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TRU: Expanded Buyback and Product Launches Will Drive Shareholder Returns

Update shared on 01 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-18.2%
7D
-2.9%

Analysts have maintained TransUnion's price target at $106.95, citing stable projections in revenue growth, profit margin, and the discount rate as supporting factors for their unchanged outlook.

What's in the News

  • TransUnion announced a strategic partnership with Snappt, integrating Snappt's Applicant Trust Platform into TruVision Resident Screening to enhance income verification and tenant screening (Client Announcements).
  • The company launched its industry-first Credit Washing Solution, using advanced analytics and machine learning to help financial institutions combat the rising threat of credit washing and reduce risk (Product-Related Announcements).
  • TransUnion provided and then raised earnings guidance for the full year 2025, now expecting 8% to 8.5% revenue growth and projecting revenue between $4,524 million and $4,544 million (Corporate Guidance).
  • The company expanded its equity buyback plan by $500 million, which increases total authorization to $1,000 million. It also completed a tranche repurchase of 2,262,231 shares for $198.43 million (Buyback Updates).
  • TransUnion announced major enhancements to its mortgage credit scores, including discounted and free VantageScore 4.0 offers. The initiative aims to increase competition and financial inclusion in mortgage lending (Product-Related Announcements).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at $106.95, reflecting continued confidence in the current valuation.
  • Discount Rate has decreased slightly from 7.74% to approximately 7.74%.
  • Revenue Growth projection remains steady at 8.18%.
  • Net Profit Margin is unchanged at 14.99%.
  • Future P/E has declined marginally from 30.32x to 30.31x.

Disclaimer

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