Manning & Napier Advisors LLC Has $121.87 Million Position in TransUnion $TRU

Manning & Napier Advisors LLC decreased its position in shares of TransUnion (NYSE:TRU) by 5.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,429,864 shares of the business services provider’s stock after selling 83,664 shares during the quarter. TransUnion makes up approximately 1.6% of Manning & Napier Advisors LLC’s holdings, making the stock its 24th largest holding. Manning & Napier Advisors LLC’s holdings in TransUnion were worth $121,867,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Royal Bank of Canada lifted its stake in shares of TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after acquiring an additional 34,867 shares during the period. Geneos Wealth Management Inc. increased its position in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. Strs Ohio bought a new stake in TransUnion during the 1st quarter worth about $1,168,000. Voya Investment Management LLC lifted its position in TransUnion by 18.6% during the 1st quarter. Voya Investment Management LLC now owns 41,618 shares of the business services provider’s stock valued at $3,454,000 after purchasing an additional 6,527 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. boosted its stake in shares of TransUnion by 301.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 413 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 310 shares during the last quarter.

TransUnion Price Performance

NYSE TRU opened at $83.99 on Wednesday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The stock has a market cap of $16.31 billion, a price-to-earnings ratio of 39.25, a PEG ratio of 1.60 and a beta of 1.72. The business has a 50 day simple moving average of $83.94 and a 200 day simple moving average of $86.43. TransUnion has a 52-week low of $66.38 and a 52-week high of $101.19.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the prior year, the company earned $1.04 earnings per share. The business’s quarterly revenue 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 fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were paid a $0.115 dividend. The ex-dividend date of this dividend was Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion’s dividend payout ratio (DPR) is currently 21.50%.

Insider Activity

In related news, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares in the company, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares in the company, valued at $5,279,050.32. The trade was a 1.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 8,318 shares of company stock worth $704,958 over the last three months. Corporate insiders own 0.25% of the company’s stock.

Wall Street Analyst Weigh In

TRU has been the subject of a number of recent research reports. BMO Capital Markets boosted their price target on shares of TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Needham & Company LLC reiterated a “buy” rating and set a $115.00 target price on shares of TransUnion in a research report on Monday, October 20th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. The Goldman Sachs Group lifted their price objective on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. Finally, Oppenheimer began coverage on TransUnion in a research note on Monday, October 13th. They issued an “outperform” rating and a $93.00 target price on the stock. Nine investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $103.54.

TransUnion Company Profile

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.