TransUnion (NYSE:TRU) Releases FY 2026 Earnings Guidance

Posted by Brian Himes on Sep 25th, 2026

TransUnion (NYSE:TRU – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 4.750-4.830 for the period, compared to the consensus earnings per share estimate of 4.700. The company issued revenue guidance of $5.1 billion-$5.2 billion, compared to the consensus revenue estimate of $5.2 billion. TransUnion also updated its Q3 2026 guidance to 1.180-1.210 EPS.

TransUnion Stock Performance

TRU stock opened at $67.37 on Friday. TransUnion has a twelve month low of $63.37 and a twelve month high of $89.12. The firm has a market cap of $12.91 billion, a price-to-earnings ratio of 17.77, a PEG ratio of 1.19 and a beta of 1.54. The business’s fifty day simple moving average is $79.31 and its two-hundred day simple moving average is $73.99. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts predict that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a $0.1250 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, August 20th. TransUnion’s dividend payout ratio is currently 13.19%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Barclays raised their target price on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. BMO Capital Markets increased their price objective on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Needham & Company LLC raised their price objective on TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Robert W. Baird lifted their target price on TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Finally, Wall Street Zen upgraded TransUnion from a “hold” rating to a “buy” rating in a report on Tuesday. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $94.56.

View Our Latest Research Report on TransUnion

Insider Buying and Selling

In other TransUnion news, insider Todd Skinner sold 1,000 shares of TransUnion stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total value of $84,420.00. Following the transaction, the insider directly owned 55,764 shares of the company’s stock, valued at approximately $4,707,596.88. The trade was a 1.76% 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer Williams sold 1,070 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the completion of the sale, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at $365,934.39. The trade was a 19.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 73,697 shares of company stock valued at $5,861,807 over the last quarter. Insiders own 0.37% of the company’s stock.

TransUnion News Summary

Here are the key news stories impacting TransUnion this week:

Positive Sentiment: TransUnion reaffirmed its third-quarter and full-year 2026 guidance, signaling that management does not expect the CFO transition to disrupt operations, strategic priorities, long-term financial targets, or capital allocation. Third-quarter adjusted EPS guidance is $1.18–$1.21, while full-year adjusted EPS guidance is $4.75–$4.83. TransUnion Says CFO Todd Cello To Step Down By Year-end; Backs Q3, FY26 Outlook
Positive Sentiment: CFO Todd Cello will remain in the role through December 31, 2026, then serve as a full-time advisor through March 1, 2027. The extended transition period could help limit execution risk while the company searches for a successor. TransUnion Announces Chief Financial Officer Transition
Neutral Sentiment: The updated full-year outlook calls for revenue of approximately $5.1 billion–$5.2 billion, broadly around analyst expectations, while the EPS range is above the cited consensus estimate of $4.70. This provides some fundamental support but did not offset investor concerns about leadership continuity.
Negative Sentiment: Cello plans to step down after 29 years at TransUnion, including nine years as CFO. Investors appear concerned about replacing a long-tenured finance chief and the potential for transition or execution risk, even though the departure is described as a personal decision. Update: TransUnion Shares Fall After Announcing CFO Transition
Negative Sentiment: Recent market commentary indicated increased caution around the succession process, including a lower analyst price target. Separately, reported insider activity shows 19 open-market sales and no purchases over the past six months, adding to the cautious tone, although insider transactions may reflect personal financial decisions.

TransUnion Company Profile

(Get Free Report)

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.