TransUnion (TRU)

• Market cap: $16.2B
• 1 day: 0.64%
• 5 days: 7.61%
• 1 month: -0.04%
• 3 months: -16.73%
• 6 months: -19.50%
• Year to date: -9.68%
• 1 year: 13.64%
• 5 years: 5.29%
• 10 years: 226.61%
• 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, and about a quarter of its revenue comes from international markets.

Employees: 13,400

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

89% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 55

42% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $29.7M

8% more funds holding

Funds holding: 503 [Q3] → 544 (+41) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 199

1.45% less ownership

Funds ownership: 99.19% [Q3] → 97.74% (-1.45%) [Q4]

12% less capital invested

Capital invested by funds: $20.1B [Q3] → $17.6B (-$2.43B) [Q4]

38% less funds holding in top 10

Funds holding in top 10: 16 [Q3] → 10 (-6) [Q4]

Research analyst outlook

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

• Low target: $85 2% upside
• Avg. target: $103 24% upside
• High target: $117 41% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Stifel Shlomo Rosenbaum 17% 1-year accuracy 3 / 18 met price target	35% upside $112	Buy Maintained	25 Apr 2025
Oppenheimer Owen Lau 49% 1-year accuracy 22 / 45 met price target	16% upside $96	Outperform Maintained	25 Apr 2025
Wells Fargo Jason Haas 45% 1-year accuracy 24 / 53 met price target	41% upside $117	Overweight Maintained	14 Apr 2025
Barclays Manav Patnaik 51% 1-year accuracy 19 / 37 met price target	2% upside $85	Equal-Weight Maintained	4 Apr 2025
UBS Kevin Mcveigh 27% 1-year accuracy 4 / 15 met price target	25% upside $104	Neutral Maintained	3 Feb 2025