TransUnion (NYSE:TRU) Issues FY 2026 Earnings Guidance

Key Points

• TransUnion issued FY 2026 guidance of $4.75–$4.83 in EPS and $5.1–$5.2 billion in revenue, while setting Q3 EPS guidance at $1.18–$1.21.
• The company’s latest quarterly results exceeded expectations, with EPS of $1.23 versus a $1.16 consensus estimate and revenue of $1.31 billion, up 14.9% year over year.
• Analysts maintain a “Moderate Buy” consensus with a $94.69 average price target; TransUnion also pays a $0.125 quarterly dividend, equal to a 0.7% yield.

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 Price Performance

TRU stock opened at $70.98 on Thursday. The company has a fifty day simple moving average of $79.57 and a two-hundred day simple moving average of $74.06. TransUnion has a 52 week low of $63.37 and a 52 week high of $89.12. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm has a market capitalization of $13.60 billion, a P/E ratio of 18.73, a price-to-earnings-growth ratio of 1.19 and a beta of 1.54.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the business posted $1.08 earnings per share. The firm's revenue was up 14.9% on a year-over-year basis. 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 anticipate that TransUnion will post 4.23 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion's payout ratio is presently 13.19%.

Analysts Set New Price Targets

TRU has been the subject of several recent analyst reports. Wells Fargo & Company boosted their target price on TransUnion from $90.00 to $102.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. Weiss Ratings upgraded TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a report on Thursday, August 13th. Needham & Company LLC boosted their price target on shares of TransUnion from $95.00 to $100.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. BMO Capital Markets increased their price objective on shares of TransUnion from $85.00 to $98.00 and gave the company an "outperform" rating in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group reaffirmed a "neutral" rating and issued a $82.00 price target on shares of TransUnion in a report on Tuesday, July 28th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $94.69.

Insider Activity at TransUnion

In other news, insider Steven Chaouki sold 1,000 shares of the company's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total value of $84,420.00. Following the sale, the insider owned 79,888 shares in the company, valued at $6,744,144.96. This represents a 1.24% decrease in their ownership of the stock. The sale 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 Venkat Achanta sold 23,287 shares of the company's stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the sale, the executive vice president owned 196,912 shares in the company, valued at approximately $15,162,224. This represents a 10.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 73,697 shares of company stock worth $5,861,807 in the last three months. Company insiders own 0.37% of the company's stock.

TransUnion Company Profile

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.

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