Equifax (NYSE:EFX) Releases Q3 2025 Earnings Guidance

Equifax (NYSE:EFX - Get Free Report) updated its third quarter 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.870-1.970 for the period, compared to the consensus estimate of 2.003. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Equifax also updated its FY 2025 guidance to 7.330-7.630 EPS.

Wall Street Analyst Weigh In

A number of research firms recently commented on EFX. Bank of America cut shares of Equifax from a "buy" rating to a "neutral" rating and lowered their target price for the stock from $300.00 to $285.00 in a research note on Monday, June 23rd. Needham & Company LLC reissued a "buy" rating and set a $295.00 price target on shares of Equifax in a research report on Friday, June 20th. Barclays reduced their price target on shares of Equifax from $260.00 to $240.00 and set an "equal weight" rating for the company in a research report on Wednesday. UBS Group reduced their price target on shares of Equifax from $315.00 to $278.00 and set a "buy" rating for the company in a research report on Wednesday. Finally, Robert W. Baird reduced their price target on shares of Equifax from $310.00 to $289.00 and set an "outperform" rating for the company in a research report on Wednesday. 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $285.00.

Equifax Price Performance

NYSE EFX traded up $0.61 on Friday, hitting $246.59. The company had a trading volume of 270,408 shares, compared to its average volume of 1,049,045. The company has a market capitalization of $30.63 billion, a PE ratio of 48.19, a PEG ratio of 2.82 and a beta of 1.60. The company's fifty day moving average price is $261.94 and its 200-day moving average price is $253.09. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.85. Equifax has a 12-month low of $199.98 and a 12-month high of $309.63.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 EPS for the quarter, topping the consensus estimate of $1.92 by $0.08. The company had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.51 billion. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The firm's revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.82 EPS. As a group, analysts predict that Equifax will post 7.58 earnings per share for the current year.

Insider Buying and Selling at Equifax

In other Equifax news, EVP John W. Gamble, Jr. sold 2,000 shares of Equifax stock in a transaction on Tuesday, May 6th. The shares were sold at an average price of $259.10, for a total transaction of $518,200.00. Following the sale, the executive vice president owned 65,176 shares of the company's stock, valued at $16,887,101.60. The trade was a 2.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Mark W. Begor sold 22,160 shares of Equifax stock in a transaction on Monday, April 28th. The stock was sold at an average price of $256.61, for a total transaction of $5,686,477.60. Following the sale, the chief executive officer directly owned 142,395 shares in the company, valued at approximately $36,539,980.95. This trade represents a 13.47% decrease in their position. The disclosure for this sale can be found here. 1.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Equifax

Several institutional investors and hedge funds have recently added to or reduced their stakes in EFX. Great Lakes Advisors LLC acquired a new stake in Equifax during the 1st quarter worth $204,000. Empowered Funds LLC boosted its stake in Equifax by 14.6% during the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider's stock worth $615,000 after purchasing an additional 321 shares during the last quarter. Finally, Brighton Jones LLC boosted its stake in Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock worth $927,000 after purchasing an additional 1,200 shares during the last quarter. Institutional investors and hedge funds own 96.20% of the company's stock.

Equifax Company Profile

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.