Equifax (NYSE:EFX) Price Target Lowered to $238.00 at Citigroup

Equifax (NYSE:EFX) had its price objective cut by Citigroup from $256.00 to $238.00 in a report released on Wednesday morning,MarketScreener reports. They currently have a buy rating on the credit services provider’s stock.

A number of other research firms also recently weighed in on EFX. UBS Group reduced their target price on shares of Equifax from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. JPMorgan Chase & Co. reduced their target price on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Jefferies Financial Group reduced their target price on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, April 17th. Royal Bank Of Canada set a $220.00 target price on shares of Equifax in a research report on Thursday, February 5th. Finally, Robert W. Baird reduced their target price on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research report on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Equifax Stock Down 7.3%

NYSE:EFX opened at $178.44 on Wednesday. The firm’s 50-day moving average price is $189.07 and its 200-day moving average price is $205.82. The company has a market capitalization of $21.53 billion, a PE ratio of 31.41, a P/E/G ratio of 1.47 and a beta of 1.56. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.60. Equifax has a 1-year low of $166.02 and a 1-year high of $281.03.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue was up 14.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.53 EPS. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities analysts predict that Equifax will post 8.57 EPS for the current fiscal year.

Equifax Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio (DPR) is presently 39.44%.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total value of $7,629,624.99. Following the transaction, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. The trade was a 14.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction of $880,740.00. Following the completion of the transaction, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 49,671 shares of company stock worth $9,960,181 in the last quarter. Corporate insiders own 1.70% of the company’s stock.

Hedge Funds Weigh In On Equifax

Hedge funds have recently bought and sold shares of the company. Cullen Frost Bankers Inc. bought a new position in Equifax in the 4th quarter worth about $25,000. Ameriflex Group Inc. lifted its stake in Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares during the period. Kemnay Advisory Services Inc. bought a new position in Equifax during the 4th quarter valued at about $26,000. Reflection Asset Management bought a new position in Equifax during the 4th quarter valued at about $26,000. Finally, Spire Wealth Management lifted its stake in Equifax by 82.9% during the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 58 shares during the period. Institutional investors own 96.20% of the company’s stock.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q1 beat and record revenue; management credited AI product innovation and strong U.S. mortgage results that drove 14% revenue growth — a clear fundamental positive for growth and margins. Equifax Delivers Record First Quarter Revenue
• Positive Sentiment: Analyst support remains: Needham reaffirmed a Buy with a $265 target, signaling institutional conviction in the company’s execution and buyback/capital allocation strategy. Needham Reaffirms Buy on Equifax
• Positive Sentiment: Goldman Sachs lifted its price target (192 → 200) and kept a Neutral rating, a modest positive that reduces near-term downside risk from that shop. Goldman Sachs Raises PT on Equifax
• Neutral Sentiment: Company guidance for Q2 and FY2026 was reiterated/set in a range that overlaps street estimates (Q2 EPS 2.15–2.25; FY EPS 8.34–8.74). That kept expectations roughly intact but left room for investor interpretation. Earnings Release & Call Materials
• Neutral Sentiment: Extensive earnings coverage and call transcripts are available (high visibility can amplify both upside and downside moves depending on next-quarter indicators). Earnings Call Transcript
• Negative Sentiment: Multiple firms trimmed price targets (Baird 250→245; Wells Fargo 240→230; Citi 256→238; Morgan Stanley 244→243). Those cuts — even when ratings were maintained — likely pressured the stock by reducing upside from some Wall Street desks. Baird Lowers PT on Equifax
• Negative Sentiment: Macro/geopolitical uncertainty (spike in rates after Iran tensions) clouds the mortgage outlook — the very end market that boosted Q1 — prompting investor caution despite the beat. Q1 Deep Dive: Mortgage Gains & Macro Headwinds

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.