Redburn Atlantic Has Negative View of TransUnion Q2 Earnings

TransUnion (NYSE:TRU) – Equities researchers at Redburn Atlantic decreased their Q2 2025 earnings estimates for TransUnion in a research report issued to clients and investors on Tuesday, April 15th. Redburn Atlantic analyst S. Clinch now forecasts that the business services provider will earn $0.95 per share for the quarter, down from their previous 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 posted its quarterly earnings data on Thursday, February 13th. The business services provider reported $0.83 earnings per share for the quarter, missing the consensus estimate of $0.97 by ($0.14). TransUnion had a return on equity of 15.85% and a net margin of 6.80%. The business had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $1.03 billion.

Other equities research analysts also recently issued research reports about the company. Barclays decreased their price objective on TransUnion from $105.00 to $85.00 and set an “equal weight” rating for the company in a report on Friday, April 4th. Morgan Stanley lowered their price objective on shares of TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Tuesday, January 28th. Wells Fargo & Company decreased their target price on shares of TransUnion from $130.00 to $117.00 and set an “overweight” rating for the company in a research report on Monday. Jefferies Financial Group dropped their price target 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. Finally, Oppenheimer decreased their price objective on TransUnion from $115.00 to $112.00 and set an “outperform” rating for the company in a report on Tuesday, January 7th. One analyst has rated the stock with a sell rating, four have issued a hold rating and nine have issued a buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $111.23.

TransUnion Price Performance

TRU stock opened at $72.88 on Friday. The company’s 50-day moving average is $85.00 and its 200-day moving average is $94.25. TransUnion has a 1 year low of $66.07 and a 1 year high of $113.17. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.70 and a quick ratio of 1.70. The stock has a market capitalization of $14.22 billion, a PE ratio of 49.92, a price-to-earnings-growth ratio of 1.18 and a beta of 1.67.

TransUnion Increases Dividend

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

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

Insider Transactions at TransUnion

In other TransUnion news, EVP Venkat Achanta sold 1,821 shares of the firm’s stock in a transaction dated Wednesday, February 26th. The stock was sold at an average price of $95.74, for a total value of $174,342.54. Following the sale, the executive vice president now owns 105,443 shares of the company’s stock, valued at $10,095,112.82. This trade represents a 1.70 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, April 1st. The stock was sold at an average price of $83.31, for a total transaction of $83,310.00. Following the completion of the transaction, the insider now owns 77,393 shares in the company, valued at approximately $6,447,610.83. This trade represents a 1.28 % 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. Company insiders own 0.22% of the company’s stock.

Institutional Trading of TransUnion

Hedge funds have recently made changes to their positions in the stock. Hengehold Capital Management LLC raised its position in TransUnion by 29.1% during the first quarter. Hengehold Capital Management LLC now owns 6,320 shares of the business services provider’s stock valued at $524,000 after purchasing an additional 1,424 shares in the last quarter. Opal Wealth Advisors LLC purchased a new position in shares of TransUnion during the 1st quarter valued at about $127,000. New Century Financial Group LLC boosted its stake in TransUnion by 8.7% in the first quarter. New Century Financial Group LLC now owns 2,643 shares of the business services provider’s stock worth $219,000 after buying an additional 212 shares in the last quarter. Fifth Third Bancorp boosted its stake in TransUnion by 105.3% in the first quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock worth $35,000 after buying an additional 217 shares in the last quarter. Finally, Handelsbanken Fonder AB raised its stake in shares of TransUnion by 4.9% during the first quarter. Handelsbanken Fonder AB now owns 39,174 shares of the business services provider’s stock worth $3,251,000 after acquiring an additional 1,819 shares in the last quarter.

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.