Should You Invest in TransUnion (TRU)?

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025. A copy of the letter can be downloaded here. The first quarter of 2025 was mixed due to a flurry of activity from the new presidential administration. However, the strategy outperformed the Russell Midcap Index in Q1, returning -1.26% (net) vs -3.40% for the index. In addition, you can check the top 5 holdings of the strategy to know its best picks in 2025.

In its first-quarter 2025 investor letter, Diamond Hill Mid Cap Strategy highlighted stocks such as TransUnion (NYSE:TRU). Headquartered in Chicago, Illinois, TransUnion (NYSE:TRU) global consumer credit reporting agency. The one-month return of TransUnion (NYSE:TRU) was 1.99%, and its shares gained 20.32% of their value over the last 52 weeks. On June 4, 2025, TransUnion (NYSE:TRU) stock closed at $87.24 per share, with a market capitalization of $17.134 billion.

Diamond Hill Mid Cap Strategy stated the following regarding TransUnion (NYSE:TRU) in its Q1 2025 investor letter:

“As volatility picked up sharply in the quarter, we were active in the portfolio — and we anticipate that as volatility continues into Q2, we will likewise attempt to capitalize on compelling opportunities to reposition the portfolio for the period ahead. We initiated four new positions in Q1: Martin Marietta Materials, Ventas, Illumina and TransUnion (NYSE:TRU).

TransUnion is a global consumer credit reporting agency providing risk and information solutions. Recent concerns about higher interest rates and the risk of recession have weighed on shares, giving us an opportunity to start a position. We believe the market is overly focused on the near term and believe the long-term outlook for this company is solid.”

Why TransUnion (TRU) Crashed Today

A side profile of a consumer within a store handing a credit card to a cashier, reflecting the debt collection services of the company.

TransUnion (NYSE:TRU) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge fund portfolios held TransUnion (NYSE:TRU) at the end of the first quarter, which was 58 in the previous quarter. While we acknowledge the potential of TransUnion (NYSE:TRU) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.

In another article, we covered TransUnion (NYSE:TRU) and shared the list of small cap financial stocks hedge funds are buying. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.