In a report released on April 24, Jeffrey Meuler from Robert W. Baird maintained a Buy rating on TransUnion (TRU – Research Report), with a price target of $130.00.
Jeffrey Meuler has given his Buy rating due to a combination of factors including TransUnion’s strong performance and attractive valuation. The company has shown robust growth in the first quarter of 2025, with revenue and earnings significantly surpassing consensus expectations, particularly in the US Financial Services sector. Despite some macroeconomic uncertainties, TransUnion’s diverse business model and market-leading position in regions like India offer resilience and potential for continued growth.
TransUnion’s valuation is considered appealing, especially given the current depressed state of the mortgage market and other cyclical challenges. The company has demonstrated economic resilience, with its non-mortgage financial services providing a buffer against market fluctuations. Furthermore, TransUnion is expected to benefit from platform consolidation, technological transformation, and changes in its operating model, which should enhance its performance in the future.
In another report released on April 25, Oppenheimer also maintained a Buy rating on the stock with a $96.00 price target.
TRU’s price has also changed moderately for the past six months – from $106.640 to $82.470, which is a -22.67% drop .