Mitsubishi UFJ Asset Management Co. Ltd. Purchases Shares of 217,092 TransUnion $TRU

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of TransUnion (NYSE:TRU) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 217,092 shares of the business services provider’s stock, valued at approximately $15,661,000.

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

TransUnion Trading Up 1.8%

Shares of TransUnion stock opened at $85.08 on Friday. The company has a market capitalization of $16.30 billion, a P/E ratio of 22.45, a price-to-earnings-growth ratio of 1.37 and a beta of 1.53. The stock has a fifty day simple moving average of $75.92 and a 200 day simple moving average of $73.23. TransUnion has a 12-month low of $63.37 and a 12-month high of $95.50. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07.

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

TransUnion Announces Dividend

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

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the sale, the insider directly owned 89,906 shares of the company’s stock, valued at $6,530,771.84. This trade represents a 10.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the transaction, the insider directly owned 64,634 shares in the company, valued at $4,695,013.76. This trade represents a 1.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 58,773 shares of company stock worth $4,615,228. Company insiders own 0.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Mizuho dropped their price objective on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $82.00 price objective on shares of TransUnion in a research report on Tuesday, July 28th. Needham & Company LLC increased their target price on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Finally, Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $94.38.

About TransUnion

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.