secwatch.observer — SEC 8-K summary ====================================== Issuer: TransUnion (TRU) CIK: 0001552033 Form: 8-K Filed at: 2026-02-12T23:59:59+00:00 Accession: 0001552033-26-000006 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 1.01, 2.02, 2.03, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 TransUnion Q4 revenue $1.171B (+13% YoY), Adj EPS $1.07; guides FY26 growth 8-9% -------------------------------------------------------------------------------- - Net income $101M ($0.52 diluted EPS) vs $66M ($0.34) a year ago; Adj net income $208M ($1.07 Adj diluted EPS). - US Financial Services revenue grew 19% YoY; Emerging Verticals grew 16%; total US Markets +16%. - Board raised quarterly dividend to $0.125/share from $0.115, payable March 13, 2026 to holders of record Feb 26. - Repurchased ~$150M in shares in Q4, totaling $300M in FY2025; increased revolver capacity to $1.0B. - FY2026 guidance: revenue growth 8-9%, Adj diluted EPS growth 8-10% ($4.63-$4.71). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1552033/000155203326000006/0001552033-26-000006-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1552033/000155203326000006/ck0001552033-20260211.htm HTML page: https://secwatch.observer/filing/0001552033-26-000006 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer