Needham & Company LLC Comments on TransUnion FY2026 Earnings

TransUnion (NYSE:TRU) – Analysts at Needham & Company LLC issued their FY2026 earnings per share (EPS) estimates for TransUnion in a research note issued to investors on Sunday, November 24th. Needham & Company LLC analyst K. Peterson expects that the business services provider will earn $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.

TRU has been the subject of several other research reports. Oppenheimer cut their target price on TransUnion from $122.00 to $115.00 and set an “outperform” rating for the company in a research report on Wednesday, November 20th. Wolfe Research upgraded TransUnion from a “peer perform” rating to an “outperform” rating and set a $130.00 target price for the company in a research report on Thursday, October 10th. 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 reiterated an “outperform” rating and set a $121.00 target price on shares of TransUnion in a research report on Thursday, October 24th. Finally, UBS Group initiated coverage on TransUnion in a report on Tuesday, October 1st. They set a “neutral” rating and a $110.00 price target for the company. Seven analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $106.38.

TransUnion Stock Performance

NYSE:TRU opened at $100.73 on Tuesday. 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 $56.85 and a 12-month high of $113.17. The stock has a 50-day moving average price of $103.69 and a 200 day moving average price of $89.94. The stock has a market capitalization of $19.63 billion, a P/E ratio of 87.43, a P/E/G ratio of 1.37 and a beta of 1.62.

TransUnion (NYSE:TRU) last issued 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 business had revenue of $1.09 billion during 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 business’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.80 earnings per share.

TransUnion Dividend Announcement

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

Insider Activity

In related news, Director George M. Awad sold 12,000 shares of the firm’s stock in a transaction that occurred 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 sale, the director now directly owns 27,026 shares of the company’s stock, valued at approximately $2,702,600. This trade represents a 30.75 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Heather J. Russell sold 3,173 shares of the firm’s stock in a transaction that occurred on Thursday, August 29th. The stock was sold at an average price of $95.58, for a total value of $303,275.34. Following the sale, the executive vice president now directly owns 19,926 shares of the company’s stock, valued at $1,904,527.08. This represents a 13.74 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 23,078 shares of company stock valued at $2,296,725 in the last ninety days. Insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

A number of institutional investors and hedge funds have recently modified their holdings of TRU. Massachusetts Financial Services Co. MA lifted its stake in shares of TransUnion by 32.2% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 16,339,762 shares of the business services provider’s stock worth $1,211,757,000 after acquiring an additional 3,977,595 shares during the last quarter. FMR LLC raised its position in TransUnion by 307.7% during the 3rd quarter. FMR LLC now owns 4,540,896 shares of the business services provider’s stock valued at $475,432,000 after purchasing an additional 3,427,199 shares in the last quarter. XN LP raised its position in TransUnion by 194.7% during the 2nd quarter. XN LP now owns 1,973,684 shares of the business services provider’s stock valued at $146,368,000 after purchasing an additional 1,303,996 shares in the last quarter. Westfield Capital Management Co. LP bought a new stake in TransUnion during the 3rd quarter valued at $92,661,000. Finally, Ninety One UK Ltd raised its position in TransUnion by 37.4% during the 2nd quarter. Ninety One UK Ltd now owns 2,566,928 shares of the business services provider’s stock valued at $190,363,000 after purchasing an additional 698,580 shares in the last quarter.

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.