TransUnion (NYSE:TRU) Updates FY 2026 Earnings Guidance

TransUnion (NYSE:TRU) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 4.630-4.710 for the period, compared to the consensus estimate of 4.540. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $5.0 billion.

Analyst Ratings Changes

TRU has been the topic of a number of analyst reports. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Wall Street Zen raised shares of TransUnion from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. Morgan Stanley decreased their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. Wells Fargo & Company cut their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.54.

TransUnion Price Performance

TransUnion stock traded down $0.89 during midday trading on Friday, hitting $69.52. The company’s stock had a trading volume of 37,551 shares, compared to its average volume of 2,679,242. The stock’s 50-day moving average price is $72.62 and its 200-day moving average price is $79.39. The company has a market capitalization of $13.41 billion, a PE ratio of 30.06, a price-to-earnings-growth ratio of 1.30 and a beta of 1.71. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter last year, the business posted $0.97 EPS. TransUnion’s revenue was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. This is a boost from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.50 annualized dividend and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is presently 21.55%.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the sale, the insider owned 89,711 shares of the company’s stock, valued at approximately $6,279,770. The trade was a 5.28% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the sale, the executive vice president directly owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 11,746 shares of company stock worth $872,979. Insiders own 0.22% of the company’s stock.

Institutional Trading of TransUnion

A number of institutional investors and hedge funds have recently modified their holdings of TRU. Geneos Wealth Management Inc. lifted its stake in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of TransUnion in the third quarter worth $36,000. Osterweis Capital Management Inc. acquired a new stake in shares of TransUnion in the second quarter worth $45,000. EverSource Wealth Advisors LLC lifted its holdings in shares of TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after buying an additional 197 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of TransUnion during the third quarter worth approximately $62,000.

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.