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 6,809 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more call options, than puts
Call options by funds: $109M | Put options by funds: $54.6M
75% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 60
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 (+$5.3B) [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]
3.55% less ownership
Funds ownership: 102.9% [Q2] → 99.35% (-3.55%) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$109
15%
upside
Avg. target
$122
29%
upside
High target
$135
42%
upside
9 analyst ratings
7 positive
78%
2 neutral
22%
0 negative
0%
Morgan Stanley Toni Kaplan 50% 1-year accuracy 11 / 22 met price target | 37%upside $130 | Overweight Maintained | 12 Dec 2024 |
Oppenheimer Owen Lau 79% 1-year accuracy 41 / 52 met price target | 21%upside $115 | Outperform Maintained | 20 Nov 2024 |
RBC Capital Ashish Sabadra 65% 1-year accuracy 33 / 51 met price target | 27%upside $121 | Outperform Reiterated | 24 Oct 2024 |
Stifel Shlomo Rosenbaum 72% 1-year accuracy 13 / 18 met price target | 26%upside $120 | Buy Maintained | 24 Oct 2024 |
Wells Fargo Jason Haas 48% 1-year accuracy 15 / 31 met price target | 42%upside $135 | Overweight Maintained | 24 Oct 2024 |
Financial journalist opinion
Based on 6 articles about TRU published over the past 30 days
Positive
Seeking Alpha
2 days ago
TransUnion: A Perfect Stocking Stuffer For Your Portfolio This Christmas
TransUnion's Q3'24 results exceeded expectations with 12% revenue growth and a 14% EPS increase, driven by strong U.S. performance and strategic product innovations. The company's transformation program and technology modernization efforts are expected to drive cost savings, operational efficiencies, and long-term profitability through 2025 and beyond. Despite risks like economic uncertainty and leverage concerns, favorable macroeconomic conditions and increasing demand for credit services support a positive outlook.
Neutral
GlobeNewsWire
1 week ago
KBW Announces Index Rebalancing for Fourth-Quarter 2024
NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024.
Neutral
GlobeNewsWire
1 week ago
TransUnion 2025 Consumer Credit Forecast Points to Moderating Credit Card Balance Growth and Slower Delinquency Gains
TransUnion projects delinquency expectations for major credit products during the next year TransUnion projects delinquency expectations for major credit products during the next year
Neutral
GlobeNewsWire
2 weeks ago
New TransUnion Analysis Finds More Than 4% of U.S. Attempted Ecommerce Transactions Between Thanksgiving and Cyber Monday Suspected to be Fraudulent
CHICAGO, Dec. 05, 2024 (GLOBE NEWSWIRE) -- As millions of consumers took advantage of Black Friday and Cyber Monday deals this past week, a new analysis from TransUnion (NYSE: TRU) found that 4.6% of attempted ecommerce transactions globally were suspected to be Digital Fraud from this Thanksgiving to Cyber Monday. Based on proprietary insights from TransUnion's global intelligence network, TransUnion found that the global suspected Digital Fraud rate was down from 6.0% during the same period in 2023.
Positive
Zacks Investment Research
2 weeks ago
Here's Why Investors Should Retain TransUnion Stock for Now
TRU is benefiting from increased traffic, boosting operational efficiency. However, higher expenses remain a concern.
Neutral
GlobeNewsWire
3 weeks ago
Canadian Credit Market Set to Grow in 2025 Amid Expected Lower Cost of Living and Interest Rates
Key findings from TransUnion report: Number of Canadians with access to credit and total outstanding consumer balances reached new records in the third quarter of 2024, mainly driven by Millennial and Gen Z consumers With an expectation of subsided inflation and lower interest rates , 2025 forecast projects growth in credit activity and improved performance TORONTO, Nov. 26, 2024 (GLOBE NEWSWIRE) -- More Canadians borrowed and used credit in the third quarter of 2024, as interest rates and inflation continued to decline, pushing the total consumer credit debt to a record $2.5 trillion, a 4.1% year-over-year (YoY) increase, according to TransUnion's Q3 2024 Credit Industry Insights Report (CIIR). The number of Canadians with at least one credit product rose to 32.2 million, a 3.1% increase YoY, and the number of Canadians with an outstanding balance also rose to 29.7 million, a 2.8% increase YoY.
Negative
Zacks Investment Research
1 month ago
Why Is TransUnion (TRU) Down 7.5% Since Last Earnings Report?
TransUnion (TRU) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
1 month ago
TransUnion Stock Gains 27% in the Past 6 Months: Here's Why
TRU stock benefits from a stable U.S. economy, insurance and consumer interactive segments' growth and raised guidance.
Neutral
GlobeNewsWire
1 month ago
Nearly Two-thirds of Quick Service Restaurants Report Increased Traffic in 2024, Despite Raising Prices Across the Board
TransUnion and Restaurant Dive report finds room for even greater profitability for nearly half of restaurants via loyalty programs TransUnion and Restaurant Dive report finds room for even greater profitability for nearly half of restaurants via loyalty programs
Neutral
GlobeNewsWire
1 month ago
TransUnion Declares Third Quarter 2024 Dividend of $0.105 per Share
CHICAGO, Nov. 08, 2024 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that its Board of Directors declared a cash dividend of $0.105 per share for the third quarter 2024. The dividend will be payable on December 9, 2024, to shareholders of record on November 22, 2024.
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