TransUnion (NYSE:TRU) Issues Quarterly Earnings Results, Beats Expectations By $0.06 EPS

Key Points

• TransUnion reported earnings of $1.10 EPS for the quarter, exceeding analysts' estimates by $0.06, with total revenue reaching $1.17 billion.
• The company updated its guidance for Q4 2025 to 0.970-1.02 EPS and FY 2025 to 4.190-4.250 EPS.
• TransUnion announced a quarterly dividend of $0.115 per share, reflecting a 0.6% dividend yield and a payout ratio of 23%.

TransUnion (NYSE:TRU - Get Free Report) released its earnings results on Thursday. The business services provider reported $1.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.06, Briefing.com reports. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same period in the prior year, the firm posted $1.04 EPS. The firm's quarterly revenue was up 7.8% compared to the same quarter last year. TransUnion updated its Q4 2025 guidance to 0.970-1.02 EPS and its FY 2025 guidance to 4.190-4.250 EPS.

TransUnion Price Performance

Shares of NYSE TRU traded up $2.83 during midday trading on Thursday, reaching $83.50. 1,499,226 shares of the stock traded hands, compared to its average volume of 2,458,575. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. The stock has a market capitalization of $16.27 billion, a PE ratio of 41.51, a P/E/G ratio of 2.15 and a beta of 1.71. TransUnion has a one year low of $66.38 and a one year high of $109.99. The company's 50 day moving average is $85.60 and its 200 day moving average is $86.18.

TransUnion Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Wall Street Zen lowered shares of TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd. Weiss Ratings reaffirmed a "hold (c)" rating on shares of TransUnion in a report on Wednesday, October 8th. UBS Group reaffirmed a "neutral" rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. BMO Capital Markets increased their price objective on shares of TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a report on Friday, July 25th. Finally, The Goldman Sachs Group cut their price objective on shares of TransUnion from $96.00 to $83.00 and set a "neutral" rating for the company in a report on Thursday, October 2nd. Ten investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $108.15.

Insider Activity

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total transaction of $83,190.00. Following the completion of the transaction, the insider directly owned 64,592 shares in the company, valued at approximately $5,373,408.48. This represents a 1.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the stock in a transaction that occurred on Friday, September 5th. The shares were 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 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 ninety days, insiders sold 10,309 shares of company stock worth $919,839. 0.22% of the stock is currently owned by insiders.

Institutional Trading of TransUnion

Institutional investors have recently bought and sold shares of the stock. Geneos Wealth Management Inc. lifted its position in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock worth $26,000 after buying an additional 290 shares during the last quarter. Osterweis Capital Management Inc. bought a new stake in TransUnion in the second quarter worth $45,000. EverSource Wealth Advisors LLC lifted its position in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock worth $46,000 after buying an additional 197 shares during the last quarter. Headlands Technologies LLC bought a new stake in TransUnion in the second quarter worth $186,000. Finally, Teza Capital Management LLC bought a new stake in TransUnion in the second quarter worth $205,000.

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.

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