TransUnion Q2 EPS Forecast Decreased by Redburn Atlantic

TransUnion (NYSE:TRU - Free Report) - Analysts at Redburn Atlantic lowered their Q2 2025 earnings per share (EPS) estimates for shares of TransUnion in a note issued to investors on Tuesday, April 15th. Redburn Atlantic analyst S. Clinch now expects that the business services provider will post earnings of $0.95 per share for the quarter, down from their prior estimate 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 - Get Free Report) 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 during the quarter, compared to the consensus estimate of $1.03 billion. TransUnion had a return on equity of 15.85% and a net margin of 6.80%.

TRU has been the topic of a number of other reports. UBS Group lifted their price objective on TransUnion from $102.00 to $104.00 and gave the company a "neutral" rating in a research report on Monday, February 3rd. Oppenheimer reduced their price objective on shares of TransUnion from $115.00 to $112.00 and set an "outperform" rating for the company in a research note on Tuesday, January 7th. Jefferies Financial Group dropped their target price on shares of TransUnion from $125.00 to $115.00 and set a "buy" rating for the company in a report on Wednesday, January 15th. Wells Fargo & Company dropped their price objective on TransUnion from $130.00 to $117.00 and set an "overweight" rating for the company in a research note on Monday, April 14th. Finally, Barclays dropped their target price on shares of TransUnion from $105.00 to $85.00 and set an "equal weight" rating for the company in a research report on Friday, April 4th. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating and nine have given a buy rating to the company's stock. Based on data from MarketBeat.com, TransUnion has an average rating of "Moderate Buy" and a consensus target price of $111.23.

TransUnion Stock Performance

Shares of TRU traded up $2.15 on Friday, reaching $77.71. The company's stock had a trading volume of 1,229,740 shares, compared to its average volume of 1,675,439. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The stock has a market capitalization of $15.16 billion, a P/E ratio of 53.23, a PEG ratio of 1.18 and a beta of 1.67. 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's 50 day simple moving average is $83.62 and its two-hundred day simple moving average is $93.50.

Institutional Trading of TransUnion

Several institutional investors and hedge funds have recently made changes to their positions in TRU. Townsquare Capital LLC raised its holdings in shares of TransUnion by 1.0% in the fourth quarter. Townsquare Capital LLC now owns 10,311 shares of the business services provider's stock worth $956,000 after buying an additional 100 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in TransUnion by 1.0% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,597 shares of the business services provider's stock worth $1,261,000 after acquiring an additional 131 shares during the last quarter. GAMMA Investing LLC lifted its position in TransUnion by 14.4% during the 4th quarter. GAMMA Investing LLC now owns 1,094 shares of the business services provider's stock worth $101,000 after acquiring an additional 138 shares during the period. Yousif Capital Management LLC grew its stake in TransUnion by 4.0% during the 4th quarter. Yousif Capital Management LLC now owns 3,608 shares of the business services provider's stock valued at $334,000 after purchasing an additional 139 shares during the last quarter. Finally, PNC Financial Services Group Inc. increased its holdings in shares of TransUnion by 5.6% in the fourth quarter. PNC Financial Services Group Inc. now owns 2,642 shares of the business services provider's stock valued at $245,000 after purchasing an additional 139 shares during the period.

Insider Transactions at TransUnion

In other news, EVP Venkat Achanta sold 1,821 shares of the stock in a transaction that occurred on 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 directly owns 105,443 shares in the company, valued at approximately $10,095,112.82. This represents a 1.70 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction on Tuesday, April 1st. The shares were sold at an average price of $83.31, for a total value of $83,310.00. Following the transaction, the insider now owns 77,393 shares of the company's stock, valued at approximately $6,447,610.83. The trade was a 1.28 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 4,021 shares of company stock worth $372,751. 0.25% of the stock is currently owned by insiders.

TransUnion Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 14th. Stockholders of record on Thursday, February 27th were paid a $0.115 dividend. The ex-dividend date was Thursday, February 27th. This represents a $0.46 annualized dividend and a dividend yield of 0.59%. This is an increase from TransUnion's previous quarterly dividend of $0.11. TransUnion's dividend payout ratio is currently 31.51%.

TransUnion announced that its Board of Directors has approved a stock 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 purchase up to 2.6% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's management believes its stock is undervalued.

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.