Equifax (NYSE:EFX) Given New $200.00 Price Target at The Goldman Sachs Group

Equifax (NYSE:EFX) had its price objective raised by equities research analysts at The Goldman Sachs Group from $192.00 to $200.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage presently has a “neutral” rating on the credit services provider’s stock. The Goldman Sachs Group’s price objective would indicate a potential upside of 3.95% from the stock’s previous close.

Other analysts have also recently issued reports about the stock. UBS Group dropped their target price on shares of Equifax from $230.00 to $220.00 and set a “buy” rating on the stock in a report on Monday, April 13th. Jefferies Financial Group dropped their target price on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Oppenheimer dropped their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Wells Fargo & Company dropped their target price on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Finally, BMO Capital Markets set a $195.00 price target on shares of Equifax in a research report on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Equifax presently has an average rating of “Moderate Buy” and a consensus target price of $231.00.

Equifax Trading Down 0.0%

EFX opened at $192.41 on Wednesday. The stock has a market capitalization of $23.21 billion, a PE ratio of 36.17, a P/E/G ratio of 1.51 and a beta of 1.56. The firm’s fifty day moving average price is $189.45 and its 200 day moving average price is $206.02. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60. Equifax has a 12-month low of $166.02 and a 12-month high of $281.03.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. During the same period in the prior year, the company posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, research analysts expect that Equifax will post 8.62 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Jamil Farshchi sold 1,167 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the sale, the executive vice president directly owned 39,869 shares in the company, valued at approximately $7,968,617.03. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 49,671 shares of company stock worth $9,960,181. 1.70% of the stock is owned by company insiders.

Institutional Trading of Equifax

Several institutional investors have recently made changes to their positions in the stock. Maridea Wealth Management LLC acquired a new stake in shares of Equifax during the first quarter worth approximately $281,000. Pinnacle Wealth Management Advisory Group LLC bought a new position in Equifax during the first quarter valued at approximately $358,000. Louisiana State Employees Retirement System bought a new position in Equifax during the first quarter valued at approximately $1,098,000. Breakwater Capital Group bought a new position in Equifax during the first quarter valued at approximately $221,000. Finally, OP Asset Management Ltd bought a new position in Equifax during the first quarter valued at approximately $2,352,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q1 beat — Equifax reported $1.86 EPS vs. $1.69 expected and record revenue of $1.649B (up ~14%), roughly $37M above the midpoint of February guidance; topline strength is a clear near‑term positive. Equifax Delivers Record First Quarter Revenue
• Positive Sentiment: Product/AI tailwinds — Management credited AI‑driven product innovation and strong cloud adoption (including a 38% jump in U.S. mortgage revenue) for the record quarter, supporting growth expectations if execution continues. Equifax Credits AI Tools for Record $1.6 Billion Quarter
• Positive Sentiment: Analyst support — Needham reaffirmed a Buy and set a $265 price target (meaningful upside to current levels), citing operational outperformance and disciplined buybacks. That endorsement may underpin buyer interest. Needham Reaffirms Buy on Equifax
• Neutral Sentiment: Earnings call tone mixed — The call highlighted growth and strategic initiatives but management struck a cautious tone on the mortgage outlook and macro, making the beat less unambiguously bullish. Earnings Call: Growth, Caution And Cash
• Negative Sentiment: Cautious guidance and mortgage risk — Equifax maintained FY and Q2 guidance that sits around or slightly below consensus (Q2 EPS 2.15–2.25 vs. est. ~2.24; FY EPS 8.34–8.74 vs. est. ~8.60). Management flagged Iran‑related rate moves and potential mortgage market weakness, which prompted profit‑taking. Equifax stock slips after maintaining revenue guidance
• Negative Sentiment: Analyst PT trim — Jefferies cut its price target from $240 to $220 (still a Buy), signaling some analyst caution on the near‑term outlook; incremental PT downgrades could weigh on sentiment. Jefferies Lowers PT on Equifax

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.