Equifax, Inc. (NYSE:EFX) Receives $223.39 Average Price Target from Analysts

Equifax, Inc. (NYSE:EFX) has been assigned an average recommendation of “Moderate Buy” from the nineteen ratings firms that are presently covering the company, MarketBeat Ratings reports. Six equities research analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. The average 1 year price objective among brokerages that have issued ratings on the stock in the last year is $221.6316.

Several research analysts have weighed in on EFX shares. Rothschild & Co Redburn cut their price objective on Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. BNP Paribas Exane reduced their target price 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. Robert W. Baird dropped their price objective on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Needham & Company LLC reissued a “buy” rating and issued a $265.00 target price on shares of Equifax in a research report on Tuesday, July 7th. Finally, BMO Capital Markets lowered their target price on Equifax from $195.00 to $179.00 and set a “market perform” rating on the stock in a research note on Monday, July 13th.

Equifax Trading Down 4.4%

Shares of Equifax stock opened at $172.23 on Friday. The stock has a fifty day simple moving average of $165.31 and a 200 day simple moving average of $183.40. Equifax has a 12-month low of $150.74 and a 12-month high of $271.84. The company has a market capitalization of $20.51 billion, a P/E ratio of 30.32, a price-to-earnings-growth ratio of 1.36 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 earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same quarter in the prior year, the company posted $2.00 earnings per share. The firm’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. On average, sell-side analysts anticipate that Equifax will post 8.56 earnings per share for the current fiscal year.

Equifax Dividend Announcement

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

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 2026 EPS of $2.25, topping estimates, while revenue of $1.70 billion rose 11% year over year and matched Wall Street expectations. The company also highlighted strength in USIS, mortgage, and verification businesses, and announced an agreement to acquire Círculo de Crédito, which could expand its credit data footprint. Article Title
• Positive Sentiment: Management said early AI and agentic-automation gains are helping drive efficiency, and it doubled its expected three-year AI-driven cost savings target to $150 million from $75 million, a potentially meaningful margin tailwind over time. Article Title
• Neutral Sentiment: Free cash flow remained strong at $326 million for the first six months, and the company returned $366 million to shareholders, supporting the longer-term investment case even as near-term sentiment stays cautious. Article Title
• Negative Sentiment: Investor reaction has been pressured by Equifax’s weaker-than-expected Q3 and full-year 2026 guidance, which came in below consensus and suggests headwinds from a tough mortgage market and broader macro conditions. Article Title
• Negative Sentiment: Margins were also hit by a legal settlement accrual tied to a previously disclosed coding issue, adding another overhang as analysts noted the company’s near-term outlook appears less exciting than the quarter’s operating results. Article Title

Insider Buying and Selling

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value 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. This trade represents a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a legal 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. Also, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Equifax

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Soroban Capital Partners LP raised its stake in 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 in the last quarter. Norges Bank purchased a new stake in Equifax during the fourth quarter valued at about $275,635,000. Massachusetts Financial Services Co. MA lifted its stake 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 worth $942,676,000 after purchasing an additional 1,145,921 shares during the last quarter. Brown Advisory Inc. boosted its holdings in shares of Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Finally, Van ECK Associates Corp boosted its holdings in shares of Equifax by 105.5% in the 4th quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock worth $347,909,000 after purchasing an additional 823,116 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

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.