TransUnion (NYSE:TRU) Posts Quarterly Earnings Results, Misses Expectations By $0.14 EPS

TransUnion (NYSE:TRU - Get Free Report) posted its quarterly earnings results on Thursday. The business services provider reported $0.83 EPS for the quarter, missing the consensus estimate of $0.97 by ($0.14), Zacks reports. The business had revenue of $1.04 billion during the quarter, compared to analyst estimates of $1.03 billion. TransUnion had a net margin of 5.47% and a return on equity of 15.38%. TransUnion updated its FY 2025 guidance to 3.930-4.080 EPS and its Q1 2025 guidance to 0.960-0.990 EPS.

TransUnion Price Performance

NYSE:TRU traded down $0.47 during trading hours on Monday, reaching $99.79. The company had a trading volume of 2,429,990 shares, compared to its average volume of 1,398,812. The company has a quick ratio of 1.68, a current ratio of 1.68 and a debt-to-equity ratio of 1.19. The stock has a 50-day moving average of $95.13 and a two-hundred day moving average of $97.96. TransUnion has a one year low of $66.07 and a one year high of $113.17. The firm has a market capitalization of $19.45 billion, a PE ratio of 86.77, a PEG ratio of 1.16 and a beta of 1.63.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Thursday, February 27th will be paid a $0.115 dividend. The ex-dividend date of this dividend is Thursday, February 27th. This represents a $0.46 dividend on an annualized basis and a yield of 0.46%. This is a boost from TransUnion's previous quarterly dividend of $0.11. TransUnion's payout ratio is presently 36.52%.

Insider Transactions at TransUnion

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

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

Analysts Set New Price Targets

Several brokerages recently weighed in on TRU. UBS Group lifted their price objective on shares of TransUnion from $102.00 to $104.00 and gave the company a "neutral" rating in a research report on Monday, February 3rd. Stifel Nicolaus lifted their price target on TransUnion from $103.00 to $120.00 and gave the company a "buy" rating in a report on Thursday, October 24th. Needham & Company LLC reissued a "hold" rating on shares of TransUnion in a report on Friday. Oppenheimer cut their target price on TransUnion from $115.00 to $112.00 and set an "outperform" rating on the stock in a research note on Tuesday, January 7th. Finally, William Blair reissued an "outperform" rating on shares of TransUnion in a research note on Friday. Five equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $111.64.

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.