Needham & Company LLC Comments on TransUnion FY2026 Earnings

TransUnion (NYSE:TRU) – Investment analysts at Needham & Company LLC issued their FY2026 earnings per share (EPS) estimates for shares of TransUnion in a report released on Sunday, November 24th. Needham & Company LLC analyst K. Peterson forecasts that the business services provider will post earnings of $4.59 per share for the year. Needham & Company LLC has a “Hold” rating on the stock. The consensus estimate for TransUnion’s current full-year earnings is $3.46 per share.

A number of other research analysts also recently issued reports on TRU. Stifel Nicolaus lifted their price target on TransUnion from $103.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, October 24th. Robert W. Baird lifted their price target on TransUnion from $104.00 to $130.00 and gave the company an “outperform” rating in a report on Thursday, October 24th. Wolfe Research upgraded TransUnion from a “peer perform” rating to an “outperform” rating and set a $130.00 price target on the stock in a report on Thursday, October 10th. Barclays upped their target price on TransUnion from $80.00 to $105.00 and gave the company an “equal weight” rating in a research report on Friday, September 13th. Finally, Royal Bank of Canada reaffirmed an “outperform” rating and set a $121.00 target price on shares of TransUnion in a research report on Thursday, October 24th. Seven equities research analysts have rated the stock with a hold rating and ten have given a buy rating to the company’s stock. According to MarketBeat, TransUnion has a consensus rating of “Moderate Buy” and a consensus target price of $106.38.

TransUnion Trading Down 1.6 %

Shares of NYSE:TRU opened at $100.73 on Tuesday. TransUnion has a 12-month low of $56.85 and a 12-month high of $113.17. The business’s fifty day simple moving average is $103.69 and its 200-day simple moving average is $89.94. The company has a market capitalization of $19.63 billion, a PE ratio of 87.43, a P/E/G ratio of 1.37 and a beta of 1.62. 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 (NYSE:TRU) last issued its earnings results on Wednesday, October 23rd. The business services provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03. TransUnion had a return on equity of 15.38% and a net margin of 5.47%. The business had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.06 billion. During the same period in the previous year, the company posted $0.80 EPS. TransUnion’s revenue was up 12.0% on a year-over-year basis.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 9th. Stockholders of record on Friday, November 22nd will be issued a $0.105 dividend. This represents a $0.42 dividend on an annualized basis and a dividend yield of 0.42%. The ex-dividend date is Friday, November 22nd. TransUnion’s dividend payout ratio is presently 36.52%.

Insider Activity

In other news, CAO Jennifer A. Williams sold 405 shares of the company’s stock in a transaction dated Thursday, August 29th. The stock was sold at an average price of $95.58, for a total value of $38,709.90. Following the sale, the chief accounting officer now owns 7,186 shares in the company, valued at $686,837.88. This represents a 5.34 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 sale, the director now owns 27,026 shares in the company, valued at $2,702,600. The trade was a 30.75 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 23,078 shares of company stock valued at $2,296,725. Company insiders own 0.22% of the company’s stock.

Institutional Trading of TransUnion

A number of hedge funds have recently modified their holdings of the stock. Sanctuary Advisors LLC boosted its stake in shares of TransUnion by 33.3% in the third quarter. Sanctuary Advisors LLC now owns 18,030 shares of the business services provider’s stock worth $1,787,000 after buying an additional 4,502 shares during the last quarter. Virtu Financial LLC purchased a new position in TransUnion during the third quarter worth approximately $444,000. Toronto Dominion Bank boosted its position in TransUnion by 39.3% during the third quarter. Toronto Dominion Bank now owns 25,887 shares of the business services provider’s stock worth $2,710,000 after purchasing an additional 7,298 shares in the last quarter. TT International Asset Management LTD boosted its position in TransUnion by 426.4% during the third quarter. TT International Asset Management LTD now owns 26,853 shares of the business services provider’s stock worth $2,811,000 after purchasing an additional 21,752 shares in the last quarter. Finally, Coldstream Capital Management Inc. purchased a new position in TransUnion during the third quarter worth approximately $211,000.

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.