We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Here's Why Investors Must Add TRU Stock in Their Portfolios Now
Read MoreHide Full Article
Key Takeaways
TRU shares fell 18.1% over a year, while the industry sank 24.9%.
TransUnion revenues are expected to grow 10.4% y/y in 2026 and 8.5% in 2027.
TRU's OneTru unifies credit, marketing and fraud data; Q1'26 current ratio was 1.93 vs. the industry's 1.01.
TransUnion (TRU - Free Report) shares have declined 18.1% in a year compared with the industry’s 24.9% plunge.
TRU’s revenues are anticipated to increase 10.4% and 8.5% year over year in 2026 and 2027, respectively. Earnings are estimated to rise 11.9% in 2026 and 16% in 2027.
What Makes TransUnion Stock an Attractive Pick?
Solid Rank: TRU currently carries a Zacks Rank #2 (Buy) and has a VGM Score of B. Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 (Strong Buy) or 2, offer the best investment opportunities for investors. Thus, the company appears to be a compelling investment proposition at the moment. You can see the complete list of today’s Zacks #1 Rank stocks here.
Northward Estimate Revisions: Three estimates for 2026 moved north in the past 60 days versus no southward revision, reflecting analysts’ confidence in the company. The Zacks Consensus Estimate for 2026 earnings has moved up marginally in the past 60 days.
Positive Earnings Surprise History: SPGI has an impressive earnings surprise history. The company outpaced the Zacks Consensus Estimate in the trailing four quarters, delivering an earnings surprise of 6.3%, on average.
Swift Market Growth: TransUnion serves the fast-growing big data and analytics market. Per MarketsandMarkets, this market is valued at $324.6 billion by 2026. It is anticipated to see a CAGR of 9.7% through 2031. This market is expanding at an accelerated pace, as companies increasingly harness data for business insights and decision-making.
Innovation Through OneTru: OneTru is a solution enablement platform for managing, governing, analyzing and delivering data and insights. This platform connects separate data and analytic assets built for credit risks, marketing and fraud mitigation, and concentrates them under a single, layered and unified environment. TRU leverages OneTru to innovate and launch products that not only enhance scalability but also lower costs for its customers.
Strength in Liquidity Profile: TransUnion's current ratio (a measure of liquidity) at the end of the first quarter of 2026 was 1.93, beating the industry average of 1.01. The current ratio has moved up 10% from the preceding quarter due to a rise in accounts receivable. A current ratio of more than 1 bodes well with investors as it indicates that the company will be able to easily pay off its short-term obligations.
Image Source: Zacks Investment Research
Stocks to Consider
Some other top-ranked stocks from the broader Zacks Business Services sector are Amadeus IT Group (AMADY - Free Report) and FactSet Research Systems (FDS - Free Report) , each currently carrying a Zacks Rank #2.
Amadeus IT Group has a long-term earnings growth expectation of 6.1%. AMADY delivered a trailing four-quarter earnings surprise of 3.4%, on average.
FactSet Research Systems has a long-term earnings growth expectation of 6.5%. FDS delivered a trailing four-quarter earnings surprise of 0.4%, on average.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
Image: Bigstock
Here's Why Investors Must Add TRU Stock in Their Portfolios Now
Key Takeaways
TransUnion (TRU - Free Report) shares have declined 18.1% in a year compared with the industry’s 24.9% plunge.
TRU’s revenues are anticipated to increase 10.4% and 8.5% year over year in 2026 and 2027, respectively. Earnings are estimated to rise 11.9% in 2026 and 16% in 2027.
What Makes TransUnion Stock an Attractive Pick?
Solid Rank: TRU currently carries a Zacks Rank #2 (Buy) and has a VGM Score of B. Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 (Strong Buy) or 2, offer the best investment opportunities for investors. Thus, the company appears to be a compelling investment proposition at the moment. You can see the complete list of today’s Zacks #1 Rank stocks here.
Northward Estimate Revisions: Three estimates for 2026 moved north in the past 60 days versus no southward revision, reflecting analysts’ confidence in the company. The Zacks Consensus Estimate for 2026 earnings has moved up marginally in the past 60 days.
Positive Earnings Surprise History: SPGI has an impressive earnings surprise history. The company outpaced the Zacks Consensus Estimate in the trailing four quarters, delivering an earnings surprise of 6.3%, on average.
Swift Market Growth: TransUnion serves the fast-growing big data and analytics market. Per MarketsandMarkets, this market is valued at $324.6 billion by 2026. It is anticipated to see a CAGR of 9.7% through 2031. This market is expanding at an accelerated pace, as companies increasingly harness data for business insights and decision-making.
Innovation Through OneTru: OneTru is a solution enablement platform for managing, governing, analyzing and delivering data and insights. This platform connects separate data and analytic assets built for credit risks, marketing and fraud mitigation, and concentrates them under a single, layered and unified environment. TRU leverages OneTru to innovate and launch products that not only enhance scalability but also lower costs for its customers.
Strength in Liquidity Profile: TransUnion's current ratio (a measure of liquidity) at the end of the first quarter of 2026 was 1.93, beating the industry average of 1.01. The current ratio has moved up 10% from the preceding quarter due to a rise in accounts receivable. A current ratio of more than 1 bodes well with investors as it indicates that the company will be able to easily pay off its short-term obligations.
Stocks to Consider
Some other top-ranked stocks from the broader Zacks Business Services sector are Amadeus IT Group (AMADY - Free Report) and FactSet Research Systems (FDS - Free Report) , each currently carrying a Zacks Rank #2.
Amadeus IT Group has a long-term earnings growth expectation of 6.1%. AMADY delivered a trailing four-quarter earnings surprise of 3.4%, on average.
FactSet Research Systems has a long-term earnings growth expectation of 6.5%. FDS delivered a trailing four-quarter earnings surprise of 0.4%, on average.