Equifax’s (EFX) “Buy” Rating Reiterated at UBS Group

Equifax (NYSE:EFX)‘s stock had its “buy” rating reaffirmed by investment analysts at UBS Group in a report issued on Wednesday,Benzinga reports. They presently have a $220.00 price target on the credit services provider’s stock. UBS Group’s price objective would suggest a potential upside of 31.14% from the stock’s current price.

Several other research firms have also commented on EFX. Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 price target on shares of Equifax in a research report on Tuesday. BNP Paribas Exane cut their price objective on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research report on Thursday, June 18th. Wells Fargo & Company dropped their price target on shares of Equifax from $230.00 to $220.00 and set an “overweight” rating for the company in a research report on Thursday, June 18th. Morgan Stanley cut their target price on Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Finally, Jefferies Financial Group dropped their target price on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Thirteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $223.39.

Equifax Price Performance

Shares of EFX stock traded down $6.82 during trading hours on Wednesday, reaching $167.76. The company had a trading volume of 599,917 shares, compared to its average volume of 1,795,673. Equifax has a 12-month low of $150.74 and a 12-month high of $271.84. The company has a market capitalization of $19.98 billion, a price-to-earnings ratio of 29.54, a PEG ratio of 1.27 and a beta of 1.32. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The stock has a fifty day moving average of $165.26 and a 200-day moving average of $186.78.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same period last year, the company earned $1.53 EPS. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities analysts anticipate that Equifax will post 8.57 earnings per share for the current year.

Insider Activity

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction that occurred 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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction on Friday, April 24th. The shares were 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 in the company, valued at $46,846,252. This trade represents a 12.21% 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. Corporate insiders own 1.70% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in EFX. Cullen Frost Bankers Inc. acquired a new stake in shares of Equifax in the fourth quarter valued at approximately $25,000. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after purchasing an additional 98 shares during the period. Reflection Asset Management acquired a new position in Equifax in the fourth quarter valued at $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Equifax during the fourth quarter worth about $26,000. Finally, Lodestone Wealth Management LLC purchased a new stake in Equifax during the 4th quarter valued at approximately $29,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax announced a definitive agreement to acquire Círculo de Crédito, the fastest-growing credit bureau in Mexico, for $750 million, a move aimed at expanding its international footprint and adding cloud-native and AI-enabled capabilities. Equifax Announces Definitive Agreement to Acquire Círculo de Crédito in Mexico
• Positive Sentiment: William Blair and Needham both maintained bullish ratings on Equifax, with Needham reiterating a Buy and a $265 price target, suggesting confidence that the acquisition can support growth and earnings. Equifax Earns Buy Rating as Círculo de Crédito Acquisition Bolsters International Growth and Earnings Outlook
• Positive Sentiment: The company also announced its second-quarter 2026 earnings release date for July 21, which keeps attention on upcoming results and guidance. Equifax Announces Earnings Release Date and Conference Call for Second Quarter 2026 Results
• Neutral Sentiment: Equifax’s new Market Pulse Index showed U.S. consumer financial health declined again in Q1 2026, which highlights growing pressure on the middle class but does not directly point to a near-term company-specific catalyst. Equifax Market Pulse Index Report Highlights Growing Pressure on the U.S. Middle Class
• Neutral Sentiment: Some trading commentary suggested the stock was testing resistance and consolidating, reflecting market positioning rather than a clear fundamental shift. Stock Of The Day: Is Equifax About To Break Out?
• Negative Sentiment: Investors may be weighing the size of the Mexico deal and valuation concerns, which has led to some short-term caution despite the strategic logic. Equifax Bets $750 Million on Mexico’s Fast-Growing Credit Market

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.