Zacks Research Estimates TransUnion’s Q4 Earnings (NYSE:TRU)

TransUnion (NYSE:TRU) – Stock analysts at Zacks Research reduced their Q4 2024 earnings per share estimates for shares of TransUnion in a report issued on Wednesday, November 13th. Zacks Research analyst A. Bose now anticipates that the business services provider will post earnings per share of $0.82 for the quarter, down from their prior estimate of $0.85. The consensus estimate for TransUnion’s current full-year earnings is $3.46 per share. Zacks Research also issued estimates for TransUnion’s Q1 2025 earnings at $0.87 EPS, Q2 2025 earnings at $0.92 EPS, Q3 2025 earnings at $0.98 EPS, Q4 2025 earnings at $1.08 EPS, FY2025 earnings at $3.85 EPS, Q1 2026 earnings at $0.99 EPS, Q2 2026 earnings at $1.04 EPS, Q3 2026 earnings at $1.19 EPS and FY2026 earnings at $4.63 EPS.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Wednesday, October 23rd. The business services provider reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $1.01 by $0.03. The firm had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.06 billion. TransUnion had a net margin of 5.47% and a return on equity of 15.38%. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.80 earnings per share.

Other research analysts have also recently issued reports about the stock. Wolfe Research upgraded shares of TransUnion from a “peer perform” rating to an “outperform” rating and set a $130.00 target price on the stock in a report on Thursday, October 10th. Barclays increased their price objective on TransUnion from $80.00 to $105.00 and gave the company an “equal weight” rating in a report on Friday, September 13th. Stifel Nicolaus upped 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. Robert W. Baird increased their price objective on shares of TransUnion from $104.00 to $130.00 and gave the company an “outperform” rating in a research report on Thursday, October 24th. Finally, Royal Bank of Canada reissued an “outperform” rating and set a $121.00 target price on shares of TransUnion in a research report on Thursday, October 24th. Seven research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $106.81.

TransUnion Stock Down 3.8 %

Shares of NYSE TRU opened at $95.66 on Monday. The stock has a 50 day moving average price of $103.65 and a 200 day moving average price of $89.06. The firm has a market capitalization of $18.64 billion, a price-to-earnings ratio of 83.18, a PEG ratio of 1.30 and a beta of 1.62. TransUnion has a 52-week low of $56.41 and a 52-week high of $113.17. The company has a debt-to-equity ratio of 1.19, a quick ratio of 1.68 and a current ratio of 1.68.

Institutional Trading of TransUnion

Several hedge funds have recently modified their holdings of TRU. Massachusetts Financial Services Co. MA boosted its stake in shares of TransUnion by 32.2% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,339,762 shares of the business services provider’s stock valued at $1,211,757,000 after buying an additional 3,977,595 shares during the period. FMR LLC lifted its holdings in TransUnion by 307.7% during the 3rd quarter. FMR LLC now owns 4,540,896 shares of the business services provider’s stock worth $475,432,000 after buying an additional 3,427,199 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of TransUnion by 51.8% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 6,755,729 shares of the business services provider’s stock valued at $539,108,000 after acquiring an additional 2,306,596 shares during the last quarter. XN LP raised its position in shares of TransUnion by 194.7% during the 2nd quarter. XN LP now owns 1,973,684 shares of the business services provider’s stock worth $146,368,000 after acquiring an additional 1,303,996 shares in the last quarter. Finally, Westfield Capital Management Co. LP purchased a new stake in TransUnion during the third quarter worth approximately $92,661,000.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 3,173 shares of the business’s stock in a transaction dated Thursday, August 29th. The shares were sold at an average price of $95.58, for a total value of $303,275.34. Following the transaction, the executive vice president now directly owns 19,926 shares in the company, valued at $1,904,527.08. The trade was a 13.74 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 3rd. The stock was sold at an average price of $95.65, for a total transaction of $95,650.00. Following the sale, the insider now directly owns 64,488 shares in the company, valued at approximately $6,168,277.20. The trade was a 1.53 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 11,315 shares of company stock valued at $1,119,897 over the last ninety days. Corporate insiders own 0.22% of the company’s stock.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 9th. Stockholders of record on Friday, November 22nd will be given a dividend of $0.105 per share. The ex-dividend date of this dividend is Friday, November 22nd. This represents a $0.42 dividend on an annualized basis and a dividend yield of 0.44%. TransUnion’s dividend payout ratio (DPR) is 36.52%.

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.