William Blair Weighs in on Equifax’s Q2 Earnings (NYSE:EFX)

Equifax Inc. (NYSE:EFX) – Analysts at William Blair boosted their Q2 2025 EPS estimates for shares of Equifax in a research report issued on Monday, April 28th. William Blair analyst A. Nicholas now forecasts that the credit services provider will earn $1.91 per share for the quarter, up from their prior estimate of $1.82. William Blair has a “Outperform” rating on the stock. The consensus estimate for Equifax’s current full-year earnings is $7.58 per share. William Blair also issued estimates for Equifax’s Q3 2025 earnings at $1.96 EPS and Q4 2025 earnings at $2.17 EPS.

Other equities analysts have also issued research reports about the stock. Stifel Nicolaus decreased their price target on shares of Equifax from $284.00 to $281.00 and set a “buy” rating on the stock in a report on Friday, February 7th. UBS Group reduced their target price on shares of Equifax from $335.00 to $310.00 and set a “buy” rating on the stock in a report on Friday, February 7th. Royal Bank of Canada reaffirmed an “outperform” rating and set a $300.00 target price on shares of Equifax in a report on Wednesday, April 23rd. Argus lowered shares of Equifax from a “buy” rating to a “hold” rating in a report on Tuesday, February 11th. Finally, Oppenheimer reduced their target price on shares of Equifax from $286.00 to $279.00 and set an “outperform” rating on the stock in a report on Friday, February 7th. Five analysts have rated the stock with a hold rating, thirteen have given a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $292.00.

Equifax Price Performance

Shares of NYSE:EFX opened at $258.97 on Wednesday. The company’s fifty day moving average price is $236.97 and its 200-day moving average price is $253.36. The firm has a market capitalization of $32.16 billion, a price-to-earnings ratio of 53.62, a PEG ratio of 2.79 and a beta of 1.65. Equifax has a one year low of $199.98 and a one year high of $309.63. The company has a debt-to-equity ratio of 0.90, a current ratio of 0.75 and a quick ratio of 0.88.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Tuesday, April 22nd. The credit services provider reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.45 by $0.08. The firm had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.41 billion. Equifax had a net margin of 10.63% and a return on equity of 19.13%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Envestnet Asset Management Inc. grew its stake in shares of Equifax by 1.7% in the 1st quarter. Envestnet Asset Management Inc. now owns 291,520 shares of the credit services provider’s stock worth $71,003,000 after buying an additional 4,894 shares during the last quarter. Concurrent Investment Advisors LLC grew its stake in shares of Equifax by 66.2% in the 1st quarter. Concurrent Investment Advisors LLC now owns 1,328 shares of the credit services provider’s stock worth $323,000 after buying an additional 529 shares during the last quarter. HM Payson & Co. grew its stake in shares of Equifax by 10.8% in the 1st quarter. HM Payson & Co. now owns 1,901 shares of the credit services provider’s stock worth $463,000 after buying an additional 185 shares during the last quarter. Bank of New York Mellon Corp grew its stake in shares of Equifax by 4.4% in the 1st quarter. Bank of New York Mellon Corp now owns 1,098,718 shares of the credit services provider’s stock worth $267,604,000 after buying an additional 46,505 shares during the last quarter. Finally, IFM Investors Pty Ltd grew its stake in shares of Equifax by 9.5% in the 1st quarter. IFM Investors Pty Ltd now owns 25,324 shares of the credit services provider’s stock worth $6,168,000 after buying an additional 2,201 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 13th. Shareholders of record on Friday, May 23rd will be issued a dividend of $0.50 per share. This is an increase from Equifax’s previous quarterly dividend of $0.39. The ex-dividend date is Friday, May 23rd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.77%. Equifax’s dividend payout ratio is 40.90%.

About Equifax

Equifax Inc operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that assist them in complying with and automating payroll-related and human resource management processes throughout the entire cycle of the employment relationship.