Equifax FY2025 EPS Estimate Increased by Zacks Research

Key Points

• Zacks Research has increased its FY2025 earnings per share estimate for Equifax to $7.54, up from a previous forecast of $7.42, while the consensus estimate is $7.58.
• Equifax reported a Q2 earnings per share of $2.00, exceeding expectations, with a revenue of $1.54 billion, marking a 7.4% year-over-year increase.
• Various analysts have adjusted their price targets for Equifax, with Barclays setting a new target at $240.00 and Bank of America downgrading its rating from "buy" to "neutral."

Equifax, Inc. (NYSE:EFX - Free Report) - Stock analysts at Zacks Research upped their FY2025 earnings per share estimates for Equifax in a research note issued to investors on Tuesday, August 5th. Zacks Research analyst S. Goswami now forecasts that the credit services provider will post earnings of $7.54 per share for the year, up from their previous forecast of $7.42. The consensus estimate for Equifax's current full-year earnings is $7.58 per share. Zacks Research also issued estimates for Equifax's Q4 2025 earnings at $2.08 EPS, Q2 2026 earnings at $2.25 EPS, Q3 2026 earnings at $2.37 EPS, Q4 2026 earnings at $2.53 EPS, FY2026 earnings at $9.03 EPS, Q1 2027 earnings at $2.39 EPS, Q2 2027 earnings at $2.68 EPS and FY2027 earnings at $10.64 EPS.

Equifax (NYSE:EFX - Get Free Report) last released its earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.92 by $0.08. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The firm had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.51 billion. During the same period last year, the business earned $1.82 earnings per share. The business's revenue was up 7.4% on a year-over-year basis.

Other research analysts have also recently issued reports about the company. Barclays lowered their price objective on Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a research report on Wednesday, July 23rd. Wells Fargo & Company reduced their target price on shares of Equifax from $310.00 to $300.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 23rd. Needham & Company LLC reiterated a "buy" rating and set a $295.00 target price on shares of Equifax in a research report on Friday, June 20th. JPMorgan Chase & Co. reduced their price objective on Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a report on Wednesday, July 23rd. Finally, Bank of America downgraded shares of Equifax from a "buy" rating to a "neutral" rating and dropped their price objective for the company from $300.00 to $285.00 in a research note on Monday, June 23rd. Seven investment analysts have rated the stock with a hold rating, twelve have issued a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $285.00.

Equifax Price Performance

Shares of EFX opened at $242.29 on Friday. The firm has a fifty day simple moving average of $257.04 and a two-hundred day simple moving average of $252.27. Equifax has a 1-year low of $199.98 and a 1-year high of $309.63. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79. The firm has a market cap of $29.99 billion, a PE ratio of 47.37, a P/E/G ratio of 2.90 and a beta of 1.64.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 48,264 shares of the business's stock in a transaction on Monday, July 28th. The stock was sold at an average price of $241.71, for a total value of $11,665,891.44. Following the sale, the chief executive officer owned 142,872 shares in the company, valued at approximately $34,533,591.12. The trade was a 25.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.40% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Price T Rowe Associates Inc. MD lifted its holdings in Equifax by 40.0% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider's stock worth $1,714,129,000 after buying an additional 2,009,987 shares during the last quarter. Generation Investment Management LLP lifted its stake in Equifax by 63.4% during the first quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider's stock worth $682,291,000 after purchasing an additional 1,087,446 shares during the last quarter. Harris Associates L P boosted its holdings in Equifax by 27.6% in the first quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider's stock valued at $1,113,205,000 after purchasing an additional 987,772 shares in the last quarter. Lazard Asset Management LLC increased its stake in Equifax by 7,883,233.3% in the fourth quarter. Lazard Asset Management LLC now owns 946,000 shares of the credit services provider's stock valued at $241,087,000 after purchasing an additional 945,988 shares during the last quarter. Finally, JPMorgan Chase & Co. increased its stake in Equifax by 119.3% in the first quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider's stock valued at $354,044,000 after purchasing an additional 790,919 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

About Equifax

Equifax Inc operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that assist them in complying with and automating payroll-related and human resource management processes throughout the entire cycle of the employment relationship.

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