Addenda Capital Inc. Makes New $4.51 Million Investment in TransUnion $TRU

Addenda Capital Inc. acquired a new stake in TransUnion (NYSE:TRU) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 53,867 shares of the business services provider’s stock, valued at approximately $4,513,000.

Other hedge funds have also made changes to their positions in the company. Threadgill Financial LLC acquired a new position in TransUnion in the 3rd quarter valued at about $3,351,000. Aaron Wealth Advisors LLC purchased a new stake in TransUnion during the 3rd quarter worth about $264,000. GAMMA Investing LLC grew its holdings in TransUnion by 14.0% during the 3rd quarter. GAMMA Investing LLC now owns 2,159 shares of the business services provider’s stock worth $181,000 after acquiring an additional 265 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in TransUnion by 5.2% during the 2nd quarter. Corient Private Wealth LLC now owns 4,608 shares of the business services provider’s stock worth $406,000 after buying an additional 227 shares during the last quarter. Finally, Caldwell Trust Co purchased a new stake in shares of TransUnion during the 2nd quarter worth approximately $176,000.

TransUnion Stock Performance

Shares of TRU stock opened at $86.16 on Friday. The business has a 50 day moving average of $82.04 and a two-hundred day moving average of $86.51. The company has a market cap of $16.73 billion, a P/E ratio of 40.26, a PEG ratio of 1.85 and a beta of 1.73. 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 has a 52 week low of $66.38 and a 52 week high of $101.19.

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

TransUnion Announces Dividend

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

Analyst Ratings Changes

TRU has been the subject of several research reports. JPMorgan Chase & Co. reduced their price target on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, October 8th. Stifel Nicolaus set a $103.00 target price on TransUnion in a research note on Friday, October 24th. Morgan Stanley lowered their target price on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, The Goldman Sachs Group upped their price target on shares of TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Nine investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $103.54.

Insider Activity

In related news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $84.04, for a total value of $84,040.00. Following the completion of the sale, the insider owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. The trade was a 1.57% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $81.07, for a total value of $40,535.00. Following the sale, the insider owned 32,652 shares of the company’s stock, valued at approximately $2,647,097.64. This trade represents a 1.51% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 3,500 shares of company stock valued at $288,235. 0.22% of the stock is owned by corporate insiders.

About TransUnion

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.