Equifax, Inc. (NYSE:EFX) Given Consensus Rating of "Moderate Buy" by Analysts

Key Points

• Analysts rate Equifax a "Moderate Buy" — 13 buy and 6 hold ratings from 19 brokers, with an average 12‑month price target of $228.88 versus the current share price of $173.92.
• Q1 results beat expectations: EPS $1.86 (vs. $1.69 est.) and revenue $1.65B (vs. $1.61B, +14.3% YoY); management guided Q2 2026 to $2.150–2.250 EPS and FY 2026 to $8.340–8.740 EPS (consensus ~8.58).
• Shareholder returns and insider activity: Equifax raised its quarterly dividend to $0.56 ($2.24 annual, ~1.3% yield), while insiders have recently sold shares (CEO sold 37,791; insiders sold 87,462 shares in the past 90 days).

Shares of Equifax, Inc. (NYSE:EFX - Get Free Report) have earned an average recommendation of "Moderate Buy" from the nineteen brokerages that are covering the firm, MarketBeat.com reports. Six investment analysts have rated the stock with a hold recommendation and thirteen have issued a buy recommendation on the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $228.8824.

Several equities research analysts have weighed in on the stock. BNP Paribas Exane decreased their price target on shares of Equifax from $210.00 to $195.00 and set a "neutral" rating for the company in a research note on Monday, April 27th. Robert W. Baird reduced their target price on Equifax from $250.00 to $245.00 and set an "outperform" rating for the company in a research note on Wednesday, April 22nd. Royal Bank Of Canada set a $220.00 target price on Equifax in a research report on Thursday, February 5th. Jefferies Financial Group dropped their price target on Equifax from $240.00 to $220.00 and set a "buy" rating on the stock in a research note on Friday, April 17th. Finally, BMO Capital Markets set a $195.00 price target on Equifax in a report on Thursday, February 5th.

Equifax Price Performance

Shares of EFX opened at $173.92 on Friday. The firm has a market cap of $20.71 billion, a PE ratio of 30.62, a price-to-earnings-growth ratio of 1.30 and a beta of 1.35. Equifax has a 52-week low of $166.02 and a 52-week high of $281.03. The business's 50 day moving average price is $186.72 and its two-hundred day moving average price is $203.26. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the previous year, the business posted $1.53 EPS. Equifax'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. On average, equities analysts anticipate that Equifax will post 8.58 EPS for the current year.

Equifax Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $0.56 dividend. The ex-dividend date was Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. This is an increase from Equifax's previous quarterly dividend of $0.50. Equifax's dividend payout ratio (DPR) is 39.44%.

Insider Activity at Equifax

In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the business's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the sale, the executive vice president owned 39,869 shares in the company, valued at approximately $7,968,617.03. The trade was a 2.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the company's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the transaction, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 87,462 shares of company stock valued at $16,475,349. 1.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Equifax

Large investors have recently added to or reduced their stakes in the business. Carnegie Investment Counsel increased its holdings in Equifax by 5.4% during the 1st quarter. Carnegie Investment Counsel now owns 2,901 shares of the credit services provider's stock worth $522,000 after purchasing an additional 148 shares in the last quarter. Citizens Financial Group Inc. RI bought a new position in shares of Equifax in the first quarter valued at approximately $276,000. Fifth Third Bancorp lifted its holdings in shares of Equifax by 295.7% in the first quarter. Fifth Third Bancorp now owns 29,678 shares of the credit services provider's stock valued at $5,344,000 after purchasing an additional 22,177 shares in the last quarter. Droms Strauss Advisors Inc. MO ADV boosted its position in shares of Equifax by 1.9% during the first quarter. Droms Strauss Advisors Inc. MO ADV now owns 5,435 shares of the credit services provider's stock valued at $979,000 after buying an additional 100 shares during the last quarter. Finally, Simplicity Wealth LLC bought a new stake in Equifax during the first quarter worth $238,000. Institutional investors own 96.20% of the company's stock.

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.

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