TransUnion (NYSE:TRU) Issues Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.960-0.990 for the period, compared to the consensus EPS 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.

TransUnion Trading Up 5.8 %

Shares of TRU traded up $5.46 during midday trading on Thursday, reaching $98.93. The company had a trading volume of 2,414,290 shares, compared to its average volume of 1,515,511. TransUnion has a 1-year low of $66.07 and a 1-year high of $113.17. The stock has a market cap of $19.28 billion, a PE ratio of 86.18, a price-to-earnings-growth ratio of 1.16 and a beta of 1.63. The firm has a 50 day simple moving average of $95.09 and a 200-day simple moving average of $97.75. 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 analysts’ consensus estimates of $0.97 by ($0.14). TransUnion had a return on equity of 15.38% and a net margin of 5.47%. Research analysts forecast that TransUnion will post 3.44 EPS for the current fiscal year.

TransUnion Increases Dividend

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

Analysts Set New Price Targets

TRU has been the subject of a number of recent analyst reports. Robert W. Baird raised their price objective on TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, October 24th. Morgan Stanley dropped their target price on TransUnion from $130.00 to $127.00 and set an “overweight” rating for the company in a research report on Tuesday, January 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of TransUnion in a research report on Thursday, January 16th. Royal Bank of Canada reaffirmed an “outperform” rating and issued a $121.00 target price on shares of TransUnion in a research report on Thursday, October 24th. Finally, Stifel Nicolaus lifted their target price on TransUnion from $103.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, October 24th. Six investment analysts have rated the stock with a hold rating and ten have given a buy rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $107.63.

Insider Buying and Selling at TransUnion

In other news, insider Todd C. Skinner sold 3,090 shares of the business’s stock in a transaction that occurred on Friday, November 29th. The stock was sold at an average price of $101.48, for a total value of $313,573.20. Following the transaction, the insider now owns 24,333 shares of the company’s stock, valued at approximately $2,469,312.84. The trade was a 11.27 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred 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. The trade was a 1.65 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 18,590 shares of company stock worth $1,854,218. 0.22% of the stock is owned by insiders.

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.