TransUnion (NYSE:TRU) Releases Quarterly Earnings Results, Misses Estimates By $0.14 EPS

TransUnion (NYSE:TRU) released its quarterly earnings results on Thursday. The business services provider reported $0.83 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.97 by ($0.14), Zacks reports. TransUnion had a return on equity of 15.38% and a net margin of 5.47%. 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 stock opened at $100.32 on Friday. The stock’s 50 day simple moving average is $95.09 and its 200 day simple moving average is $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 has a 12-month low of $66.07 and a 12-month high of $113.17. The stock has a market capitalization of $19.55 billion, a PE ratio of 87.24, a price-to-earnings-growth 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. Stockholders of record on Thursday, February 27th will be issued a dividend of $0.115 per share. This is a boost from TransUnion’s previous quarterly dividend of $0.11. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.46%. TransUnion’s dividend payout ratio is presently 36.52%.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the 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 sale, the insider now directly owns 58,488 shares of the company’s stock, valued at $5,611,923.60. This trade represents a 1.68 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 directly owns 24,333 shares of the company’s stock, valued at approximately $2,469,312.84. This trade represents a 11.27 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 18,590 shares of company stock valued at $1,854,218. Corporate insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on TRU shares. Robert W. Baird increased their target price on TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, October 24th. Royal Bank of Canada reaffirmed an “outperform” rating and issued a $121.00 price target on shares of TransUnion in a research note on Thursday, October 24th. Stifel Nicolaus raised their price objective 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 reduced 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. Finally, Needham & Company LLC reiterated a “hold” rating on shares of TransUnion in a research note on Friday. 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, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.63.

TransUnion declared that its Board of Directors has authorized 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 repurchase up to 2.6% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

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.