TransUnion (NYSE:TRU) Releases Q2 2026 Earnings Guidance

TransUnion (NYSE:TRU - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.130-1.150 for the period, compared to the consensus earnings per share estimate of 1.150. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Mizuho assumed coverage on TransUnion in a research note on Thursday, April 16th. They set a "neutral" rating and a $80.00 target price on the stock. Morgan Stanley dropped their price objective on TransUnion from $105.00 to $100.00 and set an "overweight" rating for the company in a report on Wednesday, March 11th. Robert W. Baird set a $107.00 price objective on TransUnion in a research report on Friday, February 13th. Wells Fargo & Company reduced their target price on TransUnion from $100.00 to $90.00 and set an "overweight" rating on the stock in a research note on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $111.00 target price on shares of TransUnion in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, TransUnion presently has a consensus rating of "Moderate Buy" and a consensus price target of $92.53.

TransUnion Stock Performance

TRU stock opened at $71.15 on Tuesday. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The business's fifty day simple moving average is $72.85 and its two-hundred day simple moving average is $78.69. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The firm has a market cap of $13.73 billion, a price-to-earnings ratio of 30.67, a PEG ratio of 1.29 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, hitting analysts' consensus estimates of $1.18. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.25 billion. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Analysts predict that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. This is an increase from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Thursday, February 26th. TransUnion's payout ratio is 21.55%.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the firm's stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider owned 89,711 shares in the company, valued at approximately $6,279,770. This trade represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of the firm's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the transaction, the executive vice president owned 41,063 shares in the company, valued at approximately $3,177,044.31. This represents a 9.01% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 13,729 shares of company stock worth $1,031,619. Corporate insiders own 0.37% of the company's stock.

Hedge Funds Weigh In On TransUnion

Several institutional investors have recently made changes to their positions in the company. Dodge & Cox purchased a new position in shares of TransUnion during the fourth quarter valued at $843,952,000. State Street Corp boosted its position in TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider's stock valued at $585,844,000 after purchasing an additional 50,232 shares in the last quarter. Janus Henderson Group PLC boosted its position in TransUnion by 1.9% during the fourth quarter. Janus Henderson Group PLC now owns 3,447,235 shares of the business services provider's stock valued at $295,600,000 after purchasing an additional 63,788 shares in the last quarter. Invesco Ltd. boosted its position in TransUnion by 5.8% during the fourth quarter. Invesco Ltd. now owns 2,789,658 shares of the business services provider's stock valued at $239,213,000 after purchasing an additional 151,882 shares in the last quarter. Finally, Theleme Partners LLP boosted its position in TransUnion by 16.1% during the second quarter. Theleme Partners LLP now owns 2,108,357 shares of the business services provider's stock valued at $185,535,000 after purchasing an additional 293,000 shares in the last quarter.

TransUnion Company Profile

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company's offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.