Mitsubishi UFJ Asset Management Co. Ltd. Acquires New Shares in TransUnion $TRU

Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in TransUnion (NYSE:TRU) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 217,092 shares of the business services provider’s stock, valued at approximately $15,661,000. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.11% of TransUnion at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Wealth High Governance Capital Ltda bought a new position in TransUnion in the fourth quarter valued at $10,466,000. Mirabaud Asset Management Ltd boosted its stake in shares of TransUnion by 49.3% during the 4th quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock worth $7,221,000 after buying an additional 25,381 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. grew its holdings in shares of TransUnion by 18.6% in the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after acquiring an additional 45,840 shares in the last quarter. BNP Paribas Financial Markets boosted its position in TransUnion by 280.6% during the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock valued at $23,114,000 after purchasing an additional 198,726 shares during the last quarter. Finally, PBCay One RSC Ltd acquired a new stake in shares of TransUnion in the 4th quarter valued at approximately $52,131,000.

Analysts Set New Price Targets

Several brokerages recently issued reports on TRU. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Stifel Nicolaus raised their price objective on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Morgan Stanley restated an “overweight” rating and set a $106.00 price objective on shares of TransUnion in a report on Wednesday, July 29th. Finally, Mizuho dropped their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Stock Performance

NYSE:TRU opened at $85.08 on Friday. The stock has a fifty day moving average price of $75.92 and a 200-day moving average price of $73.23. The company has a market cap of $16.30 billion, a price-to-earnings ratio of 22.45, a PEG ratio of 1.37 and a beta of 1.53. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, equities analysts anticipate that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

Insider Buying and Selling

In related news, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. The trade was a 12.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the transaction, the executive vice president directly owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. The trade was a 29.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 58,773 shares of company stock worth $4,615,228. 0.37% of the stock is owned by company insiders.

TransUnion 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.