TransUnion (NYSE:TRU) Issues Q3 2026 Earnings Guidance

TransUnion (NYSE:TRU) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.180-1.210 for the period, compared to the consensus earnings per share estimate of 1.190. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. TransUnion also updated its FY 2026 guidance to 4.750-4.830 EPS.

TransUnion Stock Performance

Shares of TransUnion stock opened at $70.98 on Thursday. The company has a 50 day moving average price of $79.57 and a 200 day moving average price of $74.06. The firm has a market capitalization of $13.60 billion, a P/E ratio of 18.73, a PEG ratio of 1.19 and a beta of 1.54. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 52 week low of $63.37 and a 52 week high of $89.12.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the company earned $1.08 earnings per share. TransUnion’s revenue for the quarter was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts expect that TransUnion will post 4.23 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were issued a $0.125 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio is presently 13.19%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Robert W. Baird lifted their target price on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research report on Tuesday, July 28th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $94.69.

Insider Activity at TransUnion

In other news, EVP Venkat Achanta sold 23,287 shares of the business’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the sale, the executive vice president directly owned 196,912 shares of the company’s stock, valued at approximately $15,162,224. The trade was a 10.58% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Mohamed Abdelsadek sold 1,250 shares of TransUnion stock in a transaction on Monday, September 14th. The shares were sold at an average price of $79.07, for a total transaction of $98,837.50. Following the completion of the transaction, the executive vice president owned 53,431 shares in the company, valued at approximately $4,224,789.17. This represents a 2.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 73,697 shares of company stock valued at $5,861,807 in the last quarter. Company insiders own 0.37% of the company’s stock.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.