TransUnion reported Q3 2026 revenue growth of 12% (8% organic, constant currency), driven by Financial Services, Insurance, and International segments

TransUnion (TRU) stock fell 1.7% to $80.65. Analyst Rothschild Redburn downgraded it to Neutral, citing U.S. non-mortgage business deceleration and margin concerns. Two executives sold shares, and rising Treasury yields added pressure. TRU's 52-week high is $89.12.

Wall Street analysts downgraded five stocks: BETA Technologies (BETA), TransUnion (TRU), Molson Coors (TAP), Amrize (AMRZ), and another. Downgrades cited delivery delays, slower growth, soft demand, and cost pressures. BETA's Q3 revenue doubled, but deliveries were delayed. TransUnion's revenue rose 12.2%, but margins slipped. Molson Coors saw net sales fall 1.6% and lowered earnings guidance. Amrize adjusted EBITDA and revenue forecasts due to cost inflation.

Rothschild Redburn downgraded TransUnion (NYSE:TRU) to Neutral from Buy, raising its price target to $91.00. The firm cited near-term concerns after Q3 2026 results, despite long-term growth prospects. TRU reported Q3 adjusted earnings of $1.25 per share, beating estimates, with revenue of $1.31 billion. Other analysts have mixed views on TRU's price targets and ratings.

TransUnion reported Q3 revenue of $1.31 billion, in line with estimates, and adjusted EPS of $1.25, beating estimates. Q4 revenue guidance was below expectations, but full-year adjusted EPS guidance was raised. International markets and insurance verticals drove growth, while mortgage revenues faced headwinds. The company completed U.S. OneTru platform migration and announced a $2 billion share repurchase program.

TransUnion (TRU) reported Q3 2026 earnings beating guidance with 8% revenue growth and 14% EPS growth. International business grew 10%, led by India and Latin America. The company reduced its leverage ratio and increased share repurchase authorization. However, rising interest rates are expected to slow mortgage volumes and auto affordability, leading to a sequential deceleration in revenue growth to 3-6% in Q4. Legal and regulatory expenses also contributed to margin contraction.

TransUnion reported Q3 2026 revenue of $1.31B, up 12.2% YoY, with net income of $156.2M and EPS of $0.81. Growth was driven by U.S. and International segments, including recent acquisitions. Adjusted EBITDA rose 9.3%, but margins declined due to higher costs. Management expects elevated mortgage rates to impact U.S. housing activity.