Oak Thistle LLC Takes Position in TransUnion (NYSE:TRU)

Oak Thistle LLC acquired a new position in shares of TransUnion (NYSE:TRU) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 5,940 shares of the business services provider’s stock, valued at approximately $551,000.

A number of other institutional investors have also recently bought and sold shares of TRU. TT International Asset Management LTD raised its stake in shares of TransUnion by 104.1% during the 4th quarter. TT International Asset Management LTD now owns 54,794 shares of the business services provider’s stock worth $5,079,000 after purchasing an additional 27,941 shares in the last quarter. West Oak Capital LLC lifted its stake in TransUnion by 684.0% in the fourth quarter. West Oak Capital LLC now owns 1,960 shares of the business services provider’s stock valued at $182,000 after acquiring an additional 1,710 shares during the last quarter. Harbor Capital Advisors Inc. grew its position in TransUnion by 2.0% in the fourth quarter. Harbor Capital Advisors Inc. now owns 17,281 shares of the business services provider’s stock worth $1,602,000 after acquiring an additional 335 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in shares of TransUnion by 1.0% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,597 shares of the business services provider’s stock worth $1,261,000 after purchasing an additional 131 shares during the last quarter. Finally, Nordea Investment Management AB raised its holdings in shares of TransUnion by 6.9% during the 4th quarter. Nordea Investment Management AB now owns 15,146 shares of the business services provider’s stock valued at $1,412,000 after purchasing an additional 982 shares in the last quarter.

TransUnion Stock Performance

TRU opened at $94.79 on Friday. The stock has a market cap of $18.47 billion, a PE ratio of 82.42, 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 stock’s 50 day simple moving average is $96.68 and its 200-day simple moving average is $95.25. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 1.19.

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

TransUnion Announces Dividend

The business also recently disclosed 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 was Friday, November 22nd. This represents a $0.42 annualized dividend and a dividend yield of 0.44%. TransUnion’s dividend payout ratio is currently 36.52%.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the business’s 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 sale, the insider now owns 59,488 shares in the company, valued at approximately $5,568,076.80. The trade was a 1.65 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Todd C. Skinner sold 3,090 shares of the stock in a transaction dated Friday, November 29th. The stock was sold at an average price of $101.48, for a total transaction of $313,573.20. Following the sale, the insider now owns 24,333 shares of the company’s stock, valued at $2,469,312.84. This trade represents a 11.27 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 19,090 shares of company stock valued at $1,916,758. Corporate insiders own 0.22% of the company’s stock.

Wall Street Analysts Forecast Growth

TRU has been the topic of several analyst reports. Jefferies Financial Group lowered their target price on shares of TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday. Morgan Stanley raised their price objective on TransUnion from $119.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, December 12th. The Goldman Sachs Group upped their target price on TransUnion from $97.00 to $109.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 2nd. Wolfe Research upgraded TransUnion from a “peer perform” rating to an “outperform” rating and set a $130.00 price target on the stock in a report on Thursday, October 10th. Finally, Stifel Nicolaus boosted their price objective on shares of TransUnion from $103.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, October 24th. Seven research analysts have rated the stock with a hold rating and ten have given a buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $108.19.

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.