Brokers Offer Predictions for TransUnion FY2027 Earnings

TransUnion (NYSE:TRU) – Equities researchers at Redburn Atlantic upped their FY2027 earnings estimates for TransUnion in a report issued on Sunday, November 24th. Redburn Atlantic analyst S. Clinch now forecasts that the business services provider will post earnings per share of $6.35 for the year, up from their prior forecast of $6.23. The consensus estimate for TransUnion’s current full-year earnings is $3.45 per share.

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

TRU has been the subject of several other research reports. UBS Group started coverage on shares of TransUnion in a research report on Tuesday, October 1st. They set a “neutral” rating and a $110.00 price objective for the company. Needham & Company LLC restated a “hold” rating on shares of TransUnion in a report on Thursday, October 24th. Morgan Stanley upped their price target on TransUnion from $103.00 to $119.00 and gave the company an “overweight” rating in a report on Thursday, October 24th. Wells Fargo & Company raised their price objective on TransUnion from $125.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, October 24th. Finally, Barclays lifted their target price on TransUnion from $80.00 to $105.00 and gave the stock an “equal weight” rating in a report on Friday, September 13th. Seven equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $106.38.

TransUnion Price Performance

NYSE:TRU opened at $101.00 on Wednesday. The company has a quick ratio of 1.68, a current ratio of 1.68 and a debt-to-equity ratio of 1.19. The business’s 50-day moving average price is $103.71 and its 200 day moving average price is $90.10. TransUnion has a 52-week low of $56.85 and a 52-week high of $113.17. The firm has a market cap of $19.68 billion, a P/E ratio of 87.59, a PEG ratio of 1.42 and a beta of 1.62.

Institutional Investors Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Massachusetts Financial Services Co. MA increased its holdings in TransUnion by 17.4% in the third quarter. Massachusetts Financial Services Co. MA now owns 19,180,562 shares of the business services provider’s stock worth $2,008,205,000 after buying an additional 2,840,800 shares during the last quarter. FMR LLC grew its position in TransUnion by 307.7% in the third quarter. FMR LLC now owns 4,540,896 shares of the business services provider’s stock worth $475,432,000 after acquiring an additional 3,427,199 shares in the last quarter. Wellington Management Group LLP increased its stake in shares of TransUnion by 16.8% during the 3rd quarter. Wellington Management Group LLP now owns 4,426,510 shares of the business services provider’s stock worth $463,456,000 after purchasing an additional 635,581 shares during the last quarter. Victory Capital Management Inc. raised its holdings in shares of TransUnion by 24.1% during the 2nd quarter. Victory Capital Management Inc. now owns 3,468,854 shares of the business services provider’s stock valued at $257,250,000 after purchasing an additional 674,187 shares in the last quarter. Finally, Janus Henderson Group PLC raised its holdings in shares of TransUnion by 2.4% during the 3rd quarter. Janus Henderson Group PLC now owns 3,154,262 shares of the business services provider’s stock valued at $330,251,000 after purchasing an additional 75,410 shares in the last quarter.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Tuesday, September 3rd. The shares were sold at an average price of $95.65, for a total transaction of $95,650.00. Following the completion of the sale, the insider now owns 64,488 shares of the company’s stock, valued at $6,168,277.20. This trade represents a 1.53 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director George M. Awad sold 12,000 shares of the company’s stock in a transaction on Monday, November 25th. The stock was sold at an average price of $100.00, for a total transaction of $1,200,000.00. Following the completion of the transaction, the director now directly owns 27,026 shares in the company, valued at $2,702,600. This trade represents a 30.75 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 19,500 shares of company stock worth $1,954,740 in the last 90 days. Company insiders own 0.28% of the company’s stock.

TransUnion Dividend Announcement

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