TransUnion (NYSE:TRU) Updates Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU) updated its first quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 0.960-0.990 for the period, compared to the consensus earnings per share estimate of 1.040. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. TransUnion also updated its FY 2025 guidance to 3.930-4.080 EPS.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Wells Fargo & Company dropped their price objective on TransUnion from $135.00 to $126.00 and set an “overweight” rating on the stock in a report on Friday, January 10th. Robert W. Baird boosted their target price on TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, October 24th. Royal Bank of Canada reiterated an “outperform” rating and set a $121.00 target price on shares of TransUnion in a research report on Thursday, October 24th. Morgan Stanley decreased their target price on TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 28th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of TransUnion in a research report on Thursday, January 16th. Six investment analysts have rated the stock with a hold rating and ten have issued a buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $107.63.

TransUnion Trading Up 5.8 %

NYSE TRU traded up $5.46 during trading hours on Thursday, hitting $98.93. 2,414,290 shares of the company’s stock were exchanged, compared to its average volume of 1,515,511. The business’s 50 day moving average is $95.09 and its 200-day moving average is $97.75. TransUnion has a 12-month low of $66.07 and a 12-month high of $113.17. The firm has a market capitalization of $19.28 billion, a P/E ratio of 86.18, a price-to-earnings-growth ratio of 1.16 and a beta of 1.63. The company has a debt-to-equity ratio of 1.19, a quick ratio of 1.68 and a current ratio of 1.68.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, February 13th. The business services provider reported $0.83 earnings per share for the quarter, missing the consensus estimate of $0.97 by ($0.14). TransUnion had a net margin of 5.47% and a return on equity of 15.38%. As a group, analysts anticipate that TransUnion will post 3.44 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Thursday, February 27th will be issued a dividend of $0.115 per share. This is an increase from TransUnion’s previous quarterly dividend of $0.11. This represents a $0.46 annualized dividend and a dividend yield of 0.46%. TransUnion’s dividend payout ratio (DPR) is presently 36.52%.

Insider Activity at TransUnion

In other news, insider Todd C. Skinner sold 3,090 shares of TransUnion stock in a transaction that occurred on Friday, November 29th. The stock was sold at an average price of $101.48, for a total value of $313,573.20. Following the completion of the transaction, the insider now owns 24,333 shares in the company, valued at approximately $2,469,312.84. This trade represents a 11.27 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director George M. Awad sold 12,000 shares of TransUnion stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $100.00, for a total value of $1,200,000.00. Following the completion of the transaction, the director now owns 27,026 shares of the company’s stock, valued at approximately $2,702,600. The trade was a 30.75 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 18,590 shares of company stock worth $1,854,218. 0.22% of the stock is currently owned by company insiders.

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.