TransUnion
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
303% more call options, than puts
Call options by funds: $59M | Put options by funds: $14.6M
8% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 187
0.32% more ownership
Funds ownership: 97.78% [Q4 2024] → 98.1% (+0.32%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 10 (+0) [Q1 2025]
8% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 84
3% less funds holding
Funds holding: 548 [Q4 2024] → 532 (-16) [Q1 2025]
9% less capital invested
Capital invested by funds: $17.7B [Q4 2024] → $16B (-$1.63B) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$85
1%
upside
Avg. target
$104
23%
upside
High target
$117
39%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Oppenheimer Owen Lau | 19%upside $100 | Outperform Maintained | 22 May 2025 |
Stifel Shlomo Rosenbaum | 33%upside $112 | Buy Maintained | 25 Apr 2025 |
Wells Fargo Jason Haas | 39%upside $117 | Overweight Maintained | 14 Apr 2025 |
Barclays Manav Patnaik | 1%upside $85 | Equal-Weight Maintained | 4 Apr 2025 |
Financial journalist opinion
Based on 6 articles about TRU published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
TransUnion Analysis Reveals Massive Performance Gap Between Best and Worst Audience Targeting Decisions
As targeting choices become more sophisticated, the impact on return on ad spend compounds — for better or worse As targeting choices become more sophisticated, the impact on return on ad spend compounds — for better or worse
Neutral
GlobeNewsWire
3 days ago
Texas Holds Three of the Top Five Destination Cities for Consumer Migration
CHICAGO, June 11, 2025 (GLOBE NEWSWIRE) -- Americans who relocated in 2024 sought out new locales, with the three most popular locations in the state of Texas—North Houston, Fort Worth and Austin. Overall, consumers left pricier and densely populated urban areas in favor of more affordable cities and suburbs in the southern U.S., according to TransUnion (NYSE: TRU) research focused on migration and its implications for insurers.
Neutral
GlobeNewsWire
2 weeks ago
Canadian Credit Market Reaches $2.5 Trillion in Outstanding Balances, with Gen Z Canadians Accounting for 10% of Credit Growth
Key findings from TransUnion report: New-to-credit Canadians led to greater credit participation, accounting for $2.6 billion in new credit balances in Q1 2025 Subprime consumers are almost twice as likely to go delinquent within 12 months of opening new credit cards, compared to their pre-pandemic cohorts Growing concerns around Canadian consumers experiencing economic strain TORONTO, May 28, 2025 (GLOBE NEWSWIRE) -- The first quarter of 2025 saw mixed outcomes in the Canadian credit market, according to TransUnion's Q1 2025 Credit Industry Insights Report (CIIR). Growth was fuelled by increased borrowing from young Canadians and newcomers.
Neutral
GlobeNewsWire
3 weeks ago
TransUnion Analysis Uncovers Surprising Truth: Inflation-Adjusted Debt Growth Much Smaller Over the Last Five Years
Despite Overall Debt Growth, Inflation-Adjusted Figures Reveal Declines in Real Balances Across Most Credit Risk Tiers Despite Overall Debt Growth, Inflation-Adjusted Figures Reveal Declines in Real Balances Across Most Credit Risk Tiers
Positive
Zacks Investment Research
3 weeks ago
Here's Why You Should Retain TRU Stock in Your Portfolio Now
Rapid growth of the big data and analytics market, and a strategic buyout strategy are benefiting TransUnion's stock.
Neutral
GlobeNewsWire
3 weeks ago
TransUnion to Present at Upcoming Investor Conferences in New York and Chicago
CHICAGO, May 21, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that the company will be presenting at the following investor conferences:
Neutral
GlobeNewsWire
1 month ago
Former TransUnion CEO Bobby Mehta joins Inbenta as Strategic Advisor
Inbenta, a global leader in AI-powered CX and EX solutions, today announced the appointment of Bobby Mehta as Strategic Advisor. Mehta, former CEO of Trans
Neutral
GlobeNewsWire
1 month ago
Auto and Property Insurance Shopping in First Quarter 2025 Elevated Compared to One Year Ago
CHICAGO, May 13, 2025 (GLOBE NEWSWIRE) -- Auto insurance shopping in Q1 2025 increased 10% compared to the same period in 2024. Home insurance shopping was up 5% year over year, according to TransUnion (NYSE: TRU) research.
Neutral
GlobeNewsWire
1 month ago
TransUnion Declares First Quarter 2025 Dividend of $0.115 per Share
CHICAGO, May 08, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that its Board of Directors declared a cash dividend of $0.115 per share for the first quarter 2025. The dividend will be payable on June 6, 2025, to shareholders of record on May 22, 2025.
Neutral
GlobeNewsWire
1 month ago
Households with Children Emerge as Power Users of the Gig Economy
CHICAGO, May 07, 2025 (GLOBE NEWSWIRE) -- While gig economy services are popular with American consumers overall, households with children have emerged as power users. This cohort reports using gig services on a weekly basis at an overall rate nearly 50% higher than households without children.
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