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

Key Points

• Equifax has a consensus analyst rating of “Moderate Buy”, with 13 buy ratings and 6 hold ratings across 19 brokerages. The average 1-year price target is about $225.28.
• The company reported better-than-expected quarterly results, posting EPS of $1.86 versus estimates of $1.69 and revenue of $1.65 billion, up 14.3% year over year. Equifax also issued guidance for Q2 2026 and FY 2026.
• Recent filings show insider selling, including CEO Mark W. Begor and EVP Chad M. Borton trimming their holdings. Meanwhile, institutional investors remain heavily involved, owning 96.2% of the stock.

Equifax, Inc. (NYSE:EFX - Get Free Report) has earned a consensus rating of "Moderate Buy" from the nineteen brokerages that are presently covering the company, MarketBeat reports. Six equities research analysts have rated the stock with a hold rating and thirteen have issued a buy rating on the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $225.2778.

Several research firms have issued reports on EFX. Robert W. Baird dropped their price target on Equifax from $250.00 to $245.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 22nd. Mizuho began coverage on Equifax in a report on Thursday, April 16th. They issued an "outperform" rating and a $222.00 price objective for the company. Bank of America decreased their price objective on Equifax from $250.00 to $225.00 and set a "buy" rating for the company in a report on Tuesday, May 19th. Wells Fargo & Company decreased their price objective on Equifax from $230.00 to $220.00 and set an "overweight" rating for the company in a report on Thursday. Finally, The Goldman Sachs Group raised their price objective on Equifax from $192.00 to $200.00 and gave the company a "neutral" rating in a report on Wednesday, April 22nd.

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares of the company's stock, valued at $5,132,885.02. The trade was a 7.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company's stock.

Hedge Funds Weigh In On Equifax

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Soroban Capital Partners LP raised its position in Equifax by 310.5% during the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider's stock valued at $753,515,000 after purchasing an additional 3,165,120 shares in the last quarter. Norges Bank acquired a new position in Equifax during the fourth quarter valued at approximately $275,635,000. Massachusetts Financial Services Co. MA raised its position in Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider's stock valued at $942,676,000 after purchasing an additional 1,145,921 shares in the last quarter. Brown Advisory Inc. raised its position in Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider's stock valued at $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Finally, Van ECK Associates Corp raised its position in Equifax by 105.5% during the fourth quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider's stock valued at $347,909,000 after purchasing an additional 823,116 shares in the last quarter. Institutional investors own 96.20% of the company's stock.

Equifax Stock Performance

EFX opened at $154.25 on Monday. The business's 50-day moving average price is $170.80 and its two-hundred day moving average price is $191.18. Equifax has a 1 year low of $152.95 and a 1 year high of $275.91. The company has a market capitalization of $18.37 billion, a price-to-earnings ratio of 27.16, a P/E/G ratio of 1.14 and a beta of 1.32. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter last year, the business posted $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. Equities analysts expect that Equifax will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were issued a dividend of $0.56 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.5%. Equifax's dividend payout ratio (DPR) is presently 39.44%.

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.

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