Addenda Capital Inc. Has $10.61 Million Stake in TransUnion $TRU

Addenda Capital Inc. lifted its holdings in TransUnion (NYSE:TRU) by 129.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 123,692 shares of the business services provider’s stock after purchasing an additional 69,825 shares during the period. Addenda Capital Inc. owned 0.06% of TransUnion worth $10,607,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. State Street Corp grew its stake in shares of TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the period. Invesco Ltd. grew its stake in shares of TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the period. Egerton Capital UK LLP bought a new stake in shares of TransUnion in the 3rd quarter valued at approximately $122,742,000. Danica Pension Livsforsikringsaktieselskab bought a new stake in shares of TransUnion in the 3rd quarter valued at approximately $109,156,000. Finally, Ninety One UK Ltd boosted its holdings in shares of TransUnion by 52.6% in the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after acquiring an additional 1,219,360 shares in the last quarter.

TransUnion Trading Up 3.7%

Shares of NYSE:TRU opened at $71.36 on Thursday. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The stock has a market cap of $13.77 billion, a PE ratio of 30.76, a P/E/G ratio of 1.27 and a beta of 1.71. The business has a 50 day moving average of $72.82 and a 200-day moving average of $79.46. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter last year, the business earned $0.97 EPS. The company’s quarterly revenue was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, equities research analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were paid a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. TransUnion’s dividend payout ratio is presently 21.55%.

Insider Buying and Selling

In related news, insider Todd C. Skinner sold 500 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $69.20, for a total transaction of $34,600.00. Following the sale, the insider owned 55,763 shares of the company’s stock, valued at $3,858,799.60. This represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a filing 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 Steven M. Chaouki sold 5,000 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total value of $350,000.00. Following the sale, the insider directly owned 89,711 shares in the company, valued at $6,279,770. This represents a 5.28% decrease in their position. 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 sold 11,746 shares of company stock worth $872,979. 0.22% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Wells Fargo & Company cut their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Bank of America began coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target on the stock. BMO Capital Markets raised TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group lowered their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Finally, Stifel Nicolaus lowered their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.

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.