Recent Updates — TRU

TransUnion reported third-quarter revenue of $1,312 million, up 12 percent year-over-year, with diluted earnings per share of $0.81 and adjusted diluted EPS of $1.25, a 14 percent increase that exceeded guidance. The company raised its quarterly cash dividend to $0.135 per share from $0.125, effective for the third quarter and payable on November 25, 2026. Additionally, the board increased the share repurchase authorization by $1 billion to a total of $2 billion, bringing year-to-date buybacks to approximately $243 million with an expectation of reaching $500 million for the full year. TransUnion operates as a global information and insights company providing consumer credit data, analytics, and fraud solutions.

TransUnion announced that Executive Vice President and Chief Financial Officer Todd M. Cello intends to resign effective December 31, 2026, following 29 years with the company. Mr. Cello will serve as a full-time advisor through March 1, 2027, during which he remains eligible for his base salary, benefits, and performance-based compensation subject to continued employment. The resignation is not related to any disagreements regarding operations or policies. TransUnion has initiated a search for a permanent replacement and expects to appoint an interim CFO if necessary by the transition date. The company reaffirmed its third quarter and full-year 2026 guidance for revenue, Adjusted EBITDA, and Adjusted Diluted EPS, stating the departure will not impact business operations or strategic priorities. TransUnion is a global information and insights company that provides consumer credit reporting, fraud prevention, and risk analytics services.

TransUnion reported second quarter 2026 results on July 28, 2026, exceeding guidance with total revenue of $1,310 million, a 15 percent increase, and Adjusted EBITDA of $456 million. Diluted earnings per share rose 32 percent to $0.74, while Adjusted Diluted EPS increased 14 percent to $1.23. The company raised its full-year 2026 revenue guidance to $5,127 million–$5,162 million and Adjusted Diluted EPS guidance to $4.75–$4.83. Year-to-date share repurchases totaled approximately $150 million. TransUnion operates in the global information and insights industry, providing consumer credit data, analytics, and fraud prevention solutions.