Wall Street analyst estimates for TransUnion (TRU): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates in two segments, U.S. Markets and International. The U.S. Markets segment provides credit reporting, credit marketing, analytics and consulting, identity verification, and authentication and debt recovery solutions for financial services industry; and onboarding and transaction processing products, scoring and analytic products, marketing solutio...
Consensus price target
$90.08 (+14 % vs price $79.23)
between $70.00 and $100.00 · 12 targets published in the last quarter
Closing price, Nov 2
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $5.2B | $5.1B – $5.2B | $4.86 | 13 |
| 2027E | $5.5B | $5.4B – $5.5B | $5.35 | 14 |
| 2028E | $5.9B | $5.6B – $6.2B | $6.21 | 10 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 19 |
| Hold | 8 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 27 |
| Avg rating (−2 sell to +2 buy) | 0.70 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-11 | $1.20 | ||
| 2026-10-27 | $1.25 | $1.21 | +3.3% |
| 2026-07-28 | $1.23 | $1.16 | +6.0% |
| 2026-04-28 | $1.18 | $1.11 | +6.3% |
| 2026-02-12 | $1.07 | $1.03 | +3.9% |
| 2025-10-23 | $1.10 | $1.04 | +5.8% |
| 2025-07-24 | $1.08 | $0.99 | +9.0% |
| 2025-04-24 | $1.05 | $0.98 | +7.4% |
Valuation Ratios
| P/E Ratio | 19.28 |
| Price / Book | 3.12 |
| Dividend Yield | 0.62% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.70B | $1.93B | $2.32B | $2.46B | $2.53B | $2.96B | $3.71B | $3.83B | $4.18B | $4.58B |
| Cost of Revenue | $579.1M | $645.7M | $790.1M | $805.5M | $853.9M | $1.02B | $1.39B | $1.52B | $1.67B | $1.87B |
| Gross Profit | $1.13B | $1.29B | $1.53B | $1.66B | $1.68B | $1.94B | $2.32B | $2.31B | $2.51B | $2.70B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $560.1M | $585.4M | $707.7M | $777.4M | $793.3M | $909.0M | $1.15B | $1.17B | $1.24B | $1.26B |
| Operating Expenses | $825.3M | $823.4M | $1.01B | $1.12B | $1.18B | $1.29B | $1.70B | $2.19B | $1.84B | $1.85B |
| Operating Income | $300.5M | $464.7M | $512.5M | $541.7M | $500.3M | $651.9M | $626.3M | $128.5M | $666.7M | $857.8M |
| EBITDA | $556.1M | $698.1M | $787.9M | $886.8M | $862.5M | $995.2M | $1.13B | $667.3M | $1.20B | $1.45B |
| Interest Expense | $86.9M | $99.5M | $151.1M | $190.6M | $134.9M | $132.2M | $230.9M | $288.2M | $265.2M | $235.8M |
| Pre-tax Income | $205.4M | $372.5M | $343.5M | $374.5M | $389.5M | $505.6M | $383.0M | -$145.3M | $401.1M | $643.0M |
| Income Tax | $74.0M | -$79.1M | $54.5M | $70.5M | $83.7M | $131.9M | $118.9M | $44.7M | $98.8M | $173.1M |
| Net Income | $120.6M | $441.2M | $276.6M | $346.9M | $343.2M | $1.39B | $266.3M | -$206.2M | $284.4M | $455.4M |
| EPS | $0.66 | $2.42 | $1.50 | $1.85 | $1.81 | $7.25 | $1.40 | -$1.07 | $1.46 | $2.34 |
| EPS (Diluted) | $0.65 | $2.32 | $1.45 | $1.81 | $1.79 | $7.19 | $1.40 | -$1.07 | $1.45 | $2.32 |
| Shares Outstanding (Diluted) | 184.6 M | 189.9 M | 190.9 M | 191.8 M | 192.2 M | 193.0 M | 193.1 M | 193.4 M | 196.7 M | 196.6 M |
Price
| Price | $79.23 (closing price, November 2, 2026) |
| Market Cap | $15.1B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Financial Services · Financial - Data & Stock Exchanges
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