TransUnion (NYSE:TRU) Releases FY 2025 Earnings Guidance

TransUnion (NYSE:TRU) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.930-4.080 for the period, compared to the consensus estimate of 4.380. The company issued revenue guidance of $4.3 billion-$4.4 billion, compared to the consensus revenue estimate of $4.5 billion. TransUnion also updated its Q1 2025 guidance to 0.960-0.990 EPS.

Analysts Set New Price Targets

TRU has been the topic of several analyst reports. Needham & Company LLC reaffirmed a “hold” rating on shares of TransUnion in a report on Friday. William Blair restated an “outperform” rating on shares of TransUnion in a research report on Friday. Royal Bank of Canada restated an “outperform” rating and set a $121.00 target price on shares of TransUnion in a research report on Thursday, October 24th. UBS Group lifted their target price on shares of TransUnion from $102.00 to $104.00 and gave the stock a “neutral” rating in a research report on Monday, February 3rd. Finally, Morgan Stanley cut their price objective on shares of TransUnion from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Tuesday, January 28th. Five equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $111.64.

TransUnion Price Performance

TRU opened at $99.79 on Friday. The company has a quick ratio of 1.68, a current ratio of 1.68 and a debt-to-equity ratio of 1.19. TransUnion has a 52-week low of $66.07 and a 52-week high of $113.17. The company has a 50 day moving average of $95.13 and a two-hundred day moving average of $97.85. The company has a market cap of $19.45 billion, a P/E ratio of 86.77, a P/E/G ratio of 1.16 and a beta of 1.63.

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

TransUnion Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Thursday, February 27th will be paid a $0.115 dividend. The ex-dividend date of this dividend is Thursday, February 27th. 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 is 36.52%.

TransUnion declared that its Board of Directors has authorized a stock repurchase plan on Thursday, February 13th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the business services provider to repurchase up to 2.6% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Insider Activity

In other TransUnion news, insider Todd C. Skinner sold 3,090 shares of the stock in a transaction on Friday, November 29th. The shares were sold at an average price of $101.48, for a total transaction of $313,573.20. Following the sale, the insider now directly owns 24,333 shares of the company’s stock, valued at approximately $2,469,312.84. This represents a 11.27 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction dated 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 sale, the insider now directly owns 59,488 shares in the company, valued at approximately $5,568,076.80. This trade represents a 1.65 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders 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.