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We just covered Billionaire Tom Steyer’s 10 Stock Picks with Huge Upside Potential and TransUnion (NYSE:TRU) ranks 7th on this list.
TransUnion (NYSE:TRU) is a long-term holding in the 13F portfolio of Farallon Capital. The firm first appeared in the portfolio of the fund in the third quarter of 2017. Back then, this position comprised 2.3 million shares. The fund steadily added to this holding and grew it to more than 5.2 million shares by the fourth quarter of 2018. Thereafter, it started trimming the stake. By the second quarter of 2022, this stake had shrunk to close to 1.1 million shares. The fund then started loading up on the stock again. By the second quarter of 2023, the fund owned 9.3 million shares in the firm. However, since then, another trimming cycle has taken place. Filings for the fourth quarter of 2025 show that the fund owns 675,000 shares in the firm, down over 85% compared to filings for the previous quarter.
TransUnion (NYSE:TRU) recently released Q1 results, providing a major bullish signal to institutional investors. The firm reported an Adjusted EPS of $1.18, beating the consensus analyst estimate of $1.11. Revenue hit $1.25 billion, a 14% year-over-year increase. Following the completion of its majority acquisition of Trans Union de Mexico, the company raised its full-year 2026 revenue guidance to $5.10 billion – $5.13 billion. Hedge funds view this acquisition as a high-margin revenue driver that is not yet fully priced into the stock. Financial services revenue surged 24% in Q1 2026, driven largely by a 50% increase in mortgage revenue.
While we acknowledge the potential of TRU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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