Needham & Company LLC Predicts TransUnion FY2026 Earnings

TransUnion (NYSE:TRU) – Investment analysts at Needham & Company LLC issued their FY2026 earnings estimates for shares of TransUnion in a research note issued to investors on Sunday, November 24th. Needham & Company LLC analyst K. Peterson anticipates that the business services provider will post earnings per share of $4.59 for the year. Needham & Company LLC currently has a “Hold” rating on the stock. The consensus estimate for TransUnion’s current full-year earnings is $3.45 per share.

TransUnion (NYSE:TRU) last released its earnings results on Wednesday, October 23rd. The business services provider reported $1.04 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $1.06 billion. During the same period last year, the business posted $0.80 earnings per share. The business’s revenue for the quarter was up 12.0% on a year-over-year basis.

TRU has been the subject of several other research reports. Barclays lifted their target price on shares of TransUnion from $80.00 to $105.00 and gave the stock an “equal weight” rating in a research note on Friday, September 13th. Morgan Stanley boosted their target price on shares of TransUnion from $103.00 to $119.00 and gave the company an “overweight” rating in a report on Thursday, October 24th. Oppenheimer cut their price target on TransUnion from $122.00 to $115.00 and set an “outperform” rating for the company in a report on Wednesday, November 20th. Royal Bank of Canada reiterated an “outperform” rating and set a $121.00 price objective on shares of TransUnion in a research note on Thursday, October 24th. Finally, Stifel Nicolaus raised their target price on TransUnion from $103.00 to $120.00 and gave the stock a “buy” rating in a research note 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 stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $106.38.

TransUnion Trading Up 0.3 %

Shares of TransUnion stock opened at $101.00 on Tuesday. The stock has a market capitalization of $19.68 billion, a P/E ratio of 87.59, a P/E/G ratio of 1.42 and a beta of 1.62. TransUnion has a 52-week low of $56.85 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. The stock’s 50-day simple moving average is $103.71 and its 200 day simple moving average is $90.10.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Massachusetts Financial Services Co. MA grew its holdings in 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 worth $1,211,757,000 after acquiring an additional 3,977,595 shares during the last quarter. FMR LLC grew 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 worth $475,432,000 after purchasing an additional 3,427,199 shares during the last quarter. XN LP increased its holdings 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 during the period. Westfield Capital Management Co. LP bought a new position in TransUnion during the 3rd quarter valued at approximately $92,661,000. Finally, Ninety One UK Ltd lifted its holdings in TransUnion by 37.4% in the 2nd quarter. Ninety One UK Ltd now owns 2,566,928 shares of the business services provider’s stock worth $190,363,000 after buying an additional 698,580 shares during the period.

Insiders Place Their Bets

In other news, Director George M. Awad sold 12,000 shares of the company’s stock in a transaction on 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 completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction 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 completion of the sale, 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. Insiders sold a total of 19,500 shares of company stock valued at $1,954,740 over the last 90 days. Insiders own 0.28% of the company’s stock.

TransUnion Announces Dividend

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

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.