Equifax (NYSE:EFX) Issues Q4 2025 Earnings Guidance

Key Points

• Equifax has updated its Q4 2025 earnings guidance, projecting an EPS of 1.980-2.080 which is slightly below the consensus estimate of 2.080.
• The company reported Q2 earnings of $2.00 per share, exceeding analysts' expectations, while revenue for the quarter reached $1.54 billion, a 7.4% increase from the previous year.
• Equifax declared a quarterly dividend of $0.50 per share, with an annualized dividend yield of 0.9%, reflecting a payout ratio of 39.14%.

Equifax (NYSE:EFX - Get Free Report) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided EPS guidance of 1.980-2.080 for the period, compared to the consensus EPS estimate of 2.080. 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 7.550-7.650 EPS.

Equifax Stock Performance

Shares of Equifax stock opened at $231.37 on Tuesday. The firm has a market capitalization of $28.64 billion, a P/E ratio of 45.28, a PEG ratio of 2.62 and a beta of 1.68. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 0.79. The company has a 50 day moving average price of $246.12 and a 200 day moving average price of $250.90. Equifax has a 52 week low of $199.98 and a 52 week high of $281.56.

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

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, September 2nd. Equifax's payout ratio is 39.14%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on EFX shares. Barclays lowered their target price on shares of Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a research note on Wednesday, July 23rd. Weiss Ratings reissued a "hold (c+)" rating on shares of Equifax in a research report on Wednesday, October 8th. BMO Capital Markets lowered their price target on shares of Equifax from $280.00 to $260.00 and set a "market perform" rating on the stock in a research report on Wednesday, July 23rd. Seaport Res Ptn upgraded shares of Equifax to a "hold" rating in a report on Wednesday, October 1st. Finally, Wells Fargo & Company reduced their price objective on shares of Equifax from $300.00 to $285.00 and set an "overweight" rating on the stock in a report on Wednesday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $280.93.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the business's stock in a transaction dated Monday, July 28th. The shares were sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the sale, the chief executive officer directly owned 142,872 shares in the company, valued at $34,533,591.12. This represents a 25.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.40% of the stock is owned by company insiders.

Hedge Funds Weigh In On Equifax

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. B. Riley Wealth Advisors Inc. acquired a new position in shares of Equifax during the second quarter worth about $229,000. State of Wyoming acquired a new position in shares of Equifax during the second quarter worth about $34,000. Geneos Wealth Management Inc. grew its position in shares of Equifax by 16.9% during the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider's stock worth $104,000 after buying an additional 58 shares in the last quarter. FORA Capital LLC acquired a new position in Equifax in the second quarter valued at approximately $740,000. Finally, Headlands Technologies LLC acquired a new position in Equifax in the second quarter valued at approximately $57,000. 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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