TransUnion（TRU）株式概要
トランスユニオンは、リスクおよび情報ソリューションを提供する世界的な消費者信用調査機関として事業を展開している。 詳細
TRU Community Fair Values
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Analyst Price Targets
TransUnion 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$70.66 |
| 52週高値 | US$99.39 |
| 52週安値 | US$64.51 |
| ベータ | 1.57 |
| 1ヶ月の変化 | -2.69% |
| 3ヶ月変化 | -4.84% |
| 1年変化 | -14.53% |
| 3年間の変化 | -2.89% |
| 5年間の変化 | -33.35% |
| IPOからの変化 | 178.19% |
最新ニュース
ナラティブの更新 • May 21
TRU: AI Data Solutions Will Offset Legal Overhang And Support Future Upside
Analysts have trimmed their price target on TransUnion by about $1 to roughly $91. This reflects updated assumptions for slightly higher discount rates, modestly softer revenue growth and profit margins, and a small adjustment to the expected future P/E multiple.分析記事 • 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...Recent updates
ナラティブの更新 • May 21
TRU: AI Data Solutions Will Offset Legal Overhang And Support Future Upside
Analysts have trimmed their price target on TransUnion by about $1 to roughly $91. This reflects updated assumptions for slightly higher discount rates, modestly softer revenue growth and profit margins, and a small adjustment to the expected future P/E multiple.分析記事 • 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ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| TRU | US Professional Services | US 市場 | |
|---|---|---|---|
| 7D | 6.9% | 1.9% | 1.2% |
| 1Y | -14.5% | -22.1% | 28.7% |
業界別リターン: TRU過去 1 年間で-22.1 % の収益を上げたUS Professional Services業界を上回りました。
リターン対市場: TRUは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| TRU volatility | |
|---|---|
| TRU Average Weekly Movement | 5.3% |
| Professional Services Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TRU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TRUの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1968 | 13,500 | Chris Cartwright | www.transunion.com |
トランスユニオンは、リスクと情報ソリューションを提供する世界的な消費者信用調査会社である。同社は米国市場と国際市場の2つのセグメントで事業を展開している。米国市場部門は、金融サービス業界向けに信用調査、信用マーケティング、分析・コンサルティング、本人確認、認証・債権回収ソリューションを、保険、テクノロジー、小売・電子商取引、電気通信、メディア、入居・採用審査、債権回収、公共部門向けにオンボーディング・取引処理製品、スコアリング・分析製品、マーケティング・ソリューション、詐欺・ID管理ソリューション、顧客維持ソリューション、市場別ソリューションを提供している。また、消費者向けには、信用調査レポート、スコア、凍結、信用モニタリング、個人情報の保護と解決、財務管理などを提供しているほか、自社のウェブサイトやチャネルを通じて、企業のデータ漏洩事件への対応を支援している。国際部門は、信用調査レポート、分析、テクノロジー・ソリューション、その他の付加価値リスク管理サービス、消費者の個人財務管理を支援する消費者サービス、信用情報機関、消費者・企業信用調査、保険・自動車情報ソリューション、商業信用情報サービスを提供している。当部門は金融サービス、リテールクレジット、保険、自動車、回収、公共部門、通信業界の顧客に直接・間接チャネルを通じてサービスを提供している。前身はトランスユニオンホールディング社で、2015年3月にトランスユニオンに社名変更。トランスユニオンは1968年に設立され、イリノイ州シカゴに本社を置いている。
TransUnion 基礎のまとめ
| TRU 基礎統計学 | |
|---|---|
| 時価総額 | US$13.62b |
| 収益（TTM） | US$704.40m |
| 売上高(TTM) | US$4.73b |
19.3x
PER（株価収益率2.9x
P/SレシオTRU は割高か？
公正価値と評価分析を参照収益と収入
| TRU 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.73b |
| 売上原価 | US$1.95b |
| 売上総利益 | US$2.78b |
| その他の費用 | US$2.08b |
| 収益 | US$704.40m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.65 |
| グロス・マージン | 58.83% |
| 純利益率 | 14.90% |
| 有利子負債／自己資本比率 | 114.1% |
TRU の長期的なパフォーマンスは？
過去の実績と比較を見る| TransUnion 配当日 | |
|---|---|
| 配当落ち日 | May 27 2026 |
| 配当支払日 | Jun 11 2026 |
| 配当落ちまでの日数 | 0 days |
| 配当支払日までの日数 | 15 days |
TRU 配当は確実ですか？
TRU 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 12:02 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TransUnion 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |
| Jeffrey Silber | BMO Capital Markets Equity Research |