TransUnion reaffirmed its third quarter and full year 2026 earnings and revenue guidance while confirming that long-serving Chief Financial Officer Todd Cello will step down at year end. The credit reporting group described the planned CFO change as a personal decision by Cello, who has been with the business for 29 years, including nine as finance chief, and management said the leadership shift is not expected to affect operations, long term financial targets or capital allocation plans. The reaffirmed outlook has landed against a tough tape for TransUnion, with the share price down 20.55% over the past month and the year to date share price return lower by 18.95%, even as the stock faces removal from the FTSE All-World Index. TransUnion closed at $67.54, while the most followed narrative pegs fair value at roughly $96.57, implying a sizeable valuation gap. With technology modernization and operational transformation investments ending in 2025, management projects free cash flow conversion to rise significantly from 70% in 2025 to 90%+ in 2026, providing a catalyst for future shareholder returns through buybacks, acquisitions, or reinvestment.
TransUnionTransUnion reaffirmed Q3 and full-year 2026 earnings and revenue guidance and projected free cash flow conversion rising to 90%+ in 2026.
Taishin Financial Holding Co Ltd