchasing an additional 168 shares in the last quarter. Retirement Wealth Solutions LLC acquired a new stake in TransUnion in the fourth quarter valued at $44,000. Finally, Brown Brothers Harriman & Co. bought a new position in shares of TransUnion during the 4th quarter worth approximately $47,000.

TransUnion Stock Down 1.2 %

Shares of TRU traded down $0.87 during midday trading on Friday, reaching $72.88. 1,111,010 shares of the stock were exchanged, compared to its average volume of 1,677,482. The company has a current ratio of 1.70, a quick ratio of 1.70 and a debt-to-equity ratio of 1.18. The company has a market capitalization of $14.22 billion, a P/E ratio of 49.92, a PEG ratio of 1.18 and a beta of 1.67. TransUnion has a 52 week low of $66.07 and a 52 week high of $113.17. The company's 50 day moving average is $85.00 and its two-hundred day moving average is $94.25.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Thursday, February 13th. The business services provider reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.97 by ($0.14). The firm had revenue of $1.04 billion during the quarter, compared to analyst estimates of $1.03 billion. TransUnion had a net margin of 6.80% and a return on equity of 15.85%. On average, sell-side analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion declared that its board has approved a share repurchase program on Thursday, February 13th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the business services provider to buy up to 2.6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company's leadership believes its stock is undervalued.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 14th. Investors of record on Thursday, February 27th were given a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.63%. This is a positive change from TransUnion's previous quarterly dividend of $0.11. The ex-dividend date of this dividend was Thursday, February 27th. TransUnion's dividend payout ratio is presently 31.51%.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Venkat Achanta sold 1,821 shares of the firm's stock in a transaction on Wednesday, February 26th. The stock was sold at an average price of $95.74, for a total value of $174,342.54. Following the completion of the sale, the executive vice president now owns 105,443 shares of the company's stock, valued at approximately $10,095,112.82. This trade represents a 1.70 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction that occurred on Monday, February 3rd. The shares were sold at an average price of $95.95, for a total transaction of $95,950.00. Following the transaction, the insider now directly owns 58,488 shares in the company, valued at $5,611,923.60. The trade was a 1.68 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 4,021 shares of company stock worth $372,751 over the last three months. Insiders own 0.22% of the company's stock.

Analysts Set New Price Targets

Several analysts have weighed in on TRU shares. UBS Group lifted their price objective on shares of TransUnion from $102.00 to $104.00 and gave the stock a "neutral" rating in a research note on Monday, February 3rd. Jefferies Financial Group decreased their price objective on shares of TransUnion from $125.00 to $115.00 and set a "buy" rating for the company in a research report on Wednesday, January 15th. William Blair reiterated an "outperform" rating on shares of TransUnion in a report on Monday, March 24th. Needham & Company LLC reaffirmed a "hold" rating on shares of TransUnion in a research report on Friday, February 14th. Finally, Morgan Stanley lowered their target price on TransUnion from $130.00 to $127.00 and set an "overweight" rating on the stock in a research note on Tuesday, January 28th. One research analyst has rated the stock with a sell rating, four have given a hold rating and nine have assigned a buy rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $111.23.

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.