TransUnion (NYSE:TRU) Raises Dividend to $0.13 Per Share

TransUnion (NYSE:TRU) declared a quarterly dividend on Thursday, February 12th. Stockholders of record on Thursday, February 26th will be paid a dividend of 0.125 per share by the business services provider on Friday, March 13th. This represents a c) dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. This is a 8.7% increase from TransUnion’s previous quarterly dividend of $0.12.

TransUnion has increased its dividend by an average of 0.1%per year over the last three years and has increased its dividend annually for the last 1 consecutive years. TransUnion has a payout ratio of 9.7% indicating that its dividend is sufficiently covered by earnings. Equities analysts expect TransUnion to earn $4.81 per share next year, which means the company should continue to be able to cover its $0.46 annual dividend with an expected future payout ratio of 9.6%.

TransUnion Stock Performance

NYSE:TRU opened at $70.60 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $101.19. The company has a 50 day simple moving average of $82.45 and a two-hundred day simple moving average of $84.42. The company has a market capitalization of $13.71 billion, a PE ratio of 32.99, a P/E/G ratio of 1.34 and a beta of 1.70.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a net margin of 9.47% and a return on equity of 16.05%. TransUnion’s quarterly revenue was up 13.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

Key Stories Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 beat — TransUnion delivered Q4 adjusted EPS of $1.07 (vs. $1.03 consensus) and revenue of $1.17B (above estimates), with revenue up ~13% YoY; the outperformance is the primary reason shares moved up after the release. TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Upbeat guidance — TRU raised Q1 EPS guidance to $1.08–$1.10 (consensus ~$1.02) and set FY‑2026 EPS of $4.63–4.71 with revenue guidance near $4.9–$5.0B, signaling management confidence in growth into 2026. Press Release / Slide Deck
• Positive Sentiment: Dividend bump — TransUnion raised its quarterly dividend ~8.7% to $0.125 (annualized yield ~0.7%), a modest signal of cash-return discipline and board confidence. (Ex-dividend Feb 26.)
• Positive Sentiment: Product/adjacent growth opportunity — Management is pushing rent-data reporting as a new credit-data opportunity that could expand addressable market and fee-based revenue over time. TransUnion Rent Data Push Tests New Credit Reporting Opportunities
• Neutral Sentiment: Analyst context — William Blair and other firms have reiterated bullish views citing the Q4 beat and the risk/reward after a conservative outlook; these notes support investor interest but are largely confirmatory rather than new catalysts. Analyst Note / TipRanks
• Neutral Sentiment: Filed materials and call transcript — Management released the press materials and full earnings call transcript/slides for investors; useful for modeling but not an immediate price catalyst. Earnings Call Transcript
• Negative Sentiment: Technical and sentiment drag — despite the beat, TRU remains well below its 50‑ and 200‑day moving averages and is down year‑to‑date, factors that can limit rally momentum and keep some investors cautious. Is TransUnion’s Q4 Earnings Beat Good Enough to Trigger a Rebound?

TransUnion Company Profile

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.