Needham & Company LLC Lowers Equifax (NYSE:EFX) Price Target to $265.00

Equifax (NYSE:EFX) had its price objective cut by Needham & Company LLC from $295.00 to $265.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the credit services provider’s stock. Needham & Company LLC’s target price indicates a potential upside of 47.08% from the stock’s previous close.

A number of other analysts have also recently commented on the stock. Stifel Nicolaus cut their target price on shares of Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research note on Wednesday, October 22nd. Wells Fargo & Company cut their price objective on Equifax from $285.00 to $265.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. Oppenheimer reduced their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Morgan Stanley reiterated an “overweight” rating and set a $244.00 price target on shares of Equifax in a research report on Wednesday. Finally, Barclays set a $215.00 price objective on Equifax in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $264.64.

Equifax Stock Up 2.9%

Shares of EFX opened at $180.18 on Thursday. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. The firm has a market cap of $22.05 billion, a P/E ratio of 34.19, a PEG ratio of 1.78 and a beta of 1.55. The stock’s 50 day moving average is $213.55 and its two-hundred day moving average is $228.29. Equifax has a 12 month low of $166.02 and a 12 month high of $281.03.

Equifax (NYSE:EFX) last released its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. The firm had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter last year, the company earned $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Analysts predict that Equifax will post 7.58 earnings per share for the current fiscal year.

Institutional Trading of Equifax

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Country Trust Bank acquired a new position in shares of Equifax during the 2nd quarter valued at about $26,000. Ameritas Advisory Services LLC acquired a new position in Equifax in the 2nd quarter valued at about $31,000. Caldwell Trust Co purchased a new stake in shares of Equifax in the 2nd quarter valued at approximately $33,000. Spire Wealth Management increased its holdings in shares of Equifax by 82.9% during the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after buying an additional 58 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equifax during the 3rd quarter worth approximately $34,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and revenue growth — Equifax reported Q4 EPS of $2.09 (vs. ~$2.05 consensus) and revenue of $1.551B, up ~9% year-over-year, driven by strength in Workforce Solutions and USIS; the beat and revenue momentum support near-term earnings visibility. Equifax projects 2026 profit above estimates after quarterly results beat
• Positive Sentiment: VantageScore adoption and 2026 growth target — Management highlighted accelerating traction for VantageScore and is targeting stronger growth in 2026, which could expand addressable market and drive recurring data/analytics revenue over the medium term. Equifax sees VantageScore traction build, targets strong growth in 2026
• Positive Sentiment: Product innovation via cloud & AI — Management said AI and cloud investments drove record product innovation and operational efficiencies in 2025, supporting longer‑term margin and revenue expansion opportunities. Equifax Says AI Tools Help Drive New Product Innovation to Record High
• Positive Sentiment: Partnership expansion — Equifax expanded a partnership to deliver broader consumer financial-life solutions, which can help cross-sell data and services into new channels. Gen and Equifax Expand Partnership to Deliver Comprehensive Solutions for Consumers’ Financial Lives
• Neutral Sentiment: FY 2026 guidance largely in line — Equifax set FY26 EPS guidance of $8.30–$8.70, a range that brackets consensus and implies modest upside if execution holds; investors will watch conversion to free cash flow and margin recovery. Equifax Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Analyst reaction — Morgan Stanley kept a Buy rating but trimmed its price target, reflecting confidence in long-term earnings power while moderating near-term upside expectations. Equifax: Strong Q4 Beat, Rebounding Government Segment, and Undervalued Long-Term Earnings Power Support Buy Rating
• Negative Sentiment: Regulatory and reputational risk — Senators accused Equifax of “price‑gouging” Medicaid programs as states prepare for new requirements, raising potential regulatory scrutiny and political risk that could pressure future government contracts and public perception. Senators Accuse Equifax of ‘Price-Gouging’ Medicaid Programs
• Negative Sentiment: Cautious Q1 outlook and margin pressure — Equifax guided Q1 EPS below consensus (1.63–1.73 vs ~1.78) and flagged some margin pressure, which tempers near-term expectations despite the full-year range. This helped trigger short-term selling earlier in the week. Equifax Q4 Earnings Beat Estimates, Revenues Jump 9% Y/Y

About Equifax

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.