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TransUnion price target lowered to $112 from $120 at Stifel

Stifel lowered the firm’s price target on TransUnion (TRU) to $112 from $120 but keeps a Buy rating on the shares. The company had maintained 2025 guidance despite a strong Q1 earnings and no change – as of yet – being observed to the lending environment, with the clients set to take a conservative posture given the macro uncertainty, the analyst tells investors in a research note. Stifel adds that it has tempered organic revenue estimates, but the current FX rates offsets some of this conservatism, the analyst noted.

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