Q1 Earnings Estimate for TransUnion Issued By Autonomous Res

TransUnion (NYSE:TRU) – Research analysts at Autonomous Res issued their Q1 2026 earnings per share (EPS) estimates for TransUnion in a research report issued to clients and investors on Tuesday, January 27th. Autonomous Res analyst K. Zhu anticipates that the business services provider will earn $0.99 per share for the quarter. The consensus estimate for TransUnion’s current full-year earnings is $3.99 per share. Autonomous Res also issued estimates for TransUnion’s Q2 2026 earnings at $1.16 EPS, Q4 2026 earnings at $1.08 EPS and FY2027 earnings at $5.12 EPS.

Other equities research analysts have also issued research reports about the stock. Stifel Nicolaus set a $103.00 target price on shares of TransUnion in a report on Friday, October 24th. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 price objective on shares of TransUnion in a research note on Monday, October 20th. Morgan Stanley decreased their target price on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Wells Fargo & Company dropped their price target on TransUnion from $118.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Finally, The Goldman Sachs Group lifted their price objective on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $101.08.

TransUnion Stock Down 3.6%

NYSE TRU opened at $81.97 on Wednesday. The business has a fifty day moving average price of $84.71 and a 200 day moving average price of $85.94. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The company has a market cap of $15.92 billion, a P/E ratio of 38.30, a P/E/G ratio of 1.60 and a beta of 1.72. TransUnion has a one year low of $66.38 and a one year high of $101.19.

Institutional Investors Weigh In On TransUnion

Several large investors have recently added to or reduced their stakes in TRU. State Street Corp raised its stake in shares of TransUnion by 62.2% in the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after acquiring an additional 2,600,425 shares in the last quarter. Independent Franchise Partners LLP raised its position in shares of TransUnion by 119.5% during the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after acquiring an additional 2,530,335 shares in the last quarter. Invesco Ltd. increased its stake in TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the last quarter. Norges Bank purchased a new position in shares of TransUnion in the 2nd quarter valued at $150,333,000. Finally, Egerton Capital UK LLP acquired a new stake in shares of TransUnion during the third quarter worth about $122,742,000.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $42,855.00. Following the completion of the transaction, the insider owned 32,225 shares of the company’s stock, valued at $2,762,004.75. This trade represents a 1.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president owned 50,427 shares in the company, valued at approximately $4,336,722. This represents a 7.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 8,318 shares of company stock valued at $704,958 over the last 90 days. 0.25% of the stock is owned by insiders.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, November 21st. TransUnion’s payout ratio is 21.50%.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion announced partnerships to ingest rental-payment data from FrontLobby, enabling on‑time rent to be reported as a separate category on TransUnion credit files — a product expansion that can increase data services revenue, deepen client relationships with housing providers and support growth in Canada. TransUnion and FrontLobby to Launch Rental Payment Reporting on Credit Files
• Positive Sentiment: TransUnion also partnered with Zenbase to bring automated rent reporting into credit reports for ~5 million Canadian renters; this expands addressable market for TransUnion’s alternative-data products and supports recurring data-fee growth if adoption by property managers scales. TransUnion and Zenbase Bring Rental Payment Information to Credit Reports
• Positive Sentiment: Autonomous Res published forward EPS modeling that shows material upside into FY2027 (EPS forecast $5.12) versus the current consensus FY2026 figure (~$3.99), signaling analyst expectations for accelerating margin/earnings improvement — a catalyst for multiple expansion if confirmed by results. (Autonomous Res / research note)
• Neutral Sentiment: Autonomous Res provided quarter-level EPS estimates for 2026 (Q1 $0.99, Q2 $1.16, Q4 $1.08). These granular forecasts give investors a near-term earnings cadence to watch but do not in themselves change the company’s long-term thesis.
• Negative Sentiment: Insider selling activity has been notable (multiple insiders selling shares, per QuiverQuant summary), which some investors view as a cautionary signal about near‑term confidence from management-level holders. QuiverQuant TRU coverage (includes insider activity)
• Negative Sentiment: Execution/adoption risk: lenders and regulators may be slow to fully incorporate rental data into credit decisions; if adoption is gradual, revenue upside from these partnerships could take longer than investors expect. (Risk highlighted in press summaries.)

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.