TransUnion (NYSE:TRU) Issues FY 2026 Earnings Guidance

TransUnion (NYSE:TRU) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 4.630-4.71 for the period, compared to the consensus earnings per share estimate of 4.630. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $4.8 billion. TransUnion also updated its Q1 2026 guidance to 1.080-1.100 EPS.

Analysts Set New Price Targets

Several research firms have recently commented on TRU. The Goldman Sachs Group raised their price objective on TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. JPMorgan Chase & Co. decreased their target price on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research note on Friday, October 24th. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Wells Fargo & Company dropped their price target on shares of TransUnion from $118.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Finally, Robert W. Baird set a $125.00 price objective on shares of TransUnion in a research report on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $101.08.

TransUnion Price Performance

Shares of NYSE:TRU opened at $71.68 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 fifty day moving average price of $82.72 and a 200 day moving average price of $84.51. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $101.19. The firm has a market cap of $13.92 billion, a price-to-earnings ratio of 33.50, a P/E/G ratio of 1.39 and a beta of 1.70.

Insider Transactions at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the transaction, the insider directly owned 31,725 shares of the company’s stock, valued at $2,499,612.75. The trade was a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 7,818 shares of company stock valued at $663,883. 0.22% of the stock is currently owned by insiders.

Institutional Investors Weigh In On TransUnion

Several large investors have recently added to or reduced their stakes in the stock. State Street Corp lifted its stake in shares of TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Invesco Ltd. increased its position in shares of TransUnion by 355.9% during the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the last quarter. Theleme Partners LLP raised its holdings in TransUnion by 16.1% during the 2nd quarter. Theleme Partners LLP now owns 2,108,357 shares of the business services provider’s stock valued at $185,535,000 after buying an additional 293,000 shares during the period. Northern Trust Corp lifted its position in TransUnion by 43.1% in the third quarter. Northern Trust Corp now owns 1,740,642 shares of the business services provider’s stock worth $145,831,000 after buying an additional 524,621 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in TransUnion by 18.2% during the fourth quarter. JPMorgan Chase & Co. now owns 1,637,178 shares of the business services provider’s stock worth $140,388,000 after buying an additional 252,579 shares during the period.

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.