Needham & Company LLC Comments on TransUnion FY2026 Earnings

TransUnion (NYSE:TRU) – Research analysts at Needham & Company LLC issued their FY2026 EPS estimates for TransUnion in a note issued to investors on Sunday, November 24th. Needham & Company LLC analyst K. Peterson anticipates 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 $3.45 per share.

Several other research firms have also commented on TRU. The Goldman Sachs Group boosted their price objective on shares of TransUnion from $97.00 to $109.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 2nd. Robert W. Baird boosted their price target on TransUnion from $104.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, October 24th. Morgan Stanley raised their price objective on TransUnion from $103.00 to $119.00 and gave the company an “overweight” rating in a research report on Thursday, October 24th. UBS Group began coverage on TransUnion in a research note on Tuesday, October 1st. They issued a “neutral” rating and a $110.00 target price on the stock. Finally, Oppenheimer reduced 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. Seven equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company’s stock. According to data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average price target of $106.38.

TransUnion Stock Performance

Shares of TRU stock opened at $101.00 on Tuesday. The company’s fifty day moving average price is $103.71 and its 200-day moving average price is $90.10. The stock has a market cap 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 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.

TransUnion (NYSE:TRU) last released its 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 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 firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.80 EPS.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 9th. Shareholders of record on Friday, November 22nd will be given a $0.105 dividend. 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 (DPR) is presently 36.52%.

Insider Buying and Selling at TransUnion

In other news, EVP Timothy J. Martin sold 2,500 shares of the stock in a transaction that occurred on Tuesday, September 3rd. The shares were sold at an average price of $95.65, for a total value of $239,125.00. Following the transaction, the executive vice president now owns 49,239 shares in the company, valued at $4,709,710.35. This represents a 4.83 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Steven M. Chaouki sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, November 8th. The shares were sold at an average price of $105.66, for a total transaction of $158,490.00. Following the sale, the insider now owns 62,988 shares of the company’s stock, valued at $6,655,312.08. This trade represents a 2.33 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 19,500 shares of company stock worth $1,954,740. Insiders own 0.28% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Institutional investors and hedge funds have recently bought and sold shares of the stock. Huntington National Bank lifted its holdings in TransUnion by 84.5% during the third quarter. Huntington National Bank now owns 286 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 131 shares in the last quarter. True Wealth Design LLC boosted its holdings in TransUnion by 4,590.0% in the 3rd quarter. True Wealth Design LLC now owns 469 shares of the business services provider’s stock worth $49,000 after buying an additional 459 shares during the period. Quarry LP increased its stake in TransUnion by 963.0% in the 2nd quarter. Quarry LP now owns 574 shares of the business services provider’s stock worth $43,000 after buying an additional 520 shares in the last quarter. Signaturefd LLC raised its holdings in TransUnion by 15.0% during the third quarter. Signaturefd LLC now owns 788 shares of the business services provider’s stock valued at $83,000 after acquiring an additional 103 shares during the period. Finally, Blue Trust Inc. lifted its position in shares of TransUnion by 156.6% in the second quarter. Blue Trust Inc. now owns 857 shares of the business services provider’s stock valued at $68,000 after acquiring an additional 523 shares in the last quarter.

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.