TransUnion (NYSE:TRU) Issues 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.

Wall Street Analyst Weigh In

Several research firms have commented on TRU. Wells Fargo & Company decreased their price objective on shares of TransUnion from $124.00 to $118.00 and set an “overweight” rating on the stock in a report on Friday, July 25th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, October 8th. Oppenheimer assumed coverage on TransUnion in a report on Monday, October 13th. They set an “outperform” rating and a $93.00 price objective for the company. Needham & Company LLC reiterated a “buy” rating and set a $115.00 target price on shares of TransUnion in a research note on Monday. Finally, Seaport Res Ptn upgraded TransUnion to a “hold” rating in a research note on Wednesday, October 1st. Ten analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $108.15.

TransUnion Trading Down 0.4%

Shares of NYSE:TRU opened at $80.61 on Thursday. The business’s 50 day simple moving average is $85.60 and its 200 day simple moving average is $86.18. TransUnion has a 1 year low of $66.38 and a 1 year high of $113.17. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. The company has a market capitalization of $15.70 billion, a P/E ratio of 40.30, a P/E/G ratio of 2.15 and a beta of 1.71.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share (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 company had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same period in the prior year, the firm posted $0.99 EPS. TransUnion’s quarterly revenue was up 9.5% on a year-over-year basis. On average, research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

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

Insider Transactions at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 755 shares of the business’s stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $88.46, for a total transaction of $66,787.30. Following the completion of the transaction, the chief accounting officer directly owned 5,691 shares in the company, valued at $503,425.86. The trade was a 11.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total value of $83,190.00. Following the sale, the insider owned 64,592 shares of the company’s stock, valued at $5,373,408.48. The trade was a 1.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 10,309 shares of company stock valued at $919,839. Company insiders own 0.22% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Institutional investors have recently added to or reduced their stakes in the stock. Theleme Partners LLP lifted its stake in TransUnion by 16.1% in the 2nd quarter. Theleme Partners LLP now owns 2,108,357 shares of the business services provider’s stock valued at $185,535,000 after purchasing an additional 293,000 shares during the last quarter. Meridiem Capital Partners LP bought a new position in shares of TransUnion in the 2nd quarter valued at $24,558,000. Holocene Advisors LP boosted its holdings in shares of TransUnion by 869.8% during the 2nd quarter. Holocene Advisors LP now owns 144,515 shares of the business services provider’s stock valued at $12,717,000 after acquiring an additional 129,614 shares in the last quarter. Sone Capital Management LLC grew its position in TransUnion by 408.9% during the 2nd quarter. Sone Capital Management LLC now owns 144,512 shares of the business services provider’s stock worth $12,717,000 after acquiring an additional 116,113 shares during the last quarter. Finally, BNP Paribas Financial Markets increased its holdings in TransUnion by 177.8% in the 2nd quarter. BNP Paribas Financial Markets now owns 174,502 shares of the business services provider’s stock worth $15,356,000 after purchasing an additional 111,682 shares in the last quarter.

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.