Rothschild Redb Estimates TransUnion Q1 Earnings

Key Points

• Rothschild Redb estimates TransUnion's Q1 2026 earnings per share (EPS) to be $1.04, with full-year EPS expected to be $3.99.
• Recent analyst reports include Goldman Sachs lowering its price target to $83.00 and setting a "neutral" rating, while UBS upgraded its target to $105.00 with a "neutral" rating as well.
• TransUnion recently announced a quarterly dividend of $0.115 per share, reflecting a dividend yield of 0.6% and a payout ratio of 23%.

TransUnion (NYSE:TRU - Free Report) - Rothschild Redb issued their Q1 2026 earnings per share (EPS) estimates for shares of TransUnion in a report released on Tuesday, October 14th. Rothschild Redb analyst S. Clinch anticipates that the business services provider will post earnings of $1.04 per share for the quarter. The consensus estimate for TransUnion's current full-year earnings is $3.99 per share. Rothschild Redb also issued estimates for TransUnion's Q2 2026 earnings at $1.02 EPS, Q3 2026 earnings at $1.06 EPS and Q4 2026 earnings at $1.04 EPS.

Several other equities research analysts have also recently issued reports on the stock. The Goldman Sachs Group lowered their price objective on shares of TransUnion from $96.00 to $83.00 and set a "neutral" rating for the company in a research report on Thursday, October 2nd. Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Sunday, August 3rd. Weiss Ratings reissued a "hold (c)" rating on shares of TransUnion in a research note on Wednesday, October 8th. Wells Fargo & Company decreased their target price on TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Finally, UBS Group reiterated a "neutral" rating and issued a $105.00 target price (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. Ten analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, TransUnion has a consensus rating of "Moderate Buy" and an average price target of $108.15.

TransUnion Trading Down 1.4%

NYSE TRU opened at $78.31 on Friday. The stock has a market cap of $15.25 billion, a PE ratio of 39.16, a PEG ratio of 2.14 and a beta of 1.71. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17. The company's 50-day moving average price is $86.34 and its 200-day moving average price is $86.15. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, topping analysts' consensus estimates of $0.99 by $0.09. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. During the same quarter last year, the firm posted $0.99 earnings per share. The business's revenue was up 9.5% compared to the same quarter last year. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Friday, August 22nd were issued a $0.115 dividend. The ex-dividend date was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion's dividend payout ratio (DPR) is currently 23.00%.

Insider Activity

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the transaction, the chief accounting officer owned 7,108 shares in the company, valued at $660,262.12. The trade was a 12.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the business's stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the completion of the transaction, the executive vice president owned 23,011 shares of the company's stock, valued at $2,071,220.11. This represents a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 10,309 shares of company stock worth $919,839. 0.22% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. Wellington Management Group LLP grew its stake in TransUnion by 61.2% during the 1st quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock worth $902,761,000 after buying an additional 4,128,104 shares during the last quarter. Independent Franchise Partners LLP raised its stake in TransUnion by 119.5% in the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider's stock valued at $408,927,000 after buying an additional 2,530,335 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in TransUnion by 10.9% in the first quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider's stock worth $1,798,765,000 after acquiring an additional 2,134,342 shares in the last quarter. Norges Bank purchased a new stake in shares of TransUnion during the second quarter worth about $150,333,000. Finally, William Blair Investment Management LLC grew its stake in shares of TransUnion by 41.7% during the second quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider's stock worth $417,041,000 after acquiring an additional 1,394,813 shares during 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.