Equifax (NYSE:EFX) Releases Q3 2026 Earnings Guidance

Equifax (NYSE:EFX) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.150-2.250 for the period, compared to the consensus estimate of 2.270. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Equifax also updated its FY 2026 guidance to 8.390-8.690 EPS.

Equifax Stock Performance

EFX stock opened at $180.78 on Tuesday. The stock’s 50 day simple moving average is $165.20 and its 200 day simple moving average is $183.71. Equifax has a 12-month low of $150.74 and a 12-month high of $271.84. The stock has a market capitalization of $21.52 billion, a PE ratio of 31.83, a price-to-earnings-growth ratio of 1.34 and a beta of 1.32. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last announced its quarterly earnings data 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 firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue was up 14.3% on a year-over-year basis. During the same period last year, the firm earned $1.53 EPS. As a group, research analysts forecast that Equifax will post 8.56 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were given 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 yield of 1.2%. Equifax’s dividend payout ratio is 39.44%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on EFX shares. Bank of America lowered their target price on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Tuesday, May 19th. Mizuho cut their price objective 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. Needham & Company LLC restated a “buy” rating and set a $265.00 price objective on shares of Equifax in a research note on Tuesday, July 7th. Robert W. Baird reduced their price target on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. Finally, BNP Paribas Exane decreased their price objective on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research report on Thursday, June 18th. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $223.39.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the transaction, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. 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. Company insiders own 1.70% of the company’s stock.

Institutional Investors Weigh In On Equifax

Large investors have recently modified their holdings of the company. 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 valued at $927,000 after acquiring an additional 1,200 shares during the period. Great Lakes Advisors LLC acquired a new stake in shares of Equifax during the first quarter worth $204,000. Empowered Funds LLC increased its stake in 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 during the period. First Trust Advisors LP raised its position in Equifax by 14.5% during the 2nd 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. lifted its stake in shares of Equifax by 699.9% in the 2nd quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after acquiring an additional 7,587 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

About Equifax

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.