TransUnion (NYSE:TRU) Issues Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.960-0.990 for the period, compared to the consensus earnings per share estimate of 1.040. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. TransUnion also updated its FY 2025 guidance to 3.930-4.080 EPS.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on TRU shares. Morgan Stanley lowered their price target on TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Tuesday, January 28th. Royal Bank of Canada reaffirmed an “outperform” rating and set a $121.00 target price on shares of TransUnion in a research note on Thursday, October 24th. Needham & Company LLC reissued a “hold” rating on shares of TransUnion in a research report on Friday. Robert W. Baird raised their price target on shares of TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a report on Thursday, October 24th. Finally, Jefferies Financial Group dropped their price objective on shares of TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, January 15th. Six investment analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $107.63.

TransUnion Stock Performance

Shares of TransUnion stock traded down $0.66 on Friday, reaching $99.60. The stock had a trading volume of 949,641 shares, compared to its average volume of 1,535,966. The stock has a market cap of $19.41 billion, a P/E ratio of 86.63, a price-to-earnings-growth ratio of 1.16 and a beta of 1.63. The company has a debt-to-equity ratio of 1.19, a quick ratio of 1.68 and a current ratio of 1.68. TransUnion has a fifty-two week low of $66.07 and a fifty-two week high of $113.17. The business’s 50-day moving average price is $95.09 and its two-hundred day moving average price is $97.75.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, February 13th. The business services provider reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.97 by ($0.14). TransUnion had a net margin of 5.47% and a return on equity of 15.38%. On average, sell-side analysts forecast that TransUnion will post 3.44 EPS for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Thursday, February 27th will be given a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.46%. This is a boost from TransUnion’s previous quarterly dividend of $0.11. TransUnion’s dividend payout ratio is currently 36.52%.

TransUnion declared that its board has approved a stock buyback plan on Thursday, February 13th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the business services provider to purchase up to 2.6% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling at TransUnion

In other news, Director George M. Awad sold 12,000 shares of TransUnion stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $100.00, for a total transaction of $1,200,000.00. Following the sale, the director now owns 27,026 shares of the company’s stock, valued at approximately $2,702,600. This trade represents a 30.75 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 1,500 shares of the firm’s stock in a transaction on Monday, December 2nd. The stock was sold at an average price of $100.73, for a total value of $151,095.00. Following the completion of the transaction, the insider now directly owns 60,488 shares of the company’s stock, valued at approximately $6,092,956.24. This trade represents a 2.42 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 18,590 shares of company stock valued at $1,854,218 in the last ninety days. Company insiders own 0.22% of the company’s stock.

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.