TransUnion FY2027 EPS Estimate Lifted by Redburn Atlantic

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

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

Several other equities research analysts also recently issued reports on the company. Stifel Nicolaus raised their price target on TransUnion from $103.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, October 24th. The Goldman Sachs Group raised their target price on TransUnion from $97.00 to $109.00 and gave the company a “neutral” rating in a report on Wednesday, October 2nd. Barclays upped their price target on TransUnion from $80.00 to $105.00 and gave the stock an “equal weight” rating in a report on Friday, September 13th. Wolfe Research upgraded shares of TransUnion from a “peer perform” rating to an “outperform” rating and set a $130.00 price objective on the stock in a research note on Thursday, October 10th. Finally, 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 target price on the stock. Seven investment analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $106.38.

TransUnion Stock Performance

Shares of TRU opened at $101.00 on Wednesday. The company has a market capitalization of $19.68 billion, a PE ratio of 87.59, a price-to-earnings-growth ratio of 1.42 and a beta of 1.62. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.68 and a quick ratio of 1.68. TransUnion has a one year low of $56.85 and a one year high of $113.17. The company’s fifty day moving average price is $103.71 and its 200 day moving average price is $90.10.

TransUnion Announces Dividend

The firm also recently declared 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. This represents a $0.42 dividend on an annualized basis and a yield of 0.42%. The ex-dividend date is Friday, November 22nd. TransUnion’s dividend payout ratio is 36.52%.

Insider Buying and Selling at TransUnion

In other news, Director George M. Awad sold 12,000 shares of the company’s stock in a transaction dated Monday, November 25th. The shares were sold at an average price of $100.00, for a total value of $1,200,000.00. Following the sale, the director now owns 27,026 shares of the company’s stock, valued at approximately $2,702,600. This represents a 30.75 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Tuesday, September 3rd. The shares were sold at an average price of $95.65, for a total transaction of $95,650.00. Following the transaction, the insider now directly owns 64,488 shares of the company’s stock, valued at $6,168,277.20. This represents a 1.53 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 19,500 shares of company stock valued at $1,954,740. 0.28% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

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