TransUnion (NYSE:TRU) Updates Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU - Get Free Report) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.960-0.990 for the period, compared to the consensus EPS estimate of 1.040. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. TransUnion also updated its FY 2025 guidance to 3.930-4.080 EPS.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of research reports. Needham & Company LLC restated a "hold" rating on shares of TransUnion in a research report on Friday. 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 note on Monday, February 3rd. Stifel Nicolaus raised their price target on TransUnion from $103.00 to $120.00 and gave the stock a "buy" rating in a report on Thursday, October 24th. William Blair reaffirmed an "outperform" rating on shares of TransUnion in a research report on Friday. Finally, Royal Bank of Canada restated an "outperform" rating and set a $121.00 price target on shares of TransUnion in a research note on Thursday, October 24th. Five equities research analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to data from MarketBeat.com, TransUnion currently has an average rating of "Moderate Buy" and a consensus price target of $111.64.

TransUnion Price Performance

Shares of NYSE:TRU traded down $0.47 on Monday, reaching $99.79. 2,429,990 shares of the company were exchanged, compared to its average volume of 1,398,812. The company has a 50-day moving average of $95.13 and a 200-day moving average of $97.96. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 1.19. The firm has a market cap of $19.45 billion, a price-to-earnings ratio of 86.77, a price-to-earnings-growth ratio of 1.16 and a beta of 1.63. TransUnion has a 1-year low of $66.07 and a 1-year high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last issued 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). TransUnion had a return on equity of 15.38% and a net margin of 5.47%. The company had revenue of $1.04 billion for the quarter, compared to analyst estimates of $1.03 billion. Equities analysts forecast that TransUnion will post 3.44 earnings per share for the current fiscal year.

TransUnion Increases Dividend

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

TransUnion announced that its board has authorized a stock buyback plan on Thursday, February 13th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the business services provider to reacquire up to 2.6% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company's board believes its shares are undervalued.

Insider Activity

In other news, Director George M. Awad sold 12,000 shares of the stock in a transaction that occurred on Monday, November 25th. The shares were 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 in the company, valued at $2,702,600. This represents a 30.75 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Todd C. Skinner sold 3,090 shares of TransUnion stock in a transaction that occurred 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 transaction, the insider now owns 24,333 shares of the company's stock, valued at $2,469,312.84. This represents a 11.27 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 18,590 shares of company stock worth $1,854,218 over the last 90 days. 0.22% of the stock is currently owned by corporate insiders.

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.