Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Position in TransUnion $TRU

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in TransUnion (NYSE:TRU) by 10.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 167,467 shares of the business services provider’s stock after buying an additional 16,134 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in TransUnion were worth $14,737,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Penserra Capital Management LLC grew its position in TransUnion by 12.8% in the second quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock worth $92,000 after acquiring an additional 120 shares in the last quarter. Park Avenue Securities LLC raised its position in TransUnion by 2.2% during the second quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider’s stock valued at $633,000 after purchasing an additional 155 shares during the period. Integrated Investment Consultants LLC lifted its stake in shares of TransUnion by 1.4% in the 1st quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider’s stock valued at $944,000 after purchasing an additional 162 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in shares of TransUnion by 132.7% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 199 shares during the last quarter. Finally, PNC Financial Services Group Inc. boosted its holdings in shares of TransUnion by 8.5% in the 1st quarter. PNC Financial Services Group Inc. now owns 2,867 shares of the business services provider’s stock worth $238,000 after purchasing an additional 225 shares during the period.

Insider Transactions at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 5,337 shares of the firm’s stock in a transaction on Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the transaction, the executive vice president directly owned 23,011 shares in the company, valued at $2,071,220.11. This trade represents a 18.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Jennifer A. Williams sold 755 shares of TransUnion stock in a transaction on Friday, August 29th. The shares were sold at an average price of $88.46, for a total value of $66,787.30. Following the sale, the chief accounting officer directly owned 5,691 shares of the company’s stock, valued at approximately $503,425.86. This trade represents a 11.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 9,337 shares of company stock valued at $818,810. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Performance

TRU stock opened at $82.34 on Thursday. TransUnion has a twelve month low of $66.38 and a twelve month high of $105.05. The firm has a market cap of $15.99 billion, a price-to-earnings ratio of 38.47, a PEG ratio of 1.85 and a beta of 1.71. The business’s fifty day simple moving average is $83.55 and its two-hundred day simple moving average is $87.05. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.04 by $0.06. The firm had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. The business’s revenue was up 7.8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.04 earnings per share. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. Analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 8th. Shareholders of record on Friday, November 21st will be paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, November 21st. TransUnion’s dividend payout ratio is currently 21.50%.

Analyst Ratings Changes

Several analysts recently weighed in on TRU shares. Needham & Company LLC restated a “buy” rating and set a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. UBS Group set a $90.00 price objective on shares of TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. BMO Capital Markets increased their target price on shares of TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. JPMorgan Chase & Co. lowered their target price on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Finally, Robert W. Baird set a $125.00 price target on shares of TransUnion in a report on Friday, October 24th. Nine analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $104.08.

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.