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: 13,200
0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
102% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 52
100% more call options, than puts
Call options by funds: $109M | Put options by funds: $54.8M
45% more funds holding in top 10
Funds holding in top 10: 11 [Q2] → 16 (+5) [Q3]
36% more capital invested
Capital invested by funds: $14.8B [Q2] → $20.1B (+$5.28B) [Q3]
28% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 150
10% more funds holding
Funds holding: 456 [Q2] → 501 (+45) [Q3]
3.75% less ownership
Funds ownership: 103.21% [Q2] → 99.46% (-3.75%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$104
8%
upside
Avg. target
$117
21%
upside
High target
$127
32%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
UBS Kevin Mcveigh 71% 1-year accuracy 10 / 14 met price target | 8%upside $104 | Neutral Maintained | 3 Feb 2025 |
Morgan Stanley Toni Kaplan 67% 1-year accuracy 16 / 24 met price target | 32%upside $127 | Overweight Maintained | 28 Jan 2025 |
Jefferies Surinder Thind 82% 1-year accuracy 18 / 22 met price target | 19%upside $115 | Buy Maintained | 15 Jan 2025 |
Wells Fargo Jason Haas 58% 1-year accuracy 21 / 36 met price target | 31%upside $126 | Overweight Maintained | 10 Jan 2025 |
Oppenheimer Owen Lau 81% 1-year accuracy 43 / 53 met price target | 16%upside $112 | Outperform Maintained | 7 Jan 2025 |
Financial journalist opinion
Based on 10 articles about TRU published over the past 30 days
Neutral
GlobeNewsWire
1 day ago
Seven in Ten Companies Plan to Increase Retail Media Budgets, But Scale and Measurement Remain Key Barriers
TransUnion Research Reveals Growing Investment and Challenges in Retail Media Networks TransUnion Research Reveals Growing Investment and Challenges in Retail Media Networks
Positive
Zacks Investment Research
2 weeks ago
Will TransUnion (TRU) Beat Estimates Again in Its Next Earnings Report?
TransUnion (TRU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
PYMNTS
2 weeks ago
TransUnion Expands in Mexico With $560 Million Buro de Crédito Deal
TransUnion plans to purchase Mexico's biggest credit bureau's consumer credit business for $560 million. The deal, announced Thursday (Jan. 16), makes it the majority owner of Trans Union de Mexico, an arm of the country's Buró de Crédito.
Neutral
Reuters
2 weeks ago
Banco Santander Mexico to sell stake in TransUnion Mexico
Banco Santander's Mexican arm has reached an agreement, alongside other shareholders, to sell its stake in TransUnion Mexico, it said on Thursday.
Neutral
GlobeNewsWire
2 weeks ago
TransUnion Announces Agreement to Acquire Majority Ownership of the Consumer Credit Business of Buró de Crédito
CHICAGO, Jan. 16, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE:TRU) has signed a definitive agreement to acquire majority ownership of Trans Union de Mexico, S.A., S.I.C., the consumer credit business of the largest credit bureau in Mexico, Buró de Crédito. TransUnion currently owns approximately 26% of Trans Union de Mexico, has held seats on its board of directors for over two decades, and serves as one of its technology providers. TransUnion has agreed to acquire an additional 68% from selling shareholders, including several of the largest banks operating in Mexico. Cash consideration for the transaction is approximately MXN 11.5 billion, or $560 million using a USD/MXN exchange rate of 20.53 as of January 14, 2025 based on an enterprise value of MXN 16.8 billion, or $818 million at the previously mentioned exchange rate. With this transaction, TransUnion's ownership would increase to approximately 94%. Buró de Crédito's commercial credit business is excluded from the transaction.
Neutral
GlobeNewsWire
3 weeks ago
TransUnion Announces Earnings Release Date for Fourth Quarter 2024 Results
CHICAGO, Jan. 14, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will publish its financial results for the fourth quarter ended December 31, 2024, in a press release to be issued at approximately 6:00 a.m. Central Time (CT) on Thursday, February 13, 2025. The company will hold a conference call on the same day at 8:30 a.m. (CT) to discuss its financial results. The press release and a live webcast of the earnings conference call will be available on the TransUnion Investor Relations website at http://www.transunion.com/tru.
Positive
PYMNTS
4 weeks ago
TransUnion Set to Acquire Credit Prequalification Firm Monevo
TransUnion says it plans to acquire British credit prequalification/distribution platform Monevo. The credit reporting agency announced the deal Wednesday (Jan. 8), noting that it already owned 30% of Monevo's equity after purchasing a minority stake in 2021.
Neutral
GlobeNewsWire
4 weeks ago
TransUnion Announces Agreement to Acquire Financial Technology Company Monevo, a Credit Prequalification and Distribution Platform
The acquisition meets growing demand for personalized credit experiences online The acquisition meets growing demand for personalized credit experiences online
Negative
Zacks Investment Research
4 weeks ago
Here's Why Investors Should Retain TransUnion Stock for Now
TRU's proactive efforts to reduce fraud rates are boosting its prospects. However, higher expenses remain a concern.
Neutral
GlobeNewsWire
4 weeks ago
Despite Interest Rate Cuts, More Than 1 in 4 Canadians Expect to be Unable to Pay Bills – Yet More Than 1 in 5 Plan to Take on More Debt
Inflation continues to be a leading concern for 82% of Canadians, with 44% of those surveyed reporting that their household finances are worse than anticipated in 2024 Inflation continues to be a leading concern for 82% of Canadians, with 44% of those surveyed reporting that their household finances are worse than anticipated in 2024
Charts implemented using Lightweight Charts™