Needham & Company LLC Predicts Weaker Earnings for Equifax

Equifax Inc. (NYSE:EFX - Free Report) - Equities research analysts at Needham & Company LLC decreased their Q3 2025 earnings per share estimates for Equifax in a note issued to investors on Wednesday, April 23rd. Needham & Company LLC analyst K. Peterson now forecasts that the credit services provider will earn $1.99 per share for the quarter, down from their previous estimate of $2.11. Needham & Company LLC has a "Buy" rating and a $295.00 price target on the stock. The consensus estimate for Equifax's current full-year earnings is $7.58 per share. Needham & Company LLC also issued estimates for Equifax's Q4 2025 earnings at $2.04 EPS and FY2026 earnings at $8.35 EPS.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings data on Tuesday, April 22nd. The credit services provider reported $1.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.45 by $0.08. Equifax had a return on equity of 19.13% and a net margin of 10.63%. The company had revenue of $1.44 billion during the quarter, compared to analysts' expectations of $1.41 billion.

Several other analysts have also recently weighed in on EFX. Wells Fargo & Company dropped their price target on Equifax from $313.00 to $284.00 and set an "overweight" rating for the company in a report on Monday, April 14th. Argus cut Equifax from a "buy" rating to a "hold" rating in a report on Tuesday, February 11th. Barclays reissued an "equal weight" rating and set a $260.00 price target (down from $325.00) on shares of Equifax in a report on Friday, April 4th. Royal Bank of Canada reissued an "outperform" rating and set a $300.00 price target on shares of Equifax in a report on Wednesday, April 23rd. Finally, BNP Paribas cut Equifax from an "outperform" rating to a "neutral" rating and set a $265.00 price target for the company. in a report on Friday, March 14th. Five equities research analysts have rated the stock with a hold rating, thirteen have assigned a buy rating and one has issued a strong buy rating to the company's stock. According to data from MarketBeat, Equifax presently has an average rating of "Moderate Buy" and an average target price of $292.00.

Equifax Stock Performance

Shares of EFX traded down $1.03 during mid-day trading on Friday, reaching $257.63. The company's stock had a trading volume of 285,369 shares, compared to its average volume of 962,685. Equifax has a 1-year low of $199.98 and a 1-year high of $309.63. The stock has a market cap of $32.00 billion, a P/E ratio of 53.34, a PEG ratio of 2.79 and a beta of 1.65. The business has a 50-day simple moving average of $236.97 and a two-hundred day simple moving average of $253.36. The company has a current ratio of 0.75, a quick ratio of 0.88 and a debt-to-equity ratio of 0.90.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 13th. Stockholders of record on Friday, May 23rd will be paid a $0.50 dividend. This is a positive change from Equifax's previous quarterly dividend of $0.39. The ex-dividend date is Friday, May 23rd. This represents a $2.00 annualized dividend and a dividend yield of 0.78%. Equifax's dividend payout ratio (DPR) is presently 40.90%.

Hedge Funds Weigh In On Equifax

Several hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. grew its position in Equifax by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 14,389,505 shares of the credit services provider's stock worth $3,667,165,000 after acquiring an additional 135,009 shares during the last quarter. Price T Rowe Associates Inc. MD grew its position in Equifax by 15.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,027,817 shares of the credit services provider's stock worth $1,281,340,000 after acquiring an additional 679,688 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC grew its position in Equifax by 0.4% during the 4th quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,123,701 shares of the credit services provider's stock worth $796,075,000 after acquiring an additional 11,861 shares during the last quarter. Geode Capital Management LLC grew its position in Equifax by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 2,957,204 shares of the credit services provider's stock worth $751,645,000 after acquiring an additional 71,543 shares during the last quarter. Finally, Cantillon Capital Management LLC grew its position in Equifax by 0.5% during the 4th quarter. Cantillon Capital Management LLC now owns 1,835,102 shares of the credit services provider's stock worth $467,676,000 after acquiring an additional 9,702 shares during the last quarter. Institutional investors 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.