Equities Analysts Issue Forecasts for Equifax Q4 Earnings

Key Points

• William Blair analysts have lowered their Q4 2025 EPS estimate for Equifax from $2.12 to $2.02, while the full-year consensus estimate is $7.58 per share.
• Equifax reported quarterly earnings of $2.04 per share on October 21, surpassing expectations by $0.10, with revenues of $1.54 billion.
• The stock's target prices have varied among analysts, with the average rating of "Moderate Buy" and a consensus target price of $277.13.

Equifax, Inc. (NYSE:EFX - Free Report) - Stock analysts at William Blair cut their Q4 2025 EPS estimates for shares of Equifax in a research note issued to investors on Wednesday, October 22nd. William Blair analyst A. Nicholas now anticipates that the credit services provider will earn $2.02 per share for the quarter, down from their prior estimate of $2.12. The consensus estimate for Equifax's current full-year earnings is $7.58 per share. William Blair also issued estimates for Equifax's Q1 2026 earnings at $1.82 EPS, Q2 2026 earnings at $2.34 EPS, Q3 2026 earnings at $2.32 EPS, Q4 2026 earnings at $2.30 EPS and FY2026 earnings at $8.77 EPS.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.94 by $0.10. The company had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.52 billion. Equifax had a return on equity of 19.26% and a net margin of 11.08%.The firm's revenue was up 7.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.85 EPS. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS.

A number of other research analysts have also weighed in on the company. JPMorgan Chase & Co. dropped their target price on Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a report on Wednesday, July 23rd. Barclays cut their price target on shares of Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a report on Wednesday, July 23rd. Citigroup decreased their price objective on shares of Equifax from $294.00 to $290.00 and set a "buy" rating for the company in a research note on Wednesday, July 23rd. UBS Group upped their target price on Equifax from $287.00 to $297.00 and gave the company a "buy" rating in a report on Monday, September 15th. Finally, Stifel Nicolaus cut their price objective on Equifax from $295.00 to $253.00 and set a "buy" rating on the stock in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $277.13.

Equifax Stock Up 0.1%

Shares of NYSE:EFX opened at $230.15 on Thursday. Equifax has a 52-week low of $199.98 and a 52-week high of $281.07. The business's 50 day simple moving average is $245.42 and its two-hundred day simple moving average is $250.61. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.77 and a current ratio of 0.77. The firm has a market cap of $28.49 billion, a P/E ratio of 43.67, a PEG ratio of 2.64 and a beta of 1.68.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, September 2nd. Equifax's dividend payout ratio (DPR) is 39.14%.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 48,264 shares of the company's stock in a transaction that occurred on 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 owned 142,872 shares of the company's stock, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.40% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Equifax by 49.2% in 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 in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Equifax by 51.9% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 25,182 shares of the credit services provider's stock valued at $6,134,000 after acquiring an additional 8,599 shares in the last quarter. Exchange Traded Concepts LLC raised its holdings in Equifax by 42.4% in the 1st quarter. Exchange Traded Concepts LLC now owns 272 shares of the credit services provider's stock worth $66,000 after purchasing an additional 81 shares in the last quarter. Cambridge Investment Research Advisors Inc. increased its position in shares of Equifax by 70.3% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 10,187 shares of the credit services provider's stock valued at $2,481,000 after buying an additional 4,204 shares during the period. Finally, Oppenheimer Asset Management Inc. purchased a new stake in Equifax in the first quarter worth about $461,000. Institutional investors own 96.20% of the company's stock.

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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