TransUnion

Report azionario NYSE:TRU

Capitalizzazione di mercato: US$12.8b

TransUnion Crescita futura

Criteri Future verificati 2/6

TransUnion prevede che gli utili e i ricavi cresceranno rispettivamente di 3.7% e 7.5% all'anno. Si prevede che l'EPS crescerà di 5.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 20.5% in 3 anni.

Informazioni chiave

3.8%

Tasso di crescita degli utili

5.72%

Tasso di crescita dell'EPS

Professional Services crescita degli utili15.2%
Tasso di crescita dei ricavi7.5%
Rendimento futuro del capitale proprio20.45%
Copertura analitica

Good

Ultimo aggiornamento16 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi • May 09

We Think That There Are Issues Underlying TransUnion's (NYSE:TRU) Earnings

TransUnion ( NYSE:TRU ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Seeking Alpha • Apr 29

TransUnion: Continued Organic Growth And A Smart Acquisition (Rating Upgrade)

Summary TransUnion earns a 'strong buy' rating, driven by robust organic growth, an accretive Mexico acquisition, and compelling valuation at 14x forward earnings. Q1 results exceeded guidance across all segments, with U.S. Financial Services up 24% and mortgage revenue surging 50%, highlighting broad-based business momentum. The Mexico acquisition expands TRU's market dominance, offers structural growth, and was secured at a 9.4x EV/EBITDA multiple—well below TRU’s own trading multiple. Management’s guidance appears conservative, with a track record of outperformance and clear levers for further EPS upside as integration and product expansion progress. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 24

TRU: AI Data Solutions And Fraud Controls Will Drive Future Upside

Analysts have slightly reduced their average price target on TransUnion from $93.25 to about $92.29, reflecting updated assumptions for revenue growth, profitability, the discount rate, and the future P/E. What's in the News Launched Digital Business Profile, a single portal that distributes small business details across more than 80 directories, maps, apps and social platforms.
Nuova narrazione • Apr 13

AI And Global Platform Transformation Will Drive Powerful Long Term Tailwinds

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help businesses assess risk and engage customers. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Apr 10

TRU: AI Credit Analytics And Fraud Controls Will Support Future Upside Potential

Analysts have trimmed their TransUnion fair value estimate by about $1 to $93.25 as a slightly higher discount rate, modestly softer revenue growth and profit margin inputs, and a marginally higher future P/E assumption are reflected in updated models. What's in the News Launched TruIQ Credit Strategy Studio, a self-service prescreen tool that lets lender marketing teams build, test and deploy campaigns in one place.
Aggiornamento della narrazione • Mar 26

TRU: AI Analytics And Fraud Prevention Will Support Stronger Future Returns

Analysts have kept their $94.60 price target for TransUnion unchanged, citing updated assumptions that reflect a slightly higher discount rate, a modestly revised revenue growth outlook, and a small adjustment to expected future P/E and profit margin levels. What's in the News Launched TruLookup for Real Estate, a mobile first app that combines ownership verification, fraud checks, safety screening and prospecting tools for real estate professionals, with rollout planned through participating associations and brokerages in early April (Key Developments).
Aggiornamento della narrazione • Mar 12

TRU: AI Credit Analytics And Rental Data Will Support Stronger Returns

Analysts have trimmed their price target for TransUnion from $94.75 to $94.60, reflecting slightly higher discount rate assumptions, modestly revised revenue growth expectations of about 8.58%, and a small adjustment to projected profit margins and future P/E levels. What's in the News TransUnion introduced a 99 cent price point per mortgage origination score for VantageScore 4.0, positioning the product as a lower cost option for lenders and aligning with Federal Housing Finance Agency efforts to support score competition and homebuyer affordability.
Aggiornamento della narrazione • Feb 25

TRU: Rental Data And Media Partnerships Will Support Stronger Future Returns

Analysts have trimmed their price target on TransUnion to $94.75 from $105.25 as they now apply slightly higher discount rates, slightly softer revenue growth and profit margin assumptions, and a lower future P/E multiple in their valuation work. What's in the News The board declared a quarterly cash dividend of $0.125 per share for Q4 2025, payable on March 13, 2026, to shareholders of record on February 26, 2026 (company announcement).
Nuova narrazione • Feb 14

AI And Data Monetization Will Shape A Stable Long Term Outlook

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help lenders and businesses make risk and customer decisions. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Feb 09

TRU: Fraud And Rental Data Solutions Will Support Stronger Future Returns

Analysts have nudged their price target on TransUnion slightly lower from US$105.50 to US$105.25, citing updated assumptions for discount rates, revenue growth, profit margins and forward P/E multiples. What's in the News TransUnion is partnering with FrontLobby to incorporate rental payment data into its alternative data reporting system, allowing on time rent payments to appear on credit reports in a separate rental category and giving housing providers more visibility into tenant performance, with FrontLobby members reporting up to a 92% reduction in delinquencies.
Aggiornamento della narrazione • Jan 25

TRU: Fraud And Device Risk Solutions Will Support Stronger Future Returns

Analysts have trimmed their price target for TransUnion to about $105.50 from roughly $106.60, citing modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News TransUnion reported breakthrough results from a collaboration with Actable that used TruAudience Marketing Solutions data to improve AI marketing model fit by 10% and cut false positives by 19.5% for a major retailer's win back campaign.
Aggiornamento della narrazione • Jan 10

TRU: Advanced Fraud Solutions And Guidance Will Drive Stronger Future Shareholder Returns

