TransUnion (NYSE:TRU) Releases Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU) updated its first quarter 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.960-0.990 for the period, compared to the consensus estimate of 1.040. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. TransUnion also updated its FY 2025 guidance to 3.930-4.080 EPS.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the stock. William Blair reissued an “outperform” rating on shares of TransUnion in a report on Friday. UBS Group upped their price target on shares of TransUnion from $102.00 to $104.00 and gave the stock a “neutral” rating in a report on Monday, February 3rd. Royal Bank of Canada reaffirmed an “outperform” rating and set a $121.00 price target on shares of TransUnion in a report on Thursday, October 24th. Oppenheimer cut their price target on shares of TransUnion from $115.00 to $112.00 and set an “outperform” rating for the company in a report on Tuesday, January 7th. Finally, Stifel Nicolaus upped their price target on shares of TransUnion from $103.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, October 24th. Five investment analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $111.64.

TransUnion Stock Down 0.5 %

Shares of NYSE TRU opened at $99.79 on Friday. The firm has a market cap of $19.45 billion, a PE ratio of 86.77, a P/E/G ratio of 1.16 and a beta of 1.63. TransUnion has a 12-month low of $66.07 and a 12-month high of $113.17. The company’s fifty day simple moving average is $95.13 and its 200 day simple moving average is $97.85. The company has a quick ratio of 1.68, a current ratio of 1.68 and a debt-to-equity ratio of 1.19.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, February 13th. The business services provider reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.97 by ($0.14). TransUnion had a return on equity of 15.38% and a net margin of 5.47%. As a group, sell-side analysts forecast that TransUnion will post 3.44 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Thursday, February 27th will be paid a dividend of $0.115 per share. The ex-dividend date is Thursday, February 27th. This is a positive change from TransUnion’s previous quarterly dividend of $0.11. This represents a $0.46 annualized dividend and a yield of 0.46%. TransUnion’s dividend payout ratio is currently 36.52%.

TransUnion declared that its Board of Directors has initiated a stock buyback program on Thursday, February 13th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the business services provider to purchase up to 2.6% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at TransUnion

In other news, insider Todd C. Skinner sold 3,090 shares of the stock in a transaction dated Friday, November 29th. The shares were sold at an average price of $101.48, for a total value of $313,573.20. Following the completion of the sale, the insider now owns 24,333 shares in the company, valued at $2,469,312.84. This represents a 11.27 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director George M. Awad sold 12,000 shares of the stock in a transaction dated Monday, November 25th. The shares were sold at an average price of $100.00, for a total transaction of $1,200,000.00. Following the completion of the sale, the director now owns 27,026 shares of the company’s stock, valued at approximately $2,702,600. This represents a 30.75 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 18,590 shares of company stock valued at $1,854,218. Corporate insiders own 0.22% of the company’s stock.

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.