Equifax (NYSE:EFX – Free Report) had its price target hoisted by Needham & Company LLC from $190.00 to $210.00 in a report issued on Wednesday, Marketbeat Ratings reports. They currently have a buy rating on the credit services provider’s stock.
Other analysts also recently issued reports about the stock. Morgan Stanley reduced their price target on shares of Equifax from $225.00 to $205.00 and set an “overweight” rating on the stock in a report on Tuesday, October 13th. Rothschild & Co Redburn upgraded shares of Equifax from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $214.00 to $235.00 in a research note on Friday, August 21st. Robert W. Baird dropped their price objective on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Wells Fargo & Company cut their price objective on Equifax from $212.00 to $200.00 and set an “overweight” rating for the company in a research report on Tuesday, September 22nd. Finally, Barclays cut their price objective on Equifax from $200.00 to $155.00 and set an “equal weight” rating for the company in a research report on Friday, October 2nd. Fifteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average target price of $200.00.
Get Our Latest Research Report on EFX
Equifax Trading Down 2.5%
Shares of EFX opened at $182.48 on Wednesday. The company has a debt-to-equity ratio of 1.12, a current ratio of 1.09 and a quick ratio of 0.60. Equifax has a 1 year low of $137.01 and a 1 year high of $238.94. The company has a 50 day simple moving average of $166.93 and a two-hundred day simple moving average of $170.01. The firm has a market cap of $21.35 billion, a P/E ratio of 29.48, a price-to-earnings-growth ratio of 1.92 and a beta of 1.35.
Equifax (NYSE:EFX – Get Free Report) last released its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.06. Equifax had a net margin of 11.27% and a return on equity of 22.48%. The firm had revenue of $1.69 billion for the quarter, compared to analysts’ expectations of $1.69 billion. During the same quarter last year, the business posted $2.04 earnings per share. The company’s revenue for the quarter was up 9.6% compared to the same quarter last year. On average, equities analysts expect that Equifax will post 8.50 earnings per share for the current fiscal year.
Equifax Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were issued a $0.56 dividend. The ex-dividend date of this dividend was Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. Equifax’s dividend payout ratio (DPR) is 36.19%.
Insiders Place Their Bets
In related news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total value of $845,820.00. Following the sale, the executive vice president owned 69,055 shares in the company, valued at approximately $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.
Hedge Funds Weigh In On Equifax
A number of institutional investors and hedge funds have recently made changes to their positions in the business. Raiffeisen Bank International AG lifted its stake in Equifax by 1.5% in the second quarter. Raiffeisen Bank International AG now owns 3,590 shares of the credit services provider’s stock worth $569,000 after acquiring an additional 53 shares during the period. V Square Quantitative Management LLC grew its holdings in Equifax by 3.8% during the 1st quarter. V Square Quantitative Management LLC now owns 1,730 shares of the credit services provider’s stock worth $312,000 after acquiring an additional 64 shares in the last quarter. Droms Strauss Advisors Inc. MO ADV grew its holdings in Equifax by 1.9% during the 1st quarter. Droms Strauss Advisors Inc. MO ADV now owns 5,435 shares of the credit services provider’s stock worth $979,000 after acquiring an additional 100 shares in the last quarter. Glenmede Trust Co. NA increased its position in Equifax by 0.8% during the 1st quarter. Glenmede Trust Co. NA now owns 13,647 shares of the credit services provider’s stock valued at $2,457,000 after purchasing an additional 102 shares during the period. Finally, Empirical Finance LLC increased its position in Equifax by 3.4% during the 2nd quarter. Empirical Finance LLC now owns 4,314 shares of the credit services provider’s stock valued at $685,000 after purchasing an additional 140 shares during the period. 96.20% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Equifax
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, exceeding the $2.20 consensus estimate, while revenue reached approximately $1.69 billion and increased 9.6% year over year. Coverage highlighted the company’s margin performance and earnings strength. Equifax Stock Climbs As Q3 Earnings Showcase Margin Power
- Positive Sentiment: Argus Research upgraded EFX from Hold to Buy and set a $200 price target. Wells Fargo and Citi also maintained Buy ratings, while Needham raised its price target, providing additional analyst support. Argus Upgrades Equifax
- Positive Sentiment: The stock has gained nearly 35% in October, its strongest monthly performance in available TradingView data, reflecting renewed investor enthusiasm following the earnings release. Equifax Goes From Its Worst Month on Record to Its Best
- Neutral Sentiment: Equifax Canada reported that one in four small-business owners have personally guaranteed business financing with homes or other assets. The survey underscores continued demand for credit information but also signals financial pressure among borrowers. Equifax Canada Small Business Survey
- Negative Sentiment: Full-year 2026 revenue guidance of $6.6 billion to $6.7 billion is below the $6.7 billion consensus, while fourth-quarter revenue guidance of $1.6 billion and EPS guidance of $2.07 to $2.17 trail estimates of $1.7 billion and $2.21, respectively. The weaker outlook is likely the main reason for the latest pressure on the shares.
- Negative Sentiment: Analysts reduced fair-value expectations after trimming mortgage-growth forecasts, adding valuation pressure following the sharp October rally. Equifax Fair Value Cut
Equifax Company Profile
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.
Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.
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