Citigroup Lowers Equifax (NYSE:EFX) Price Target to $238.00

Equifax (NYSE:EFX) had its price target reduced by investment analysts at Citigroup from $256.00 to $238.00 in a report released on Wednesday,MarketScreener reports. The brokerage presently has a “buy” rating on the credit services provider’s stock. Citigroup’s price objective would suggest a potential upside of 23.70% from the company’s current price.

A number of other equities analysts have also recently commented on the company. Royal Bank Of Canada set a $220.00 target price on Equifax in a report on Thursday, February 5th. Needham & Company LLC reiterated a “buy” rating and issued a $265.00 target price on shares of Equifax in a report on Wednesday. The Goldman Sachs Group lifted their target price on Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a report on Wednesday. UBS Group decreased their price target on Equifax from $230.00 to $220.00 and set a “buy” rating for the company in a research note on Monday, April 13th. Finally, Morgan Stanley decreased 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. Thirteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Equifax Price Performance

Shares of Equifax stock opened at $192.41 on Wednesday. The stock has a market cap of $23.21 billion, a price-to-earnings ratio of 36.17, a price-to-earnings-growth ratio of 1.51 and a beta of 1.56. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. The stock has a 50 day moving average price of $189.45 and a 200-day moving average price of $206.02. Equifax has a one year low of $166.02 and a one year high of $281.03.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.53 EPS. 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 EPS for the current year.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president owned 39,869 shares in the company, valued at $7,968,617.03. The trade was a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 49,671 shares of company stock worth $9,960,181. 1.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Equifax

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Cullen Frost Bankers Inc. acquired a new stake in shares of Equifax in the fourth quarter valued at approximately $25,000. Ameriflex Group Inc. grew its position in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after acquiring an additional 98 shares during the period. Reflection Asset Management acquired a new stake in shares of Equifax in the fourth quarter valued at $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Equifax in the fourth quarter valued at $26,000. Finally, Lodestone Wealth Management LLC purchased a new position in Equifax in the fourth quarter valued at $29,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

More 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

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.