Equifax (NYSE:EFX) Updates FY 2025 Earnings Guidance

Equifax (NYSE:EFX - Get Free Report) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided EPS guidance of 7.330-7.630 for the period, compared to the consensus EPS estimate of 7.607. The company issued revenue guidance of $6.0 billion-$6.0 billion, compared to the consensus revenue estimate of $6.0 billion. Equifax also updated its Q3 2025 guidance to 1.870-1.970 EPS.

Equifax Stock Up 0.5%

NYSE EFX traded up $1.12 during trading hours on Thursday, reaching $246.98. 975,024 shares of the company's stock traded hands, compared to its average volume of 1,049,459. Equifax has a 52-week low of $199.98 and a 52-week high of $309.63. The firm has a market cap of $30.67 billion, a PE ratio of 48.30, a PEG ratio of 2.74 and a beta of 1.60. The firm has a 50-day simple moving average of $263.03 and a 200 day simple moving average of $253.15. 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 (NYSE:EFX - Get Free Report) last announced 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. The company had revenue of $1.54 billion for the quarter, compared to analysts' expectations of $1.51 billion. Equifax had a net margin of 10.95% and a return on equity of 18.89%. Equifax's revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.82 EPS. Sell-side analysts anticipate that Equifax will post 7.58 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. UBS Group set a $278.00 target price on shares of Equifax and gave the stock a "buy" rating in a report on Wednesday. Bank of America cut shares of Equifax from a "buy" rating to a "neutral" rating and decreased their target price for the stock from $300.00 to $285.00 in a report on Monday, June 23rd. Citigroup decreased their target price on shares of Equifax from $294.00 to $290.00 and set a "buy" rating for the company in a report on Wednesday. Oppenheimer decreased their target price on shares of Equifax from $296.00 to $279.00 and set an "outperform" rating for the company in a report on Wednesday. Finally, JPMorgan Chase & Co. decreased their target price on shares of Equifax from $277.00 to $272.00 and set an "overweight" rating for the company in a report on Wednesday. Seven analysts have rated the stock with a hold rating, twelve have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, Equifax currently has an average rating of "Moderate Buy" and an average price target of $285.00.

Insider Activity

In other Equifax news, CEO Mark W. Begor sold 22,160 shares of the company's stock in a transaction that occurred on Monday, April 28th. The shares were sold at an average price of $256.61, for a total transaction of $5,686,477.60. Following the completion of the sale, the chief executive officer directly owned 142,395 shares of the company's stock, valued at approximately $36,539,980.95. This represents a 13.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John W. Gamble, Jr. sold 2,000 shares of the company's stock in a transaction that occurred 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 directly owned 65,176 shares of the company's stock, valued at approximately $16,887,101.60. This represents a 2.98% decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.40% of the stock is owned by corporate insiders.

Institutional Trading of Equifax

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Brighton Jones LLC increased its holdings in Equifax by 49.2% during the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock valued at $927,000 after buying an additional 1,200 shares during the last quarter. Empowered Funds LLC increased its holdings in Equifax by 14.6% during the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider's stock valued at $615,000 after buying an additional 321 shares during the last quarter. Finally, Great Lakes Advisors LLC purchased a new stake in Equifax during the first quarter valued at approximately $204,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

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.