TransUnion — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
TransUnion reported Q3 2026 revenue of $1,312.5M (+12% reported, +8% organic constant currency) and Adjusted Diluted EPS of $1.25 (+14% YoY), exceeding guidance. The company raised full-year 2026 Adjusted Diluted EPS guidance to $4.81–$4.88 (prior $4.75–$4.83) and increased share repurchase authorization by $1B to $2B total; year-to-date repurchases reached $243M with $500M expected for full year. The Board also raised the quarterly dividend to $0.135/share from $0.125. Acquisitions included Trans Union de México (closed March 2026) and RealNetworks mobile division (April 2026). Leverage ratio stands at 2.5x.
Why this rating
Strong Q3 beat and EPS guidance raise are positive. At $17.1B market cap, $500M share repurchases (2.9% of cap) and $1B authorization boost represent meaningful but not transformational capital action. International growth (+10% organic) and Insurance momentum (+9th consecutive double-digit quarter) are organic drivers. Mexico acquisition (~$100M revenue run-rate) and RealNetworks bolt-on are strategic accretion, not game-changing. Modest margin compression (-90bps, partly FICO-related) offsets earnings growth optimism.
See more from October 27, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.