Equifax, Inc. (NYSE:EFX) Given Consensus Recommendation of “Moderate Buy” by Analysts

Equifax, Inc. (NYSE:EFX) has earned a consensus recommendation of “Moderate Buy” from the nineteen research firms that are presently covering the stock, MarketBeat reports. Six investment analysts have rated the stock with a hold recommendation and thirteen have assigned a buy recommendation to the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $215.7895.

EFX has been the subject of a number of recent research reports. Needham & Company LLC cut their price target on Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a research note on Wednesday. BMO Capital Markets lowered their price target on Equifax from $195.00 to $179.00 and set a “market perform” rating for the company in a research note on Monday, July 13th. BNP Paribas Exane cut their price objective on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a research report on Thursday, June 18th. Bank of America cut their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Finally, Mizuho decreased their target price on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating for the company in a research report on Thursday, July 2nd.

Insider Buying and Selling

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the transaction, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in EFX. State Street Corp lifted its holdings in Equifax by 1.3% in the 4th quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock worth $1,097,147,000 after purchasing an additional 66,289 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after purchasing an additional 1,145,921 shares during the last quarter. Soroban Capital Partners LP raised its position in shares of Equifax by 310.5% in the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock valued at $753,515,000 after purchasing an additional 3,165,120 shares during the period. Brown Advisory Inc. raised its position in shares of Equifax by 57.2% in the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after purchasing an additional 1,022,819 shares during the period. Finally, Bank of America Corp DE lifted its stake in shares of Equifax by 36.5% in the first quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock worth $379,490,000 after buying an additional 563,880 shares during the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Key Headlines Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 EPS of $2.25, topping estimates, with revenue of $1.70 billion in line with expectations and up 10.6% year over year, which supports the case for continued fundamental growth.
• Positive Sentiment: Management kept the bullish long-term narrative intact, highlighting AI-driven productivity savings of $150 million through 2028 and ongoing operating leverage, which could improve margins over time. Equifax outlines 3Q 2026 revenue of $1.68B-$1.71B as it targets $150M in AI productivity savings through 2028
• Positive Sentiment: Several analysts still reiterated bullish views after the results, with Needham maintaining a Buy rating even while trimming its target to $245, and William Blair also keeping a Buy call, signaling continued Street support. Needham PT Lowered to $245 at Equifax
• Neutral Sentiment: Commentary from Zacks and other market pieces continues to describe Equifax as a growth and value candidate, but these pieces appear more style-rank driven than company-specific catalysts.
• Negative Sentiment: The new Q3 revenue outlook of $1.68 billion to $1.71 billion was viewed as more cautious than some investors wanted, contributing to analyst forecast cuts and adding concern about near-term growth momentum.
• Negative Sentiment: Investors are also weighing valuation concerns and the company’s new debt, with some market commentary questioning whether EFX is still a bargain after its credit bureau deal and balance-sheet changes.

Equifax Trading Down 2.0%

NYSE EFX opened at $167.03 on Friday. The company has a current ratio of 0.60, a quick ratio of 0.61 and a debt-to-equity ratio of 0.92. Equifax has a 1-year low of $150.74 and a 1-year high of $271.84. The firm’s fifty day simple moving average is $165.70 and its 200-day simple moving average is $182.74. The company has a market capitalization of $19.62 billion, a PE ratio of 29.35, a price-to-earnings-growth ratio of 1.29 and a beta of 1.32.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter last year, the firm earned $2.00 earnings per share. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, sell-side analysts anticipate that Equifax will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were issued a dividend of $0.56 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. Equifax’s dividend payout ratio (DPR) is currently 39.44%.

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.