Equifax (NYSE:EFX) Releases Q2 2026 Earnings Guidance

Equifax (NYSE:EFX) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.150-2.250 for the period, compared to the consensus earnings per share estimate of 2.240. 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 8.340-8.740 EPS.

Wall Street Analyst Weigh In

EFX has been the topic of a number of recent research reports. Royal Bank Of Canada set a $220.00 price objective on Equifax in a research note on Thursday, February 5th. Robert W. Baird set a $250.00 target price on Equifax in a report on Thursday, February 5th. Jefferies Financial Group decreased their price target on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, April 17th. Morgan Stanley dropped their price target on Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Finally, Oppenheimer cut their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. Thirteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $235.75.

Equifax Stock Down 2.7%

NYSE EFX opened at $193.15 on Wednesday. The business has a fifty day moving average price of $189.45 and a two-hundred day moving average price of $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 fifty-two week low of $166.02 and a fifty-two week high of $281.03. The stock has a market capitalization of $23.30 billion, a PE ratio of 36.31, a PEG ratio of 1.51 and a beta of 1.56.

Equifax (NYSE:EFX) last issued 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. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter last year, the company posted $1.53 EPS. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities analysts expect that Equifax will post 8.62 earnings per share for the current fiscal year.

Equifax Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $0.56 dividend. This is a boost from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Monday, March 9th. Equifax’s dividend payout ratio (DPR) is presently 42.11%.

Insiders Place Their Bets

In other news, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total value of $1,216,567.53. Following the completion of the transaction, the executive vice president owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. This represents a 13.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 49,671 shares of company stock valued at $9,960,181. 1.70% of the stock is currently owned by corporate insiders.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Record Q1 results — EPS and revenue topped estimates and revenue came in $37M above the midpoint of February guidance, supporting the company’s growth story. Equifax Delivers Record First Quarter Revenue
• Positive Sentiment: Revenue drivers: management credited AI-powered product innovation, cloud offerings and a 38% jump in U.S. mortgage revenue for the quarter’s strength — points to sustainable product-led growth if mortgage demand holds. Equifax Credits AI Tools for Record $1.6 Billion Quarter
• Neutral Sentiment: Management reiterated FY and Q2 guidance (Q2 EPS 2.15–2.25; FY EPS 8.34–8.74) — guidance is roughly in line with consensus midpoints but leaves less upside than investors hoped, so it’s mixed for near-term sentiment. Equifax Press Release / Slide Deck
• Neutral Sentiment: Earnings call tone was upbeat on growth and cash but cautious on near-term mortgage and macro uncertainty — suggests disciplined capital allocation but limited immediate upside from the call alone. Equifax Earnings Call: Growth, Caution And Cash
• Negative Sentiment: Market reaction: after the initial rally, shares slipped as investors focused on management maintaining revenue guidance and warning that geopolitical-driven rate volatility (Iran tensions) could weaken the mortgage market. That dampened the upside from the beat. Equifax stock slips after maintaining revenue guidance
• Negative Sentiment: Analyst reaction: Jefferies trimmed its price target (from $240 to $220) while keeping a buy rating — a sign analysts see upside but are tempering near-term expectations. Jefferies adjusts price target on Equifax

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Brighton Jones LLC increased its holdings in Equifax by 49.2% in the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares in the last quarter. Aster Capital Management DIFC Ltd acquired a new stake in shares of Equifax during the fourth quarter valued at about $99,000. State of Wyoming grew its holdings in shares of Equifax by 200.0% during the fourth quarter. State of Wyoming now owns 408 shares of the credit services provider’s stock worth $89,000 after purchasing an additional 272 shares during the last quarter. Advisory Services Network LLC bought a new stake in shares of Equifax during the third quarter worth about $69,000. Finally, Johnson Financial Group Inc. increased its stake in shares of Equifax by 523.4% in the third quarter. Johnson Financial Group Inc. now owns 293 shares of the credit services provider’s stock valued at $75,000 after buying an additional 246 shares during the period. 96.20% of the stock is currently 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.