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 guidance of 4.190-4.250 for the period, compared to the consensus earnings per share estimate of 3.960. The company issued revenue guidance of $4.5 billion-$4.5 billion, compared to the consensus revenue estimate of $4.5 billion. TransUnion also updated its Q4 2025 guidance to 0.970-1.02 EPS.

TransUnion Price Performance

TRU stock opened at $80.61 on Thursday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 2.02 and a current ratio of 2.03. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17. The company has a market capitalization of $15.70 billion, a P/E ratio of 40.30, a PEG ratio of 2.15 and a beta of 1.71. The company has a fifty day moving average price of $85.60 and a 200-day moving average price of $86.18.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping the consensus estimate of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The firm had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. During the same period in the previous year, the business earned $0.99 EPS. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. As a group, equities analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Friday, August 22nd were paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s dividend payout ratio is currently 23.00%.

Analyst Ratings Changes

A number of brokerages recently weighed in on TRU. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. BMO Capital Markets lifted their price objective on TransUnion from $115.00 to $118.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Wells Fargo & Company cut their target price on TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a research report on Friday, July 25th. Oppenheimer assumed coverage on TransUnion in a research note on Monday, October 13th. They set an “outperform” rating and a $93.00 target price for the company. Finally, Needham & Company LLC reissued a “buy” rating and issued a $115.00 price target on shares of TransUnion in a research note on Monday. Ten equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $108.15.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total transaction of $83,190.00. Following the transaction, the insider directly owned 64,592 shares in the company, valued at approximately $5,373,408.48. The trade was a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the sale, the chief accounting officer owned 7,108 shares of the company’s stock, valued at approximately $660,262.12. This trade represents a 12.03% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 10,309 shares of company stock valued at $919,839 in the last three months. 0.22% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. Osterweis Capital Management Inc. bought a new stake in TransUnion in the second quarter worth about $45,000. EverSource Wealth Advisors LLC boosted its stake in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares during the last quarter. Headlands Technologies LLC bought a new position in shares of TransUnion during the 2nd quarter valued at approximately $186,000. Finally, IHT Wealth Management LLC purchased a new stake in shares of TransUnion during the 2nd quarter worth approximately $205,000.

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.