Stifel Nicolaus analyst Shlomo Rosenbaum maintained a Buy rating on TransUnion (TRU – Research Report) today and set a price target of $112.00.
Shlomo Rosenbaum has given his Buy rating due to a combination of factors that highlight TransUnion’s strategic positioning and operational improvements. Despite macroeconomic uncertainties, the company has maintained its 2025 guidance, reflecting a conservative approach amidst a stable lending environment. This prudence is seen as a positive move, ensuring stability and resilience in uncertain times.
Additionally, TransUnion’s investment in the OneTru platform is showing promising results, with significant improvements in processing speed and innovation capabilities. The company’s focus on debt reduction before its planned acquisition in Mexico further underscores its strategic financial management. These factors, combined with expected growth in the India segment and ongoing collaborations with major clients, support the Buy rating despite a slight reduction in the target price due to peer group valuation adjustments.
In another report released today, Morgan Stanley also maintained a Buy rating on the stock with a $120.00 price target.