TransUnion (NYSE:TRU) Issues Q3 2026 Earnings Guidance

TransUnion (NYSE:TRU) updated its third quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.180-1.210 for the period, compared to the consensus EPS estimate of 1.210. 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.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Robert W. Baird set a $108.00 price target on TransUnion in a research report on Wednesday, April 29th. Mizuho cut their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. UBS Group boosted their price objective on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research note on Thursday, July 2nd. JPMorgan Chase & Co. decreased their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. Finally, Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $91.60.

TransUnion Stock Performance

Shares of TRU stock opened at $77.13 on Tuesday. The company has a market capitalization of $14.87 billion, a price-to-earnings ratio of 21.37, a price-to-earnings-growth ratio of 1.37 and a beta of 1.55. The company’s 50-day moving average is $72.06 and its 200 day moving average is $73.63. TransUnion has a one year low of $63.37 and a one year high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating the consensus estimate of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.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 4.14 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were given a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is presently 13.85%.

Insider Transactions at TransUnion

In related news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the transaction, the chief accounting officer directly owned 5,843 shares in the company, valued at approximately $467,440. The trade was a 14.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the transaction, the insider owned 64,634 shares of the company’s stock, valued at approximately $4,695,013.76. This trade represents a 1.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 30,155 shares of company stock valued at $2,177,102. 0.37% of the stock is owned by company insiders.

Hedge Funds Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Invesco Ltd. raised its holdings in shares of TransUnion by 5.8% during the 4th quarter. Invesco Ltd. now owns 2,789,658 shares of the business services provider’s stock worth $239,213,000 after acquiring an additional 151,882 shares in the last quarter. Corient Private Wealth LLC increased its position in TransUnion by 522.6% in the fourth quarter. Corient Private Wealth LLC now owns 32,927 shares of the business services provider’s stock worth $2,823,000 after purchasing an additional 27,638 shares during the last quarter. Alberta Investment Management Corp purchased a new stake in TransUnion during the fourth quarter valued at $1,458,000. Mercer Global Advisors Inc. ADV raised its stake in TransUnion by 158.0% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 17,719 shares of the business services provider’s stock valued at $1,519,000 after purchasing an additional 10,851 shares in the last quarter. Finally, SummitTX Capital L.P. bought a new position in TransUnion during the fourth quarter valued at $947,000.

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.