Equifax Stock Earnings Estimates Decreased by Zacks Research

Equifax, Inc. (NYSE:EFX) – Research analysts at Zacks Research reduced their FY2026 earnings estimates for Equifax in a research note issued to investors on Tuesday, November 3rd. Zacks Research analyst Team now forecasts that the credit services provider will post earnings per share of $8.49 for the year, down from their prior forecast of $8.63. The consensus estimate for Equifax’s current full-year earnings is $8.50 per share. Zacks Research also issued estimates for Equifax’s Q4 2026 earnings at $2.12 EPS, Q1 2027 earnings at $1.98 EPS, Q2 2027 earnings at $2.40 EPS, Q3 2027 earnings at $2.53 EPS, Q4 2027 earnings at $2.42 EPS, FY2027 earnings at $9.33 EPS, Q1 2028 earnings at $2.42 EPS, Q2 2028 earnings at $2.81 EPS and FY2028 earnings at $10.72 EPS.

EFX has been the topic of a number of other research reports. Citigroup lowered their target price on shares of Equifax from $238.00 to $220.00 and set a “buy” rating on the stock in a report on Wednesday, July 22nd. Argus raised Equifax from a “hold” rating to a “buy” rating and set a $200.00 price target for the company in a report on Thursday, October 22nd. Morgan Stanley reduced their price target on Equifax from $225.00 to $205.00 and set an “overweight” rating for the company in a research report on Tuesday, October 13th. Credit Suisse Group set a $160.00 price target on Equifax in a research report on Wednesday, September 30th. Finally, Needham & Company LLC boosted their price objective on Equifax from $190.00 to $210.00 and gave the company a “buy” rating in a research note on Wednesday, October 21st. Fourteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $200.55.

Equifax Stock Performance

Shares of EFX stock opened at $187.96 on Wednesday. The firm’s 50 day moving average is $166.25 and its 200 day moving average is $177.14. The stock has a market capitalization of $22.00 billion, a P/E ratio of 30.37, a PEG ratio of 1.97 and a beta of 1.27. Equifax has a 12 month low of $137.01 and a 12 month high of $228.67. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.12.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $1.69 billion. During the same quarter last year, the company earned $2.04 earnings per share. The company’s revenue was up 9.6% on a year-over-year basis.

Institutional Investors Weigh In On Equifax

Large investors have recently added to or reduced their stakes in the business. StoneRidge PMG Advisors LLC bought a new position in Equifax in the 3rd quarter worth about $319,000. Candriam S.C.A. boosted its position in shares of Equifax by 15.4% during the 3rd quarter. Candriam S.C.A. now owns 13,766 shares of the credit services provider’s stock valued at $1,896,000 after acquiring an additional 1,834 shares during the last quarter. Axiom Investment Management LLC grew its holdings in shares of Equifax by 8.9% during the third quarter. Axiom Investment Management LLC now owns 670 shares of the credit services provider’s stock worth $92,000 after purchasing an additional 55 shares in the last quarter. Pictet Asset Management Holding SA grew its holdings in shares of Equifax by 119.0% during the third quarter. Pictet Asset Management Holding SA now owns 255,777 shares of the credit services provider’s stock worth $35,159,000 after purchasing an additional 138,961 shares in the last quarter. Finally, Heritage Family Offices LLP bought a new position in shares of Equifax in the third quarter worth approximately $35,000. Institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other news, EVP John Gamble sold 4,000 shares of the business’s stock in a transaction on Thursday, October 29th. The shares were sold at an average price of $177.68, for a total transaction of $710,720.00. Following the completion of the transaction, the executive vice president directly owned 65,145 shares in the company, valued at $11,574,963.60. The trade was a 5.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,792 shares of the company’s stock in a transaction on Friday, October 23rd. The stock was sold at an average price of $182.80, for a total transaction of $6,908,377.60. Following the completion of the transaction, the chief executive officer directly owned 289,922 shares in the company, valued at approximately $52,997,741.60. The trade was a 11.53% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 46,292 shares of company stock worth $8,464,918 in the last ninety days. 1.70% of the stock is currently owned by insiders.

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Monday, August 31st. Equifax’s dividend payout ratio is 36.19%.

Key Headlines Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks raised its Q2 2028 EPS estimate slightly, to $2.81 from $2.79, providing a limited bright spot.
• Neutral Sentiment: Equifax’s survey found that rising costs are pressuring Canadian consumers, particularly younger adults and families. This points to financial stress but does not directly establish an impact on Equifax’s results. Survey article
• Neutral Sentiment: EVP John Gamble sold 4,000 shares under a pre-arranged 10b5-1 plan and retained 65,145 shares, making the transaction less clearly bearish than an unplanned sale. Insider-sale report
• Negative Sentiment: Zacks cut estimates for multiple periods, including FY2027 EPS to $9.33 from $9.84 and FY2028 to $10.72 from $10.95. It also lowered its FY2026 estimate to $8.49 from $8.63, just below the stated $8.50 consensus. The breadth of the downward revisions is the clearest potential pressure on EFX shares.

About Equifax

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.