TransUnion (NYSE:TRU) Announces Earnings Results

TransUnion (NYSE:TRU) issued its earnings results on Thursday. The business services provider reported $0.83 earnings per share 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%. 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 Performance

TRU traded down $0.47 on Friday, reaching $99.79. 2,429,990 shares of the stock were exchanged, compared to its average volume of 1,398,812. The company’s 50-day moving average price is $95.13 and its 200 day moving average price is $97.85. TransUnion has a fifty-two week low of $66.07 and a fifty-two week high of $113.17. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.68 and a quick ratio of 1.68. The firm has a market capitalization of $19.45 billion, a PE ratio of 86.77, a PEG ratio of 1.16 and a beta of 1.63.

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. The ex-dividend date is Thursday, February 27th. This represents a $0.46 dividend on an annualized basis and a yield of 0.46%. This is a boost from TransUnion’s previous quarterly dividend of $0.11. TransUnion’s payout ratio is currently 36.52%.

TransUnion announced that its Board of Directors has approved a share buyback program on Thursday, February 13th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the business services provider to reacquire up to 2.6% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s board believes its stock is undervalued.

Wall Street Analyst Weigh In

TRU has been the subject of a number of research analyst reports. Stifel Nicolaus lifted their target price on TransUnion from $103.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, October 24th. Jefferies Financial Group cut their price target on TransUnion from $125.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 15th. Royal Bank of Canada reiterated an “outperform” rating and issued a $121.00 price target on shares of TransUnion in a report on Thursday, October 24th. UBS Group lifted their price target on TransUnion from $102.00 to $104.00 and gave the company a “neutral” rating in a report on Monday, February 3rd. Finally, William Blair reiterated an “outperform” rating on shares of TransUnion in a report on Friday. Five analysts have rated the stock with a hold rating and ten have issued a buy rating to the company. According to MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $111.64.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 3,090 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at $2,469,312.84. The trade was a 11.27 % decrease in their position. 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 the company’s stock in a transaction dated 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 completion of the transaction, the director now directly owns 27,026 shares of the company’s stock, valued at $2,702,600. The trade was a 30.75 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 18,590 shares of company stock valued at $1,854,218. 0.22% of the stock is owned by company insiders.

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.