TransUnion (NYSE:TRU) Announces Earnings Results

TransUnion (NYSE:TRU) issued its quarterly earnings results on Thursday. The business services provider reported $0.83 EPS for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14), Zacks reports. TransUnion had a net margin of 5.47% and a return on equity of 15.38%. The business had revenue of $1.04 billion for the quarter, compared to the consensus estimate of $1.03 billion. TransUnion updated its FY 2025 guidance to 3.930-4.080 EPS and its Q1 2025 guidance to 0.960-0.990 EPS.

TransUnion Stock Down 0.5 %

TRU traded down $0.47 during trading on Friday, reaching $99.79. The stock had a trading volume of 2,429,990 shares, compared to its average volume of 1,398,812. The stock’s 50 day moving average is $95.13 and its two-hundred day moving average is $97.85. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 1.19. The company has a market capitalization of $19.45 billion, a price-to-earnings ratio of 86.77, a P/E/G ratio of 1.16 and a beta of 1.63. TransUnion has a one year low of $66.07 and a one year high of $113.17.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Thursday, February 27th will be paid a $0.115 dividend. This is a positive change from TransUnion’s previous quarterly dividend of $0.11. The ex-dividend date of this dividend is Thursday, February 27th. This represents a $0.46 dividend on an annualized basis and a yield of 0.46%. TransUnion’s dividend payout ratio (DPR) is presently 36.52%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on TRU shares. Morgan Stanley reduced their price target on shares of TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 28th. Oppenheimer dropped their price objective on TransUnion from $115.00 to $112.00 and set an “outperform” rating for the company in a research note on Tuesday, January 7th. Needham & Company LLC reissued a “hold” rating on shares of TransUnion in a research note on Friday. Stifel Nicolaus increased their price objective on TransUnion from $103.00 to $120.00 and gave the company a “buy” rating in a research note on Thursday, October 24th. Finally, Jefferies Financial Group dropped their price objective on TransUnion from $125.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, January 15th. Five equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $111.64.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction 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 directly owns 58,488 shares in the company, valued at $5,611,923.60. This trade represents a 1.68 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Todd C. Skinner sold 3,090 shares of the firm’s stock in a transaction on Friday, November 29th. The shares were sold at an average price of $101.48, for a total value of $313,573.20. Following the transaction, the insider now owns 24,333 shares of the company’s stock, valued at $2,469,312.84. The trade was a 11.27 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 18,590 shares of company stock worth $1,854,218. 0.22% of the stock is owned by corporate insiders.

TransUnion declared that its board has initiated a share repurchase program on Thursday, February 13th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the business services provider to reacquire up to 2.6% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

TransUnion Company Profile

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.