Equifax, Inc. (NYSE:EFX) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Equifax received a consensus “Moderate Buy” rating from 19 analysts, with 13 buy ratings and 6 hold ratings. The average 12-month price target is about $226.67.
• The company reported strong Q1 results, with EPS of $1.86 beating estimates of $1.69 and revenue of $1.65 billion topping expectations. Equifax also raised guidance for Q2 2026 and FY 2026.
• Equifax announced a quarterly dividend of $0.56 per share, payable June 15, representing a 1.4% annualized yield. Meanwhile, several executives recently sold shares, including CEO Mark W. Begor and EVP Chad M. Borton.

Shares of Equifax, Inc. (NYSE:EFX - Get Free Report) have received a consensus rating of "Moderate Buy" from the nineteen research firms that are covering the company, MarketBeat Ratings 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 brokerages that have issued a report on the stock in the last year is $226.6667.

EFX has been the topic of a number of research analyst reports. Morgan Stanley reduced their target price on Equifax from $244.00 to $243.00 and set an "overweight" rating on the stock in a report on Wednesday, April 22nd. Rothschild & Co Redburn reduced their target price on Equifax from $226.00 to $214.00 in a report on Friday, May 8th. Royal Bank Of Canada set a $220.00 target price on Equifax in a report on Thursday, February 5th. Citigroup reduced their target price on Equifax from $256.00 to $238.00 and set a "buy" rating on the stock in a report on Wednesday, April 22nd. Finally, UBS Group reduced their target price on Equifax from $245.00 to $220.00 and set a "buy" rating on the stock in a report on Thursday, April 23rd.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the firm's stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer owned 271,730 shares of the company's stock, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their position. The sale 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 the firm's stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents 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.

Institutional Trading of Equifax

Several hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. lifted its holdings in shares of Equifax by 2.1% in the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider's stock worth $3,920,535,000 after purchasing an additional 316,048 shares during the last quarter. State Street Corp lifted its holdings in shares of Equifax by 1.3% in the 4th quarter. State Street Corp now owns 5,056,441 shares of the credit services provider's stock worth $1,097,147,000 after purchasing an additional 66,289 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of Equifax by 35.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider's stock worth $942,676,000 after purchasing an additional 1,145,921 shares during the last quarter. Soroban Capital Partners LP increased its position in Equifax by 310.5% in the 1st quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider's stock valued at $753,515,000 after acquiring an additional 3,165,120 shares during the period. Finally, Brown Advisory Inc. increased its position in Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider's stock valued at $609,693,000 after acquiring an additional 1,022,819 shares during the period. Institutional investors own 96.20% of the company's stock.

Equifax Trading Up 0.6%

NYSE:EFX opened at $163.84 on Thursday. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. The business's 50 day moving average is $175.49 and its two-hundred day moving average is $196.42. Equifax has a 52 week low of $156.47 and a 52 week high of $275.91. The company has a market cap of $19.51 billion, a PE ratio of 28.85, a P/E/G ratio of 1.21 and a beta of 1.35.

Equifax (NYSE:EFX - Get Free Report) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 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 company 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. Equifax's quarterly revenue 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, analysts predict that Equifax will post 8.56 EPS for the current year.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 22nd will be issued a $0.56 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.24 annualized dividend and a dividend yield of 1.4%. Equifax's dividend payout ratio (DPR) is 39.44%.

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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