According to Zacks, “TransUnion has an attractive business model with highly recurring and diversified revenue streams, significant operating leverage, low capital requirements and strong and stable cash flows. TransUnion’s huge base of data is its most distinguishing asset and perhaps the biggest barrier to entry for competitors. Acquisitions act as a key growth catalyst. Despite such positives, the company’s shares have underperformed its industry in the past six months. TransUnion operates in a highly competitive market, which restricts its pricing power and limits profitability to some extent. The company's operating segments experience seasonality. High debt may limit TransUnion’s future expansion and worsen its risk profile.”
Other equities research analysts have also recently issued research reports about the company. Deutsche Bank upped their target price on TransUnion from $69.00 to $75.00 and gave the stock a “buy” rating in a research report on Wednesday, April 17th. ValuEngine raised TransUnion from a “hold” rating to a “buy” rating in a research report on Friday, February 22nd. Barclays reissued a “buy” rating and issued a $72.00 price objective on shares of TransUnion in a research report on Thursday, January 10th. Morgan Stanley set a $66.00 price objective on TransUnion and gave the company a “hold” rating in a research report on Tuesday, January 8th. Finally, BNP Paribas initiated coverage on TransUnion in a research report on Friday, March 15th. They issued a “neutral” rating and a $66.00 price objective for the company. Six equities research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company’s stock. TransUnion presently has an average rating of “Buy” and a consensus target price of $75.25.
Shares of NYSE TRU traded down $0.25 during trading hours on Monday, hitting $70.79. The stock had a trading volume of 30,915 shares, compared to its average volume of 1,529,133. The stock has a market cap of $13.30 billion, a price-to-earnings ratio of 30.68, a PEG ratio of 4.36 and a beta of 0.95. TransUnion has a 52 week low of $52.15 and a 52 week high of $79.48. The company has a debt-to-equity ratio of 2.01, a quick ratio of 1.53 and a current ratio of 1.53.
TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, February 14th. The business services provider reported $0.66 EPS for the quarter, beating the Thomson Reuters’ consensus estimate of $0.57 by $0.09. The business had revenue of $624.00 million during the quarter, compared to analysts’ expectations of $622.98 million. TransUnion had a return on equity of 22.59% and a net margin of 11.93%. The firm’s quarterly revenue was up 23.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.50 EPS. On average, analysts predict that TransUnion will post 2.35 EPS for the current year.
In related news, CAO Timothy Elberfeld sold 1,000 shares of the company’s stock in a transaction on Friday, April 12th. The stock was sold at an average price of $70.00, for a total value of $70,000.00. Following the completion of the transaction, the chief accounting officer now directly owns 13,062 shares in the company, valued at $914,340. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider James M. Peck sold 2,327 shares of the stock in a transaction on Tuesday, February 26th. The stock was sold at an average price of $64.14, for a total value of $149,253.78. Following the transaction, the insider now owns 335,243 shares of the company’s stock, valued at $21,502,486.02. The disclosure for this sale can be found here. Insiders sold 214,041 shares of company stock valued at $13,847,553 over the last 90 days. 0.92% of the stock is currently owned by corporate insiders.
Institutional investors have recently added to or reduced their stakes in the business. Karp Capital Management Corp acquired a new stake in shares of TransUnion in the fourth quarter valued at $37,000. Harel Insurance Investments & Financial Services Ltd. bought a new position in TransUnion in the first quarter valued at about $80,000. Ropes Wealth Advisors LLC bought a new position in TransUnion in the fourth quarter valued at about $83,000. Massey Quick Simon & CO. LLC boosted its holdings in TransUnion by 21.6% in the fourth quarter. Massey Quick Simon & CO. LLC now owns 1,550 shares of the business services provider’s stock valued at $88,000 after acquiring an additional 275 shares during the last quarter. Finally, Flagship Harbor Advisors LLC boosted its holdings in TransUnion by 39.2% in the fourth quarter. Flagship Harbor Advisors LLC now owns 1,860 shares of the business services provider’s stock valued at $105,000 after acquiring an additional 524 shares during the last quarter.
TransUnion Company Profile
TransUnion provides risk and information solutions. The company operates in three segments: U.S. Information Services (USIS), International, and Consumer Interactive. The USIS segment provides consumer reports, risk scores, and analytical and decisioning services for businesses. These businesses use 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 investigate potential fraud.
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