TransUnion (NYSE:TRU) Updates FY 2025 Earnings Guidance

TransUnion (NYSE:TRU - Get Free Report) updated its FY 2025 earnings guidance on Thursday. 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.

Analysts Set New Price Targets

TRU has been the subject of a number of research analyst reports. Wells Fargo & Company reduced their target price on TransUnion from $135.00 to $126.00 and set an "overweight" rating for the company in a report on Friday, January 10th. Oppenheimer decreased their price objective on TransUnion from $115.00 to $112.00 and set an "outperform" rating on the stock in a report on Tuesday, January 7th. UBS Group upped their target price on shares of TransUnion from $102.00 to $104.00 and gave the stock a "neutral" rating in a report on Monday, February 3rd. Needham & Company LLC reissued a "hold" rating on shares of TransUnion in a research note on Friday. Finally, Stifel Nicolaus upped their price objective on shares of TransUnion from $103.00 to $120.00 and gave the company a "buy" rating in a research note on Thursday, October 24th. Five equities research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $111.64.

TransUnion Trading Down 0.5 %

Shares of TransUnion stock traded down $0.47 during trading hours on Monday, hitting $99.79. The company's stock had a trading volume of 2,429,990 shares, compared to its average volume of 1,398,812. The stock has a market cap of $19.45 billion, a price-to-earnings ratio of 86.77, a P/E/G ratio of 1.16 and a beta of 1.63. The company has a debt-to-equity ratio of 1.19, a quick ratio of 1.68 and a current ratio of 1.68. TransUnion has a twelve month low of $66.07 and a twelve month high of $113.17. The firm has a fifty day moving average of $95.13 and a 200-day moving average of $97.96.

TransUnion (NYSE:TRU - Get Free Report) last announced its earnings results 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). The company had revenue of $1.04 billion for the quarter, compared to analysts' expectations of $1.03 billion. 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 year.

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Shareholders 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 yield of 0.46%. This is a boost from TransUnion's previous quarterly dividend of $0.11. The ex-dividend date of this dividend is Thursday, February 27th. TransUnion's dividend payout ratio is 36.52%.

TransUnion declared that its board has initiated a stock buyback program on Thursday, February 13th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the business services provider to reacquire up to 2.6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company's management believes its shares are undervalued.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm'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 owns 59,488 shares of the company's stock, valued at $5,568,076.80. This trade represents a 1.65 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Todd C. Skinner sold 3,090 shares of the company's stock in a transaction 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 sale, the insider now directly owns 24,333 shares in the company, valued at $2,469,312.84. This represents a 11.27 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 18,590 shares of company stock worth $1,854,218 in the last three months. 0.22% of the stock is 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.