TransUnion (NYSE:TRU) Announces Earnings Results

TransUnion (NYSE:TRU) issued its quarterly earnings results on Thursday. The business services provider reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14), Zacks reports. The company had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $1.03 billion. TransUnion had a return on equity of 15.38% and a net margin of 5.47%. TransUnion updated its FY 2025 guidance to 3.930-4.080 EPS and its Q1 2025 guidance to 0.960-0.990 EPS.

TransUnion Price Performance

Shares of TRU traded down $0.47 during midday trading on Friday, hitting $99.79. 2,429,990 shares of the company traded hands, compared to its average volume of 1,398,812. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.68 and a quick ratio of 1.68. The stock has a 50-day moving average of $95.13 and a 200-day moving average of $97.85. The firm has a market cap of $19.45 billion, a P/E ratio of 86.77, a PEG ratio of 1.16 and a beta of 1.63. TransUnion has a one year low of $66.07 and a one year high of $113.17.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Thursday, February 27th will be given a dividend of $0.115 per share. The ex-dividend date of this dividend is Thursday, February 27th. This is a boost 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 is currently 36.52%.

Wall Street Analysts Forecast Growth

TRU has been the topic of a number of research analyst reports. Morgan Stanley cut their price target on shares of TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Tuesday, January 28th. Robert W. Baird boosted their price target on shares of TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a report on Thursday, October 24th. Wells Fargo & Company cut their price target on shares of TransUnion from $135.00 to $126.00 and set an “overweight” rating on the stock in a report on Friday, January 10th. Needham & Company LLC reissued a “hold” rating on shares of TransUnion in a report on Friday. Finally, William Blair reaffirmed an “outperform” rating on shares of TransUnion in a report on Friday. Five investment analysts have rated the stock with a hold rating and ten have given a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $111.64.

Insider Buying and Selling

In related news, insider Todd C. Skinner sold 3,090 shares of the company’s stock in a transaction that occurred on Friday, November 29th. The shares were sold at an average price of $101.48, for a total value of $313,573.20. Following the transaction, the insider now directly owns 24,333 shares in the company, valued at approximately $2,469,312.84. This represents a 11.27 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Thursday, January 2nd. The stock was sold at an average price of $93.60, for a total transaction of $93,600.00. Following the completion of the transaction, the insider now owns 59,488 shares in the company, valued at approximately $5,568,076.80. This trade represents a 1.65 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 18,590 shares of company stock worth $1,854,218. Insiders own 0.22% of the company’s stock.

TransUnion announced that its Board of Directors has authorized a stock buyback plan on Thursday, February 13th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the business services provider to purchase up to 2.6% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its stock is undervalued.

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.