TransUnion (NYSE:TRU) Releases FY 2025 Earnings Guidance

TransUnion (NYSE:TRU) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.930-4.080 for the period, compared to the consensus earnings per share estimate of 4.380. The company issued revenue guidance of $4.3 billion-$4.4 billion, compared to the consensus revenue estimate of $4.5 billion. TransUnion also updated its Q1 2025 guidance to 0.960-0.990 EPS.

TransUnion Price Performance

TRU traded down $0.66 on Friday, reaching $99.60. The stock had a trading volume of 949,641 shares, compared to its average volume of 1,535,966. The firm has a 50-day moving average of $95.09 and a 200-day moving average of $97.75. TransUnion has a fifty-two week low of $66.07 and a fifty-two week high of $113.17. The company has a market capitalization of $19.41 billion, a price-to-earnings ratio of 86.63, a price-to-earnings-growth ratio of 1.16 and a beta of 1.63. 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 (NYSE:TRU) last announced its quarterly 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 anticipate that TransUnion will post 3.44 EPS for the current year.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Shareholders of record on Thursday, February 27th will be paid a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.46%. This is a positive change from TransUnion’s previous quarterly dividend of $0.11. TransUnion’s payout ratio is 36.52%.

TransUnion declared that its Board of Directors has initiated a share repurchase plan on Thursday, February 13th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the business services provider to repurchase up to 2.6% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Robert W. Baird upped their target price on shares of TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a report on Thursday, October 24th. Oppenheimer cut their target price on TransUnion from $115.00 to $112.00 and set an “outperform” rating on the stock in a research report on Tuesday, January 7th. William Blair reissued an “outperform” rating on shares of TransUnion in a research report on Friday. Needham & Company LLC restated a “hold” rating on shares of TransUnion in a report on Friday. Finally, Jefferies Financial Group dropped their target price on shares of TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 15th. Six research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $107.63.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on Thursday, January 2nd. The shares were sold at an average price of $93.60, for a total value of $93,600.00. Following the completion of the transaction, the insider now directly owns 59,488 shares in the company, valued at approximately $5,568,076.80. This represents a 1.65 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director George M. Awad sold 12,000 shares of TransUnion stock in a transaction that occurred on Monday, November 25th. The shares were sold at an average price of $100.00, for a total value of $1,200,000.00. Following the sale, the director now directly owns 27,026 shares in the company, valued at approximately $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. Insiders have sold a total of 18,590 shares of company stock worth $1,854,218 over the last ninety days. Company insiders own 0.22% of the company’s stock.

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.