TransUnion Raises Quarterly Dividend 8.0% to $0.135

TransUnion raised its quarterly dividend 8.0% to $0.135 from $0.125. The shares are scheduled to trade ex-dividend on November 10, 2026, and the payment is due November 25, 2026.

Why the dividend changed

The increase is part of a broader acceleration in shareholder returns supported by stronger operating results and cash generation. TransUnion reported third-quarter revenue of $1,312 million, up 12% from a year earlier, while adjusted diluted earnings per share increased 14%. Financial Services, Insurance and International led the expansion. TransUnion’s third-quarter results included the dividend increase alongside a faster pace of share repurchases.

Chief Executive Chris Cartwright said growth momentum, increasing cash flow and a strong balance sheet supported accelerated capital returns. Operating cash flow for the first nine months was $889 million, compared with $668 million a year earlier, while capital expenditures declined to $201 million from $229 million. TransUnion also raised its adjusted diluted earnings-per-share guidance while maintaining the high end of its revenue outlook. The earnings release provides the operating, guidance and liquidity details.

The board paired the dividend increase with an expanded share-repurchase program. TransUnion expected total repurchases of as much as $500 million during 2026 and increased its authorization by $1 billion to $2 billion. That combination indicates the dividend remains a relatively modest component of capital returns, with buybacks providing the larger discretionary channel.

Acquisitions also shaped cash deployment. TransUnion completed its purchase of majority ownership in the consumer-credit business of Mexico’s Buró de Crédito, bringing its ownership to approximately 94%. The acquired operation contributed to International segment growth during the third quarter. TransUnion’s acquisition announcement said the company planned to invest in credit-risk and fraud products for the Mexican market.

Dividend track record

The new payment extends a pattern of incremental quarterly increases. TransUnion paid $0.105 in November 2024, followed by four payments of $0.115 through November 2025. The next three payments were $0.125 before the rate moved to $0.135.

Annual totals show that the increases have not formed an uninterrupted multiyear streak. The dividend totaled $0.30 in 2020, $0.36 in 2021, $0.40 in 2022 and $0.42 in 2023. Those represented increases of 20.0%, 11.1% and 5.0%, respectively. The annual total remained unchanged at $0.42 in 2024 before rising 9.5% to $0.46 in 2025.

Because the annual payment was unchanged in 2024, TransUnion has one consecutive year of dividend growth. Its five-year record is 8.9% annual growth. The listed annual dividend per share is $0.50, equal to $50.00 of annual income for every 100 shares.

Is the dividend covered?

The dividend consumes 13% of earnings. That leaves most reported profit available for acquisitions, debt reduction, investment and repurchases, while providing a substantial earnings cushion around the quarterly payment.

SmarterDividends rates the dividend A with a safety score of 81. The grade falls within the very safe range of 80-100, meaning current earnings coverage and the company’s financial profile indicate a low level of payout pressure. The grade describes present coverage rather than guaranteeing future payments.

Yield and valuation

TransUnion’s forward yield is 0.63%, well below the Financial Services sector median forward yield of 5.84%. The comparison shows that the dividend offers less current income than the typical company in the sector, even after the increase.

At a share price of $75.42, following a one-year price return of 4.2% loss, SmarterDividends estimates fair value at $99.01. That produces an undervalued verdict and 22% upside to the estimate. The valuation measure is separate from the dividend safety assessment and does not alter the payment schedule.

What to watch

The immediate dates are November 10, 2026, when the shares are scheduled to trade ex-dividend, and November 25, 2026, when the $0.135 payment is due. Investors purchasing on or after the ex-dividend date will not qualify for that payment.

The next earnings report will show whether TransUnion delivered the revenue and adjusted earnings guidance outlined with its third-quarter results. Cash generation, capital spending and acquisition integration will be important for assessing how management balances dividends with repurchases and other uses of capital.

Execution in Mexico and continued technology modernization are additional items to monitor. TransUnion’s third-quarter presentation identified innovation, balance-sheet optimization and shareholder returns as parts of its capital-deployment framework.