Needham analyst Kyle Peterson has maintained their neutral stance on TRU stock, giving a Hold rating today.
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Kyle Peterson has given his Hold rating due to a combination of factors affecting TransUnion’s outlook. The company’s fourth-quarter performance surpassed market expectations, benefiting from strong U.S. market performance and reduced interest expenses following debt prepayments and refinancing efforts. However, the guidance for 2025 fell short of consensus, primarily due to foreign exchange challenges and increased tax rates rather than inherent weaknesses in the business.
Additionally, while TransUnion increased its quarterly dividend and initiated a $500 million share buyback program, which was positively received by investors, the U.S. mortgage market remains difficult. The current risk-reward profile appears balanced with the stock trading at a 22x P/E multiple for fiscal year 2026, prompting the decision to maintain a Hold rating.
According to TipRanks, Peterson is a 4-star analyst with an average return of 6.3% and a 50.91% success rate. Peterson covers the Industrials sector, focusing on stocks such as TransUnion, Equifax, and TriNet Group.
In another report released today, Barclays also maintained a Hold rating on the stock with a $105.00 price target.