Equifax, Inc. (NYSE:EFX) Stock Has Consensus Target Price of $200.00

Key Points

• Analysts maintain a Moderate Buy consensus on Equifax, with 15 buy ratings and six holds among 21 analysts. The average 12-month price target is $200, though recent targets and ratings have been mixed.
• Equifax reported third-quarter adjusted EPS of $2.26, beating the $2.20 consensus, while revenue rose 9.6% year over year to approximately $1.69 billion.
• The company’s near-term outlook is a concern: full-year and fourth-quarter 2026 revenue and EPS guidance trail analyst expectations, while the stock has faced valuation pressure after gaining nearly 35% in October.

Shares of Equifax, Inc. (NYSE:EFX - Get Free Report) have been given an average recommendation of "Moderate Buy" by the twenty-one analysts that are currently covering the company, MarketBeat.com reports. Six investment analysts have rated the stock with a hold rating and fifteen have issued a buy rating on the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $200.00.

EFX has been the topic of a number of recent analyst reports. Argus upgraded shares of Equifax from a "hold" rating to a "buy" rating and set a $200.00 price target on the stock in a report on Thursday. Wells Fargo & Company decreased their price objective on shares of Equifax from $212.00 to $200.00 and set an "overweight" rating for the company in a research note on Tuesday, September 22nd. Needham & Company LLC raised their price objective on shares of Equifax from $190.00 to $210.00 and gave the stock a "buy" rating in a research note on Wednesday. Oppenheimer cut shares of Equifax from an "outperform" rating to a "market perform" rating in a research report on Friday, October 16th. Finally, UBS Group reissued a "buy" rating on shares of Equifax in a research note on Wednesday.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, exceeding the $2.20 consensus estimate, while revenue reached approximately $1.69 billion and increased 9.6% year over year. Coverage highlighted the company’s margin performance and earnings strength. Equifax Stock Climbs As Q3 Earnings Showcase Margin Power
• Positive Sentiment: Argus Research upgraded EFX from Hold to Buy and set a $200 price target. Wells Fargo and Citi also maintained Buy ratings, while Needham raised its price target, providing additional analyst support. Argus Upgrades Equifax
• Positive Sentiment: The stock has gained nearly 35% in October, its strongest monthly performance in available TradingView data, reflecting renewed investor enthusiasm following the earnings release. Equifax Goes From Its Worst Month on Record to Its Best
• Neutral Sentiment: Equifax Canada reported that one in four small-business owners have personally guaranteed business financing with homes or other assets. The survey underscores continued demand for credit information but also signals financial pressure among borrowers. Equifax Canada Small Business Survey
• Negative Sentiment: Full-year 2026 revenue guidance of $6.6 billion to $6.7 billion is below the $6.7 billion consensus, while fourth-quarter revenue guidance of $1.6 billion and EPS guidance of $2.07 to $2.17 trail estimates of $1.7 billion and $2.21, respectively. The weaker outlook is likely the main reason for the latest pressure on the shares.
• Negative Sentiment: Analysts reduced fair-value expectations after trimming mortgage-growth forecasts, adding valuation pressure following the sharp October rally. Equifax Fair Value Cut

Equifax Trading Down 2.5%

Shares of EFX opened at $182.48 on Friday. The business's 50-day moving average price is $166.93 and its 200 day moving average price is $170.01. The company has a current ratio of 1.09, a quick ratio of 0.60 and a debt-to-equity ratio of 1.12. The stock has a market capitalization of $21.35 billion, a P/E ratio of 29.48, a P/E/G ratio of 1.87 and a beta of 1.35. Equifax has a 1-year low of $137.01 and a 1-year high of $238.94.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 EPS for the quarter, beating analysts' consensus estimates of $2.20 by $0.06. Equifax had a net margin of 11.27% and a return on equity of 22.48%. The company had revenue of $1.69 billion during the quarter, compared to analyst estimates of $1.69 billion. During the same period in the prior year, the firm earned $2.04 earnings per share. The business's quarterly revenue was up 9.6% on a year-over-year basis. Analysts expect that Equifax will post 8.50 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were given a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Monday, August 31st. Equifax's dividend payout ratio (DPR) is 36.19%.

Insiders Place Their Bets

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total value of $845,820.00. Following the completion of the sale, the executive vice president directly owned 69,055 shares of the company's stock, valued at $12,979,577.80. This represents a 6.12% 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. 1.70% of the stock is currently owned by company insiders.

Institutional Trading of Equifax

Hedge funds and other institutional investors have recently modified their holdings of the company. Apollon Wealth Management LLC grew its holdings in Equifax by 11.4% in the 3rd quarter. Apollon Wealth Management LLC now owns 4,884 shares of the credit services provider's stock valued at $670,000 after buying an additional 501 shares during the last quarter. Valley National Advisers Inc. grew its position in Equifax by 6,777.5% in the 3rd quarter. Valley National Advisers Inc. now owns 13,755 shares of the credit services provider's stock worth $1,888,000 after purchasing an additional 13,555 shares during the last quarter. Citizens Financial Group Inc. RI grew its position in Equifax by 35.0% during the third quarter. Citizens Financial Group Inc. RI now owns 3,698 shares of the credit services provider's stock worth $508,000 after buying an additional 958 shares in the last quarter. Manchester Capital Management LLC increased its position in shares of Equifax by 15.1% during the third quarter. Manchester Capital Management LLC now owns 2,335 shares of the credit services provider's stock valued at $320,000 after purchasing an additional 307 shares during the period. Finally, WASHINGTON TRUST Co bought a new stake in Equifax in the 3rd quarter valued at $4,526,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Company Profile

Equifax Inc NYSE: EFX is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.

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