TransUnion (TRU) Projected to Post Earnings on Tuesday

TransUnion (NYSE:TRU) is expected to post its Q1 2026 results before the market opens on Tuesday, April 28th. Analysts expect TransUnion to post earnings of $1.18 per share and revenue of $1.2482 billion for the quarter. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Individuals can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Tuesday, April 28, 2026 at 9:30 AM ET.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business’s revenue was up 13.0% on a year-over-year basis. During the same period last year, the firm posted $0.97 earnings per share. On average, analysts expect TransUnion to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

TransUnion Trading Up 0.2%

TransUnion stock opened at $72.74 on Monday. The firm has a 50 day simple moving average of $72.90 and a 200-day simple moving average of $78.75. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The stock has a market capitalization of $14.04 billion, a PE ratio of 31.36, a price-to-earnings-growth ratio of 1.29 and a beta of 1.71. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39.

TransUnion Increases Dividend

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

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $69.20, for a total value of $34,600.00. Following the transaction, the insider owned 55,763 shares in the company, valued at approximately $3,858,799.60. This represents a 0.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 1,983 shares of the company’s stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $80.00, for a total transaction of $158,640.00. Following the completion of the transaction, the executive vice president owned 39,080 shares in the company, valued at approximately $3,126,400. This represents a 4.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,729 shares of company stock valued at $1,031,619 in the last ninety days. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Invesco Ltd. increased its stake in shares of TransUnion by 5.8% during the 4th quarter. Invesco Ltd. now owns 2,789,658 shares of the business services provider’s stock worth $239,213,000 after purchasing an additional 151,882 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of TransUnion by 522.6% during the 4th quarter. Corient Private Wealth LLC now owns 32,927 shares of the business services provider’s stock worth $2,823,000 after purchasing an additional 27,638 shares during the last quarter. Alberta Investment Management Corp acquired a new position in shares of TransUnion during the 4th quarter worth $1,458,000. Mercer Global Advisors Inc. ADV increased its stake in shares of TransUnion by 158.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 17,719 shares of the business services provider’s stock worth $1,519,000 after purchasing an additional 10,851 shares during the last quarter. Finally, SummitTX Capital L.P. acquired a new position in shares of TransUnion during the 4th quarter worth $947,000.

Analyst Upgrades and Downgrades

TRU has been the subject of several recent research reports. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Robert W. Baird set a $107.00 target price on shares of TransUnion in a research note on Friday, February 13th. Bank of America initiated coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. Wells Fargo & Company cut their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Finally, Stifel Nicolaus cut their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $92.53.

TransUnion Company 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.