TransUnion price target raised to $107 from $101 at Goldman Sachs

Goldman Sachs analyst George Tong raised the firm’s price target on TransUnion (TRU) to $107 from $101 and keeps a Neutral rating on the shares. The company reported healthy Q4 results including revenue, EBITDA margin and EPS upside relative to consensus estimates, mitigated by a conservative guide for 2025 that came below Street expectations, the analyst tells investors in a research note. TransUnion is seeing stable consumer lending trends at subdued levels from year-end 2023 with tailwinds from low unemployment rates and real wage growth, though the management acknowledged the low-end consumer is continuing to face affordability issues, the firm added.