Autonomous Res Forecasts TransUnion FY2025 Earnings

TransUnion (NYSE:TRU) – Equities researchers at Autonomous Res issued their FY2025 earnings per share estimates for shares of TransUnion in a research note issued on Tuesday, January 27th. Autonomous Res analyst K. Zhu expects that the business services provider will earn $3.78 per share 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.

TRU has been the subject of several other research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Morgan Stanley dropped their price target on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research report on Wednesday, December 17th. Robert W. Baird set a $125.00 price target on TransUnion in a research note on Friday, October 24th. Stifel Nicolaus set a $103.00 price objective on TransUnion in a research note on Friday, October 24th. Finally, The Goldman Sachs Group lifted their price objective on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $101.08.

TransUnion Trading Down 0.6%

Shares of TransUnion stock opened at $80.65 on Thursday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a 50-day moving average of $84.69 and a 200-day moving average of $85.87. TransUnion has a 52-week low of $66.38 and a 52-week high of $101.19. The stock has a market cap of $15.66 billion, a PE ratio of 37.69, a PEG ratio of 1.53 and a beta of 1.72.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA increased its position in TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares during the period. Vanguard Group Inc. increased its position in shares of TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after buying an additional 517,098 shares during the period. State Street Corp raised its stake in TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after buying an additional 2,600,425 shares during the last quarter. William Blair Investment Management LLC lifted its holdings in TransUnion by 41.7% in the second quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock valued at $417,041,000 after buying an additional 1,394,813 shares during the period. Finally, Independent Franchise Partners LLP boosted its position in TransUnion by 119.5% during the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after acquiring an additional 2,530,335 shares during the last quarter.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value 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. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the sale, the insider directly owned 61,592 shares in the company, valued at approximately $5,279,050.32. The trade was a 1.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 8,318 shares of company stock worth $704,958 in the last ninety days. 0.22% of the stock is owned by insiders.

TransUnion Dividend Announcement

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

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Multiple Canadian partnerships to add rental-payment data expand TransUnion’s alternative-data footprint and could grow recurring data revenue while improving financial-inclusion positioning. TransUnion and FrontLobby to Launch Rental Payment Reporting on Credit Files
• Positive Sentiment: Another Canadian integration (Zenbase) increases scale of rent reporting (addresses ~5M renters) and supports TransUnion’s strategy to broaden credit-data inputs and win new customers. TransUnion and Zenbase Bring Rental Payment Information to Credit Reports
• Positive Sentiment: Product recognition: Juniper Research named TransUnion a Gold Winner for Best Branded Call Solution — a credibility boost for its fraud/communications offerings that can aid commercial sales. Juniper Research Names TransUnion Gold Winner in Best Branded Call Solution
• Positive Sentiment: Analyst estimates from Autonomous Res project FY2026 and FY2027 EPS growth (FY2026 $4.32; FY2027 $5.12), higher than current consensus — suggests analysts see ongoing margin/revenue expansion (supports medium-term upside).
• Positive Sentiment: Consensus/Street sentiment remains constructive — recent note shows an average analyst recommendation of “Moderate Buy,” which can underpin investor confidence. TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Zacks highlights TransUnion’s history of earnings beats and argues the setup favors another beat — positive if realized, but speculative ahead of results. Will TransUnion (TRU) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: A Yahoo Finance valuation check flags recent share-price weakness and raises valuation questions — puts short-term pressure on sentiment as investors reassess multiples relative to growth. TransUnion (TRU) Valuation Check After Recent Share Price Weakness
• Negative Sentiment: Insider selling activity and mixed hedge-fund flows are visible in recent datasets (several senior exec sales and large portfolio rebalances), which can weigh on near-term sentiment and signal liquidity-taking. TransUnion and FrontLobby Partner to Enhance Rental Payment Reporting for Credit Building in Canada

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.