TransUnion (NYSE:TRU) Updates 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.

Wall Street Analyst Weigh In

A number of research firms recently commented on TRU. Oppenheimer decreased their price target 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 reiterated an “outperform” rating on shares of TransUnion in a research report on Friday. Jefferies Financial Group decreased their price objective on shares of TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 15th. Stifel Nicolaus boosted their target price on shares of TransUnion from $103.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, October 24th. Finally, Morgan Stanley decreased their price target on shares of TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a research note on Tuesday, January 28th. Six research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $107.63.

TransUnion Stock Performance

Shares of TransUnion stock traded down $0.66 during trading on Friday, hitting $99.60. 949,641 shares of the stock were exchanged, compared to its average volume of 1,535,966. TransUnion has a 1-year low of $66.07 and a 1-year high of $113.17. The stock 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 fifty day moving average price of $95.09 and a 200-day moving average price 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 (NYSE:TRU) last released its quarterly earnings data 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 net margin of 5.47% and a return on equity of 15.38%. As a group, equities analysts predict that TransUnion will post 3.44 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Stockholders 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 dividend yield of 0.46%. This is a boost from TransUnion’s previous quarterly dividend of $0.11. TransUnion’s dividend payout ratio (DPR) is currently 36.52%.

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

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on Monday, February 3rd. The stock was sold at an average price of $95.95, for a total value of $95,950.00. Following the transaction, the insider now directly owns 58,488 shares of the company’s stock, valued at $5,611,923.60. This represents a 1.68 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 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 sale, the director now directly owns 27,026 shares of the company’s stock, valued at $2,702,600. This represents a 30.75 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 18,590 shares of company stock valued at $1,854,218 in the last three months. 0.22% of the stock is currently owned by company insiders.

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.