Integrated Investment Consultants LLC Grows Stock Position in TransUnion (NYSE:TRU)

Integrated Investment Consultants LLC boosted its position in TransUnion (NYSE:TRU) by 15.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,218 shares of the business services provider’s stock after buying an additional 1,459 shares during the period. Integrated Investment Consultants LLC’s holdings in TransUnion were worth $1,040,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of TRU. Huntington National Bank lifted its stake in shares of TransUnion by 84.5% in the 3rd quarter. Huntington National Bank now owns 286 shares of the business services provider’s stock worth $30,000 after acquiring an additional 131 shares during the period. Versant Capital Management Inc raised its holdings in TransUnion by 82.1% during the fourth quarter. Versant Capital Management Inc now owns 428 shares of the business services provider’s stock worth $40,000 after purchasing an additional 193 shares in the last quarter. Quarry LP lifted its position in TransUnion by 963.0% in the second quarter. Quarry LP now owns 574 shares of the business services provider’s stock valued at $43,000 after purchasing an additional 520 shares during the period. Retirement Wealth Solutions LLC acquired a new stake in TransUnion in the fourth quarter valued at about $44,000. Finally, True Wealth Design LLC boosted its holdings in TransUnion by 4,590.0% in the 3rd quarter. True Wealth Design LLC now owns 469 shares of the business services provider’s stock valued at $49,000 after purchasing an additional 459 shares in the last quarter.

Wall Street Analyst Weigh In

Several research firms have recently commented on TRU. Oppenheimer reduced their price target on TransUnion from $115.00 to $112.00 and set an “outperform” rating for the company in a report on Tuesday, January 7th. Jefferies Financial Group reduced their target price on TransUnion from $125.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday. Morgan Stanley upped their price target on shares of TransUnion from $119.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, December 12th. Robert W. Baird increased their price target on shares of TransUnion from $104.00 to $130.00 and gave the company an “outperform” rating in a report on Thursday, October 24th. Finally, Needham & Company LLC reissued a “hold” rating on shares of TransUnion in a report on Thursday. Seven investment analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company’s stock. According to MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and an average price target of $108.19.

Insider Activity at TransUnion

In other TransUnion news, Director George M. Awad sold 12,000 shares of the stock in a transaction on Monday, November 25th. The stock was sold at an average price of $100.00, for a total transaction of $1,200,000.00. Following the transaction, the director now owns 27,026 shares of the company’s stock, valued at $2,702,600. This represents a 30.75 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,500 shares of the firm’s stock in a transaction on Friday, November 8th. The stock was sold at an average price of $105.66, for a total value of $158,490.00. Following the sale, the insider now owns 62,988 shares in the company, valued at $6,655,312.08. This trade represents a 2.33 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 19,090 shares of company stock valued at $1,916,758. Company insiders own 0.28% of the company’s stock.

TransUnion Price Performance

Shares of NYSE:TRU opened at $95.26 on Friday. The company has a debt-to-equity ratio of 1.19, a quick ratio of 1.68 and a current ratio of 1.68. The business’s fifty day moving average price is $96.45 and its two-hundred day moving average price is $95.40. The stock has a market cap of $18.57 billion, a PE ratio of 82.83, a price-to-earnings-growth ratio of 1.02 and a beta of 1.62. TransUnion has a one year low of $66.07 and a one year high of $113.17.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Wednesday, October 23rd. The business services provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. TransUnion had a return on equity of 15.38% and a net margin of 5.47%. The business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.06 billion. During the same quarter last year, the company earned $0.80 earnings per share. The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. On average, analysts forecast that TransUnion will post 3.44 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 9th. Stockholders of record on Friday, November 22nd were given a $0.105 dividend. This represents a $0.42 dividend on an annualized basis and a dividend yield of 0.44%. The ex-dividend date was Friday, November 22nd. TransUnion’s dividend payout ratio is presently 36.52%.

About TransUnion

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.