TransUnion (NYSE:TRU) is a global information and insights company that operates as a major credit reporting agency. On July 28, 2026, the investment firm Goldman Sachs kept its "Neutral" rating for TransUnion, indicating a hold action on the stock. The firm did, however, raise its price target, which is an analyst's projection of a stock's future price, to $82.00 from $72.00.
This rating update follows TransUnion's strong financial results for the second quarter of 2026. The company announced revenues of $1.31 billion, which is a 15% increase compared to the same period last year. This revenue growth was driven by strong performance in international markets, especially in Latin America, and beat analyst expectations by 1.73%, as highlighted by Zacks.
On the earnings front, TransUnion reported earnings per share (EPS) of $1.23. EPS represents the company's profit divided by its number of outstanding shares. This figure was 7.90% higher than the Zacks Consensus Estimate of $1.14 and showed growth from $1.08 per share in the prior year. The company has now beaten both revenue and EPS estimates for four consecutive quarters, demonstrating consistent financial performance.
The positive performance led management to raise its full-year 2026 revenue growth forecast to between 12% and 13%. This outlook is supported by plans for new product launches and greater use of artificial intelligence (AI). This forward-looking strength helps explain why Goldman Sachs raised its price target, even while maintaining a neutral stance on the stock market.
At the time of the rating, TransUnion's stock price was $83.80, slightly above Goldman Sachs's new $82.00 price target. This suggests the firm believes the stock is fairly valued at its current price, with the recent positive news already factored into the market's valuation.
