TransUnion (NYSE:TRU) Announces Quarterly Earnings Results

TransUnion (NYSE:TRU) issued its quarterly earnings results on Tuesday. The business services provider reported $1.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.21 by $0.04, FiscalAI reports. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.31 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.10 earnings per share.

TransUnion Stock Down 0.8%

Shares of NYSE:TRU traded down $0.62 during trading on Tuesday, hitting $79.00. 293,499 shares of the company were exchanged, compared to its average volume of 2,541,298. The stock has a market cap of $15.14 billion, a price-to-earnings ratio of 20.85, a P/E/G ratio of 1.48 and a beta of 1.58. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm has a fifty day moving average price of $75.01 and a two-hundred day moving average price of $74.45. TransUnion has a fifty-two week low of $60.96 and a fifty-two week high of $89.12.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were issued a dividend of $0.1250 per share. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date was Thursday, August 20th. TransUnion’s dividend payout ratio is presently 13.19%.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Alicia Zuiker sold 8,673 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares of the company’s stock, valued at $3,287,396.67. This represents a 17.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,070 shares of the company’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the completion of the transaction, the chief accounting officer owned 4,327 shares in the company, valued at $365,934.39. This trade represents a 19.83% 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 sold 41,377 shares of company stock worth $3,200,570 in the last three months. 0.37% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have commented on TRU shares. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Stifel Nicolaus increased their target price on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Royal Bank Of Canada decreased their price target on TransUnion from $100.00 to $92.00 and set an “outperform” rating for the company in a research note on Friday, October 16th. Wells Fargo & Company boosted their target price on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, BMO Capital Markets lifted their price target on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.19.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported third-quarter adjusted earnings of $1.25 per share, exceeding the $1.21 analyst consensus and rising from $1.10 a year earlier. Revenue reached $1.31 billion, up 12.2% year over year and roughly in line with expectations. TransUnion Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised its outlook despite mortgage-related headwinds, signaling confidence in the company’s underlying operations and growth trajectory. TransUnion Q3 2026 Earnings
• Positive Sentiment: The board increased the quarterly dividend by 8% to $0.135 per share and expanded the share-repurchase authorization to $2 billion. The moves may support the stock by improving capital returns and signaling management’s confidence in future cash flow. TransUnion Raises Dividend and Expands Buyback
• Positive Sentiment: TransUnion also launched transaction matching for merchants, expanding its data and fraud-management offerings, although the near-term financial impact is unclear. TransUnion Launches Transaction Matching
• Neutral Sentiment: Quarterly revenue guidance was described as slightly below expectations in one report, creating a modest offset to the earnings beat and broader outlook increase. TransUnion Q3 Guidance
• Negative Sentiment: Investors continue to monitor mortgage-market weakness, potential changes to credit-score regulations and the planned year-end departure of CFO Todd Cello. Recent insider activity also showed selling without reported purchases, which may weigh on sentiment. TransUnion Pre-Earnings Headwinds

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. The company collects, analyzes and delivers data related to credit, identity, fraud and consumer behavior, serving customers across financial services, insurance, healthcare, retail, telecommunications and other industries.

Its products and services include consumer credit reports and scores, credit-risk assessment, marketing and audience insights, identity verification, fraud detection, investigative tools and decisioning software.