Brokers Set Expectations for TransUnion FY2025 Earnings

TransUnion (NYSE:TRU) – Analysts at Autonomous Res issued their FY2025 earnings per share estimates for TransUnion in a research report issued to clients and investors on Tuesday, January 27th. Autonomous Res analyst K. Zhu expects that the business services provider will post earnings per share of $3.78 for the year. The consensus estimate for TransUnion’s current full-year earnings is $3.99 per share. Autonomous Res also issued estimates for TransUnion’s Q4 2025 earnings at $0.94 EPS, Q3 2026 earnings at $1.10 EPS and FY2026 earnings at $4.32 EPS.

Several other equities research analysts also recently weighed in on the company. Needham & Company LLC reissued a “buy” rating and issued a $115.00 price objective on shares of TransUnion in a report on Monday, October 20th. Oppenheimer initiated coverage on shares of TransUnion in a research note on Monday, October 13th. They set an “outperform” rating and a $93.00 price target for the company. Morgan Stanley dropped their price objective on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Wells Fargo & Company decreased their target price on shares of TransUnion from $118.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. Finally, Seaport Research Partners upgraded TransUnion to a “hold” rating in a research report on Wednesday, October 1st. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $101.08.

TransUnion Stock Down 1.0%

Shares of NYSE TRU opened at $81.21 on Thursday. The business has a 50-day moving average price of $84.69 and a 200 day moving average price of $85.91. The stock has a market cap of $15.77 billion, a PE ratio of 37.95, a price-to-earnings-growth ratio of 1.55 and a beta of 1.72. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. TransUnion has a 52-week low of $66.38 and a 52-week high of $101.19.

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion’s dividend payout ratio is currently 21.50%.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total value of $84,040.00. Following the completion of the sale, the insider owned 62,592 shares in the company, valued at $5,260,231.68. This trade represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $42,855.00. Following the transaction, the insider owned 32,225 shares in the company, valued at $2,762,004.75. The trade was a 1.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 8,318 shares of company stock worth $704,958. 0.25% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On TransUnion

Hedge funds and other institutional investors have recently bought and sold shares of the company. Eagle Bay Advisors LLC acquired a new position in shares of TransUnion during the 4th quarter worth $25,000. Board of the Pension Protection Fund acquired a new position in TransUnion during the fourth quarter worth about $26,000. Geneos Wealth Management Inc. lifted its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. Generali Asset Management SPA SGR acquired a new stake in shares of TransUnion in the second quarter valued at approximately $30,000. Finally, True Wealth Design LLC increased its stake in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares in the last quarter.

Trending Headlines about TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Wall‑street consensus: TRU has an average analyst recommendation of “Moderate Buy,” which can support investor demand and reflects generally constructive analyst views. TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: Earnings momentum: Zacks highlights TransUnion’s strong earnings‑surprise history and says the firm currently has the setup that makes another beat likely — a potential catalyst ahead of the next report. Will TransUnion (TRU) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analyst estimates: Autonomous Research posted quarterly and forward EPS forecasts (Q1/Q2/Q4 2026 and FY2027 $5.12), indicating upward analyst modeling that can lift expectations for future profitability and valuation. (see research notes summarized in market reports)
• Positive Sentiment: Product/market traction — Canada rental reporting: TransUnion announced partnerships with FrontLobby and Zenbase to add rental‑payment data to credit reports (treated separately from debt), expanding alternative data coverage and supporting financial inclusion for millions of renters. This widens addressable data services and could boost recurring revenue and client engagement in Canada. TransUnion and FrontLobby to Launch Rental Payment Reporting on Credit Files TransUnion and Zenbase Bring Rental Payment Information to Credit Reports
• Positive Sentiment: Industry recognition: Juniper Research named TransUnion a Gold Winner for Best Branded Call Solution (Telco Innovation), supporting the company’s product credibility in fraud/identity space and signaling competitive strength in higher‑margin analytics/fraud solutions. Juniper Research Names TransUnion Gold Winner in Best Branded Call Solution
• Neutral Sentiment: Mixed price‑target landscape: Institutional notes show a median analyst target near $105 but a range of views (some higher, some as low as mid‑$80s), so upside expectations are present but not unanimous. QuiverQuant TRU coverage (analyst targets & data)
• Negative Sentiment: Insider selling: Recent reports show multiple insider sales (13 sales, 0 purchases in past six months), which can be viewed negatively by investors and may add near‑term selling pressure or signal insiders monetizing positions. TransUnion and FrontLobby Partner (QuiverQuant page includes insider trading data)

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.