TransUnion (NYSE:TRU) Announces Earnings Results

TransUnion (NYSE:TRU) issued its quarterly earnings data on Thursday. The business services provider reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14), Zacks reports. TransUnion had a net margin of 5.47% and a return on equity of 15.38%. TransUnion updated its FY 2025 guidance to 3.930-4.080 EPS and its Q1 2025 guidance to 0.960-0.990 EPS.

TransUnion Stock Performance

TRU traded up $4.92 during trading hours on Thursday, hitting $98.39. The company’s stock had a trading volume of 2,138,022 shares, compared to its average volume of 1,505,400. TransUnion has a fifty-two week low of $66.07 and a fifty-two week high of $113.17. The firm has a market capitalization of $19.18 billion, a PE ratio of 85.65, a PEG ratio of 1.16 and a beta of 1.63. The company has a 50-day simple moving average of $95.09 and a 200 day simple moving average of $97.75. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 1.19.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Thursday, February 27th will be given a $0.115 dividend. This is a boost from TransUnion’s previous quarterly dividend of $0.11. This represents a $0.46 annualized dividend and a yield of 0.47%. TransUnion’s dividend payout ratio (DPR) is currently 36.52%.

Insider Activity

In other news, insider Steven M. Chaouki sold 1,500 shares of TransUnion stock in a transaction on Monday, December 2nd. The stock was sold at an average price of $100.73, for a total transaction of $151,095.00. Following the transaction, the insider now directly owns 60,488 shares in the company, valued at approximately $6,092,956.24. This trade represents a 2.42 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director George M. Awad sold 12,000 shares of TransUnion stock in a transaction on Monday, November 25th. The stock was sold at an average price of $100.00, for a total value of $1,200,000.00. Following the completion of the transaction, the director now owns 27,026 shares in the company, valued at $2,702,600. The trade was a 30.75 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 18,590 shares of company stock worth $1,854,218. 0.22% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Oppenheimer lowered their price objective on TransUnion from $115.00 to $112.00 and set an “outperform” rating for the company in a research note on Tuesday, January 7th. Morgan Stanley lowered their price objective on TransUnion from $130.00 to $127.00 and set an “overweight” rating for the company in a research note on Tuesday, January 28th. Jefferies Financial Group lowered their price objective on TransUnion from $125.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, January 15th. UBS Group increased their target price on TransUnion from $102.00 to $104.00 and gave the stock a “neutral” rating in a report on Monday, February 3rd. Finally, Stifel Nicolaus increased their target price on TransUnion from $103.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, October 24th. Six equities research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company’s stock. Based on data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $107.63.

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.