TransUnion (NYSE:TRU) Updates Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU) updated its first quarter 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.960-0.990 for the period, compared to the consensus estimate of 1.040. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. TransUnion also updated its FY 2025 guidance to 3.930-4.080 EPS.

TransUnion Trading Down 0.5 %

Shares of TRU opened at $93.46 on Thursday. TransUnion has a 12-month low of $66.07 and a 12-month high of $113.17. The firm has a market capitalization of $18.22 billion, a P/E ratio of 81.27, a P/E/G ratio of 1.16 and a beta of 1.63. The firm has a 50-day moving average price of $95.09 and a 200 day moving average price of $97.75. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 1.19.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, February 13th. The business services provider reported $0.83 EPS for the quarter, missing the consensus estimate of $0.97 by ($0.14). TransUnion had a net margin of 5.47% and a return on equity of 15.38%. Sell-side analysts forecast that TransUnion will post 3.44 EPS for the current year.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Thursday, February 27th will be paid a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.49%. This is a positive change from TransUnion’s previous quarterly dividend of $0.11. TransUnion’s dividend payout ratio is 36.52%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on TRU shares. Morgan Stanley reduced their price objective on shares of TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a report on Tuesday, January 28th. Wells Fargo & Company reduced their price target on shares of TransUnion from $135.00 to $126.00 and set an “overweight” rating on the stock in a research note on Friday, January 10th. Oppenheimer lowered their price objective on shares of TransUnion from $115.00 to $112.00 and set an “outperform” rating for the company in a research report on Tuesday, January 7th. Jefferies Financial Group cut their target price on TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 15th. Finally, Robert W. Baird raised their price target on TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, October 24th. Six research analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $107.63.

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 3,090 shares of the company’s stock in a transaction that occurred on Friday, November 29th. The shares were sold at an average price of $101.48, for a total transaction of $313,573.20. Following the sale, the insider now directly owns 24,333 shares in the company, valued at approximately $2,469,312.84. This represents a 11.27 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Monday, February 3rd. The stock was sold at an average price of $95.95, for a total transaction of $95,950.00. Following the completion of the transaction, the insider now owns 58,488 shares of the company’s stock, valued at $5,611,923.60. This represents a 1.68 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 18,590 shares of company stock valued at $1,854,218 in the last quarter. Corporate insiders own 0.22% of the company’s stock.

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.