TransUnion (NYSE:TRU) Releases FY 2026 Earnings Guidance

TransUnion (NYSE:TRU) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.750-4.830 for the period, compared to the consensus estimate of 4.700. The company issued revenue guidance of $5.1 billion-$5.2 billion, compared to the consensus revenue estimate of $5.2 billion. TransUnion also updated its Q3 2026 guidance to 1.180-1.210 EPS.

TransUnion Trading Down 1.2%

TRU opened at $70.98 on Thursday. The firm has a market capitalization of $13.60 billion, a price-to-earnings ratio of 18.73, a price-to-earnings-growth ratio of 1.19 and a beta of 1.54. The company’s 50 day simple moving average is $79.57 and its two-hundred day simple moving average is $74.06. TransUnion has a 1-year low of $63.37 and a 1-year high of $89.12. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same period in the prior year, the business earned $1.08 EPS. The firm’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts expect that TransUnion will post 4.23 EPS for the current fiscal year.

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a dividend of $0.125 per share. The ex-dividend date was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio is 13.19%.

Analysts Set New Price Targets

TRU has been the topic of a number of research reports. Griffin Securities set a $98.00 target price on shares of TransUnion in a report on Wednesday, July 29th. Needham & Company LLC lifted their price objective on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 target price on shares of TransUnion in a report on Wednesday, July 29th. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 price target on shares of TransUnion in a report on Tuesday, July 28th. Finally, Wells Fargo & Company raised their price objective on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $94.69.

Insider Activity at TransUnion

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00. Following the completion of the sale, the executive vice president owned 57,182 shares in the company, valued at approximately $4,860,470. The trade was a 29.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Zuiker sold 8,673 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the transaction, the executive vice president owned 41,883 shares in the company, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 73,697 shares of company stock valued at $5,861,807 over the last 90 days. 0.37% of the stock is owned by insiders.

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.