Equifax’s (EFX) Buy Rating Reiterated at UBS Group

UBS Group reaffirmed their buy rating on shares of Equifax (NYSE:EFX) in a report published on Wednesday morning,Benzinga reports. They currently have a $220.00 price objective on the credit services provider’s stock.

A number of other research firms also recently commented on EFX. BNP Paribas Exane decreased their price target on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday, June 18th. Morgan Stanley dropped their price target on Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Jefferies Financial Group decreased their price objective on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a report on Friday, April 17th. Mizuho dropped their target price on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, July 2nd. Finally, Citigroup cut their target price on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $223.39.

Equifax Price Performance

Shares of NYSE EFX opened at $166.47 on Wednesday. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax has a fifty-two week low of $150.74 and a fifty-two week high of $271.84. The business has a 50 day moving average price of $164.96 and a two-hundred day moving average price of $185.91. The firm has a market cap of $19.82 billion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 1.24 and a beta of 1.32.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business’s revenue was up 14.3% on a year-over-year basis. During the same period in the prior year, the business posted $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. Sell-side analysts expect that Equifax will post 8.56 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were given a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.3%. Equifax’s payout ratio is 39.44%.

Insider Buying and Selling at Equifax

In related news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the transaction, the chief executive officer owned 271,730 shares in the company, valued at $46,846,252. This represents a 12.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Hedge Funds Weigh In On Equifax

Hedge funds have recently modified their holdings of the stock. Brighton Jones LLC increased its position in Equifax by 49.2% in the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC bought a new stake in shares of Equifax in the 1st quarter valued at approximately $204,000. Empowered Funds LLC grew its stake in shares of Equifax by 14.6% in the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after buying an additional 321 shares in the last quarter. First Trust Advisors LP increased its holdings in Equifax by 14.5% in the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock worth $1,979,000 after buying an additional 966 shares during the last quarter. Finally, AXA S.A. raised its position in Equifax by 699.9% during the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock valued at $2,249,000 after acquiring an additional 7,587 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax Company Profile

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.