Analysts have slightly reduced their fair value estimate for TransUnion from US$107.25 to US$106.60, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News TransUnion introduced major upgrades to its Device Risk solution, adding cross session device identification without relying on cookies, adaptive machine learning models, and advanced anomaly detection aimed at helping businesses spot risky devices and fraud patterns in real time (Product related announcement).
Articolo di analisi • Jan 05

TransUnion's (NYSE:TRU) Returns Have Hit A Wall

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Aggiornamento della narrazione • Dec 16

TRU: Expanded Buybacks Will Drive Stronger Future Shareholder Returns

Analysts have nudged their price target on TransUnion slightly higher, lifting estimated fair value by about $0.30 per share to $107.25. They are factoring in marginally faster revenue growth and a modestly richer future earnings multiple, despite a slight compression in projected profit margins and discount rate.
Aggiornamento della narrazione • Dec 01

TRU: Expanded Buyback and Product Launches Will Drive Shareholder Returns

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).
Aggiornamento della narrazione • Nov 17

TRU: Expanded Partnerships And Equity Buyback Will Drive Shareholder Upside

Narrative Update on TransUnion Analysts have modestly increased their price target for TransUnion to $106.95 per share, up from $106.70. This change reflects slight adjustments in revenue growth expectations and updated financial assumptions.
Aggiornamento della narrazione • Nov 02

TRU: Raised Buyback Plan And Inclusive Mortgage Data Will Drive Upside

Analysts have slightly reduced their price target for TransUnion from $107.00 to $106.70, citing updated expectations for revenue growth and profitability. What's in the News TransUnion raised its 2025 full-year earnings guidance, projecting 8% to 8.5% revenue growth.
Aggiornamento della narrazione • Oct 18

Digital Transformation And India Expansion Will Drive Future Opportunities

Analysts have lowered their price target for TransUnion from $111.80 to $107.00. This change reflects more cautious assumptions on revenue growth and profit margins, even though the discount rate has been only slightly reduced.
Aggiornamento della narrazione • Oct 04

Digital Transformation And India Expansion Will Drive Future Opportunities

Analysts have slightly reduced their price target for TransUnion to $111.80 from $113.15, citing modest adjustments to long-term growth and risk assumptions in their updated outlook. What's in the News TransUnion (NYSE:TRU) added to S&P 1000 (Key Developments) Joined S&P 400, S&P 400 Industrials (Sector), and S&P 400 Professional Services (Industry) (Key Developments) Included in S&P Composite 1500 (Key Developments) Company repurchased 494,500 shares between April 1, 2025 and July 15, 2025, completing a buyback of 557,853 shares for $47 million (Key Developments) Issued new financial guidance for Q3 and full year 2025, projecting revenues between $1,115 million and $1,135 million for Q3, and $4,432 million to $4,472 million for the year (Key Developments) Valuation Changes The consensus analyst price target has decreased modestly from $113.15 to $111.80.
Articolo di analisi • Sep 08

Does TransUnion (NYSE:TRU) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi • Jul 25

Is TransUnion (NYSE:TRU) Trading At A 49% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, TransUnion fair value estimate is US$192 TransUnion's US$98.43...
Articolo di analisi • Jun 21

Is It Time To Consider Buying TransUnion (NYSE:TRU)?

Today we're going to take a look at the well-established TransUnion ( NYSE:TRU ). The company's stock saw a significant...

Previsioni di crescita degli utili e dei ricavi

NYSE:TRU - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20285,9758371,1971,54212
12/31/20275,5486941,0301,34420
12/31/20265,1388189001,17619
3/31/20264,7267046971,019N/A
12/31/20254,576455662988N/A
9/30/20254,442420576922N/A
6/30/20254,357392497827N/A
3/31/20254,258367509831N/A
12/31/20244,184284517833N/A
9/30/20244,101224484780N/A
6/30/20243,985-162404702N/A
3/31/20243,912-193315622N/A
12/31/20233,831-205335645N/A
9/30/20233,779-183347665N/A
6/30/20233,749212385705N/A
3/31/20233,72925357363N/A
12/31/20223,710249-1297N/A
9/30/20223,598252-44224N/A
6/30/20223,40326860313N/A
3/31/20223,183290433675N/A
12/31/20212,960359584808N/A
9/30/20212,683376667890N/A
6/30/20212,636386578789N/A
3/31/20212,542338603807N/A
12/31/20202,531293582788N/A
9/30/20202,704324556755N/A
6/30/20202,697313657855N/A
3/31/20202,724349580778N/A
12/31/20192,463299N/A777N/A
9/30/20192,584371N/A727N/A
6/30/20192,498327N/A626N/A
3/31/20192,399278N/A579N/A
12/31/20182,317278N/A556N/A
9/30/20182,210421N/A529N/A
6/30/20182,105442N/A524N/A
3/31/20182,016452N/A502N/A
12/31/20171,934441N/A466N/A
9/30/20171,864246N/A461N/A
6/30/20171,803218N/A413N/A
3/31/20171,754170N/A414N/A
12/31/20161,705121N/A390N/A
9/30/20161,65590N/A379N/A
6/30/20161,60745N/A342N/A
3/31/20161,55925N/A334N/A
12/31/20151,5076N/A309N/A
9/30/20151,456-26N/A250N/A
6/30/20151,405-25N/A225N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TRU ( 3.7% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di TRU ( 3.7% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TRU cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di TRU ( 7.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TRU ( 7.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TRU sarà elevato tra 3 anni ( 20.5 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/18 20:14
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

TransUnion è coperta da 28 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jeffrey MeulerBaird
Manav PatnaikBarclays
Jeffrey SilberBMO Capital Markets Equity Research