Rothschild & Co Downgrades TransUnion to Neutral, Raises Target to $91
The new price target of $91 compares with a median of $90 among the 13 firms that covered the stock in the past year.
Key points
- Rothschild & Co cut TransUnion to neutral from buy and raised its target to $91 from $89
- Eight of 13 covering firms rated the stock positive before the action; median target $90
- Last close $81.18 on Nov. 6; stock rose 24.0% over the prior 20 sessions
- FY2025 revenue $4.58 billion, up 9%; net income $455.4 million, up 60%
Rothschild & Co downgraded TransUnion (NYSE: TRU) to neutral from buy before the open on Monday and raised its price target to $91 from $89.
Before the action, 13 firms had rated TransUnion in the past year: eight rated it positive, five rated it neutral and none rated it negative. The median target among those firms was $90, with a range from $70 to $115. The new $91 target from Rothschild & Co sits just above that median.
Stock and recent filings
TransUnion's last close before the action was $81.18 on Friday, Nov. 6. Over the 20 sessions to that close, the stock rose 24.0%. The company had a market value of about $15.48 billion before the action, based on 190.7 million shares outstanding as of Sept. 30.
The actions came four days after TransUnion filed an 8-K with the Securities and Exchange Commission on Thursday, Nov. 5, which included items on officer changes and Regulation FD disclosure. Items in that filing are listed here: https://www.sec.gov/Archives/edgar/data/1552033/000155203326000061/0001552033-26-000061-index.htm
Scale of the business
For the fiscal year ended Dec. 31, 2025, TransUnion reported revenue of $4.58 billion, up 9% from a year earlier, and net income of $455.4 million, up 60%. In the quarter ended Sept. 30, revenue was $1.31 billion, up 12%, and diluted earnings per share were $0.81, compared with $0.49 a year earlier. Cash and investments totaled $883.5 million at quarter end.
Sources
Written with AI from analyst rating changes, SEC filings and market data, and checked against those sources before publishing. Our editorial standards.
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More on TransUnion
TRU page →Filings, figures and price history are on the TransUnion page.