TransUnion (NYSE:TRU) Updates Q1 2025 Earnings Guidance

TransUnion (NYSE:TRU) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.960-0.990 for the period, compared to the consensus earnings per share 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 Stock Down 0.5 %

TRU stock opened at $93.46 on Thursday. The company’s 50 day moving average is $95.09 and its two-hundred day moving average is $97.75. TransUnion has a twelve month low of $66.07 and a twelve month high of $113.17. 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 stock has a market cap of $18.22 billion, a P/E ratio of 81.27, a PEG ratio of 1.16 and a beta of 1.63.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, February 13th. The business services provider reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14). TransUnion had a net margin of 5.47% and a return on equity of 15.38%. Research analysts expect that TransUnion will post 3.44 earnings per share for the current fiscal year.

TransUnion Increases Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on TRU shares. Jefferies Financial Group lowered their target price on shares of TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 15th. Oppenheimer dropped their price objective on shares of TransUnion from $115.00 to $112.00 and set an “outperform” rating on the stock in a research note on Tuesday, January 7th. Wells Fargo & Company decreased their target price on shares of TransUnion from $135.00 to $126.00 and set an “overweight” rating for the company in a research note on Friday, January 10th. Morgan Stanley dropped their price target on TransUnion from $130.00 to $127.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 28th. Finally, Royal Bank of Canada reaffirmed an “outperform” rating and set a $121.00 price objective on shares of TransUnion in a research report on Thursday, October 24th. Six analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $107.63.

Insider Activity

In other news, insider Todd C. Skinner sold 3,090 shares of the firm’s stock in a transaction on Friday, November 29th. The stock was sold at an average price of $101.48, for a total value of $313,573.20. Following the completion of the transaction, the insider now owns 24,333 shares in the company, valued at $2,469,312.84. This trade represents a 11.27 % 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, Director George M. Awad sold 12,000 shares of TransUnion stock in a transaction on Monday, November 25th. The stock was sold at an average price of $100.00, for a total value of $1,200,000.00. Following the transaction, the director now directly owns 27,026 shares of the company’s stock, valued at $2,702,600. This trade represents a 30.75 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 18,590 shares of company stock worth $1,854,218 in the last 90 days. 0.22% of the stock is currently owned by corporate insiders.

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.