Redburn Atlantic Predicts Weaker Earnings for TransUnion

TransUnion (NYSE:TRU) – Investment analysts at Redburn Atlantic dropped their Q2 2025 earnings estimates for shares of TransUnion in a report released on Tuesday, April 15th. Redburn Atlantic analyst S. Clinch now anticipates that the business services provider will earn $0.95 per share for the quarter, down from their prior forecast of $0.97. The consensus estimate for TransUnion’s current full-year earnings is $3.99 per share. Redburn Atlantic also issued estimates for TransUnion’s Q3 2025 earnings at $0.90 EPS and Q4 2025 earnings at $0.90 EPS.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 13th. The business services provider reported $0.83 EPS for the quarter, missing the consensus estimate of $0.97 by ($0.14). The firm had revenue of $1.04 billion for the quarter, compared to the consensus estimate of $1.03 billion. TransUnion had a net margin of 6.80% and a return on equity of 15.85%.

Other analysts have also recently issued research reports about the stock. William Blair reiterated an “outperform” rating on shares of TransUnion in a report on Monday, March 24th. Jefferies Financial Group cut their target price on shares of TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, January 15th. Needham & Company LLC reissued a “hold” rating on shares of TransUnion in a research note on Friday, February 14th. Bank of America started coverage on shares of TransUnion in a report on Thursday, April 10th. They issued an “underperform” rating and a $84.00 price objective for the company. Finally, Barclays reduced their target price on TransUnion from $105.00 to $85.00 and set an “equal weight” rating on the stock in a report on Friday, April 4th. One analyst has rated the stock with a sell rating, four have issued a hold rating and nine have assigned a buy rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $111.23.

TransUnion Trading Down 1.2 %

NYSE TRU opened at $72.88 on Friday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.70 and a current ratio of 1.70. TransUnion has a fifty-two week low of $66.07 and a fifty-two week high of $113.17. The stock has a market cap of $14.22 billion, a P/E ratio of 49.92, a price-to-earnings-growth ratio of 1.18 and a beta of 1.67. The stock has a 50 day simple moving average of $85.00 and a two-hundred day simple moving average of $94.25.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 14th. Stockholders of record on Thursday, February 27th were issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.63%. The ex-dividend date of this dividend was Thursday, February 27th. This is an increase from TransUnion’s previous quarterly dividend of $0.11. TransUnion’s dividend payout ratio (DPR) is presently 31.51%.

TransUnion announced that its board has initiated a stock buyback plan on Thursday, February 13th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the business services provider to buy up to 2.6% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Monday, February 3rd. The shares were sold at an average price of $95.95, for a total value of $95,950.00. Following the completion of the sale, the insider now owns 58,488 shares of the company’s stock, valued at approximately $5,611,923.60. The trade was a 1.68 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Venkat Achanta sold 1,821 shares of the business’s stock in a transaction on Wednesday, February 26th. The shares were sold at an average price of $95.74, for a total transaction of $174,342.54. Following the sale, the executive vice president now owns 105,443 shares of the company’s stock, valued at approximately $10,095,112.82. This represents a 1.70 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 4,021 shares of company stock valued at $372,751 over the last three months. Insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Charles Schwab Investment Management Inc. increased its holdings in TransUnion by 3.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 700,518 shares of the business services provider’s stock valued at $64,945,000 after buying an additional 22,826 shares during the last quarter. Jones Financial Companies Lllp grew its position in shares of TransUnion by 62.1% during the 4th quarter. Jones Financial Companies Lllp now owns 2,097 shares of the business services provider’s stock valued at $194,000 after acquiring an additional 803 shares during the period. Assenagon Asset Management S.A. grew its position in shares of TransUnion by 22.0% during the 4th quarter. Assenagon Asset Management S.A. now owns 26,308 shares of the business services provider’s stock valued at $2,439,000 after acquiring an additional 4,743 shares during the period. JPMorgan Chase & Co. increased its stake in shares of TransUnion by 39.5% in the 4th quarter. JPMorgan Chase & Co. now owns 315,530 shares of the business services provider’s stock worth $29,253,000 after purchasing an additional 89,340 shares in the last quarter. Finally, HighTower Advisors LLC raised its holdings in TransUnion by 14.5% in the 3rd quarter. HighTower Advisors LLC now owns 6,453 shares of the business services provider’s stock worth $674,000 after purchasing an additional 819 shares during the period.

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.