TransUnion (NYSE:TRU) Releases FY 2026 Earnings Guidance

TransUnion (NYSE:TRU) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 4.750-4.830 for the period, compared to the consensus estimate of 4.670. The company issued revenue guidance of $5.1 billion-$5.2 billion, compared to the consensus revenue estimate of $5.1 billion. TransUnion also updated its Q3 2026 guidance to 1.180-1.210 EPS.

TransUnion Stock Performance

NYSE TRU opened at $77.13 on Tuesday. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39. The firm has a 50-day moving average price of $72.06 and a two-hundred day moving average price of $73.63. The company has a market capitalization of $14.87 billion, a P/E ratio of 21.37, a P/E/G ratio of 1.37 and a beta of 1.55. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts anticipate that TransUnion will post 4.14 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio is 13.85%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 16th. Mizuho decreased their price objective on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Robert W. Baird set a $108.00 target price on TransUnion in a research report on Wednesday, April 29th. Finally, Bank of America cut their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $91.60.

Insider Activity

In other news, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president owned 45,248 shares in the company, valued at approximately $3,251,973.76. The trade was a 12.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the sale, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 30,155 shares of company stock worth $2,177,102 in the last 90 days. 0.37% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransUnion

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Royal Bank of Canada raised its stake in shares of TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. grew its position in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. Invesco Ltd. grew its position in shares of TransUnion by 4.5% in the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after purchasing an additional 24,736 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of TransUnion by 59.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company raised its stake in shares of TransUnion by 2.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after purchasing an additional 12,280 shares during the period.

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.