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Jeff Mueller

Research Analyst at Baird

Jeffrey P. Meuler is Baird’s Senior Research Analyst specializing in Information & Education Solutions, having previously covered Human Capital Services and Professional Services. He delivers strong performance in earnings estimation, recognized as the No. 1 earnings estimator in Professional Services by Refinitiv's 2019 StarMine Analyst Awards, No. 2 in 2017, No. 1 in 2016, No. 3 in Diversified Consumer Services in 2015, and No. 2 in 2013. Meuler joined Baird in 2005 after working at Guaranty Bank and holds a BBA in Accounting & Information Systems, Finance, Investment and Banking, and Risk Management and Insurance from the University of Wisconsin.

Jeff Mueller's questions to TransUnion (TRU) leadership

Question · Q4 2025

Jeff Mueller inquired about the U.S. emerging vertical guidance, noting its strong past growth, even excluding one-time items, and asked for specific insights beyond the general prudent conservatism, considering the benefits from product replatforming and tech transformation.

Answer

CEO Chris Cartwright and EVP and CFO Todd Cello explained that the initial guidance for emerging verticals is prudently conservative, consistent with past approaches that have led to outperformance. They highlighted that marketing and fraud solutions are now positioned to compound at mid-single to low double digits, driving emerging verticals as a high single-digit compounder.

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