TransUnion (TRU)

• Market cap: $17.9B
• 1 day: -1.32%
• 5 days: -2.03%
• 1 month: 4.36%
• 3 months: 6.15%
• 6 months: 10.08%
• Year to date: -0.14%
• 1 year: -6.55%
• 5 years: 5.67%
• 10 years: 261.81%
• Sector: Financials
• Industry: Financial Data & Stock Exchanges

About: TransUnion is one of the three leading credit bureaus in the United States, providing the consumer information that is the basis for granting credit. The company also provides fraud detection, marketing, and analytical services. TransUnion operates in over 30 countries. About 20%-25% of its revenue comes from international markets.

Employees: 13,400

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

148% more call options, than puts

Call options by funds: $58.1M | Put options by funds: $23.4M

14% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 195

10% more funds holding in top 10

Funds holding in top 10: 10 [Q1] → 11 (+1) [Q2]

7% more capital invested

Capital invested by funds: $16.1B [Q1] → $17.2B (+$1.1B) [Q2]

2.72% more ownership

Funds ownership: 98.26% [Q1] → 100.99% (+2.72%) [Q2]

4% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 69

1% less funds holding

Funds holding: 536 [Q1] → 533 (-3) [Q2]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $105
• Avg. target: $113
• High target: $118

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Needham Kyle Peterson	$115	Buy Upgraded	3 Sep 2025
UBS Kevin Mcveigh	$105	Neutral Maintained	25 Jul 2025
BMO Capital Ryan Griffin	$118	Outperform Maintained	25 Jul 2025
Wells Fargo Jason Haas	$118	Overweight Maintained	25 Jul 2025
Oppenheimer Owen Lau	$108	Outperform Maintained	8 Jul 2025