Seaport Res Ptn Comments on TransUnion Q3 Earnings

Key Points

• Seaport Res Ptn has forecasted TransUnion's Q3 2025 earnings per share (EPS) at $0.88 and set an annual EPS estimate of $3.60 for FY2025, maintaining a "Hold" rating for the stock.
• TransUnion's stock has recently experienced a 5.3% increase amid changes in price targets from various analysts, including cuts from Goldman Sachs and raises from BMO Capital Markets and Needham & Company.
• The company reported a quarterly dividend of $0.115 per share, and its recent earnings data showed a strong performance with revenue growth of 9.5% compared to the same quarter last year.

TransUnion (NYSE:TRU - Free Report) - Research analysts at Seaport Res Ptn issued their Q3 2025 earnings per share (EPS) estimates for shares of TransUnion in a note issued to investors on Wednesday, October 1st. Seaport Res Ptn analyst J. Mazzoni forecasts that the business services provider will post earnings per share of $0.88 for the quarter. Seaport Res Ptn has a "Hold" rating on the stock. The consensus estimate for TransUnion's current full-year earnings is $3.99 per share. Seaport Res Ptn also issued estimates for TransUnion's Q4 2025 earnings at $0.85 EPS and FY2025 earnings at $3.60 EPS.

Several other research firms have also recently weighed in on TRU. The Goldman Sachs Group cut their target price on TransUnion from $96.00 to $83.00 and set a "neutral" rating for the company in a research note on Thursday. BMO Capital Markets raised their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a report on Friday, July 25th. UBS Group reissued a "neutral" rating and set a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a report on Friday, July 25th. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective on the stock in a report on Wednesday, September 3rd. Finally, Oppenheimer raised their target price on TransUnion from $100.00 to $108.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Eleven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $110.79.

TransUnion Stock Up 5.3%

NYSE:TRU opened at $77.39 on Monday. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. The business's fifty day moving average price is $89.21 and its 200 day moving average price is $86.61. The firm has a market capitalization of $15.08 billion, a price-to-earnings ratio of 38.70, a PEG ratio of 2.17 and a beta of 1.71. TransUnion has a 1-year low of $66.38 and a 1-year high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping analysts' consensus estimates of $0.99 by $0.09. The company had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The company's quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.99 EPS. 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. Shareholders of record on Friday, August 22nd were paid a dividend of $0.115 per share. The ex-dividend date was Friday, August 22nd. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. TransUnion's payout ratio is 23.00%.

Insider Transactions at TransUnion

In other news, EVP Heather J. Russell sold 5,337 shares of the business's stock in a transaction that occurred on Friday, September 5th. The stock was sold at an average price of $90.01, for a total value of $480,383.37. Following the transaction, the executive vice president owned 23,011 shares in the company, valued at $2,071,220.11. The trade was a 18.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the business's stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $92.89, for a total value of $90,289.08. Following the completion of 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 position. The disclosure for this sale can be found here. Insiders have sold 10,309 shares of company stock worth $919,839 in the last 90 days. Insiders own 0.25% of the company's stock.

Institutional Investors Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently bought and sold shares of TRU. Wellington Management Group LLP increased its holdings in shares of TransUnion by 61.2% in the first quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock worth $902,761,000 after purchasing an additional 4,128,104 shares during the period. Independent Franchise Partners LLP increased its holdings in shares of 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 worth $408,927,000 after purchasing an additional 2,530,335 shares during the period. Massachusetts Financial Services Co. MA increased its holdings in shares of 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 purchasing an additional 2,134,342 shares during the period. Norges Bank bought a new position in shares of TransUnion in the second quarter worth $150,333,000. Finally, William Blair Investment Management LLC increased its holdings in shares of TransUnion by 41.7% in 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 purchasing an additional 1,394,813 shares during the period.

TransUnion Company Profile

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.

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