TransUnion Gains BofA Coverage with $83 Target and 2026 Growth Outlook
BofA reinstated coverage on TransUnion with a Neutral rating and $83 price target, projecting 7% sales growth, 12% EPS gains and 11% free cash flow expansion in 2026. Q4 sales rose 13% to $1,171M with net income $101M; full-year revenue climbed 9% to $4,576M with net income $455M, OneTru and TrueIQ expansions supporting double-digit earnings through 2027.
1. BofA Coverage Reinstatement
BofA Securities has reinstated coverage on TransUnion with a Neutral rating and an $83 price target, forecasting 7% revenue growth, 12% EPS increase and 11% free cash flow expansion in 2026.
2. Q4 and Full-Year 2025 Results
In Q4 2025, TransUnion reported 13% year-over-year revenue growth to $1,171 million and net income of $101 million, while adjusted EBITDA increased 10% to $417 million. Full-year revenue climbed 9% to $4,576 million with adjusted EBITDA rising 9% to $1,646 million and net income of $455 million.
3. Strategic Growth Drivers
Management highlights global expansions of its OneTru platform and TrueIQ offering, expecting these data analytics initiatives to underpin double-digit earnings growth through 2027.