Q2 EPS Estimates for Equifax Raised by Needham & Company LLC

Equifax Inc. (NYSE:EFX - Free Report) - Investment analysts at Needham & Company LLC boosted their Q2 2025 EPS estimates for shares of Equifax in a research note issued to investors on Wednesday, April 23rd. Needham & Company LLC analyst K. Peterson now expects that the credit services provider will earn $1.89 per share for the quarter, up from their previous estimate of $1.78. 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 FY2025 earnings at $7.45 EPS.

A number of other research analysts also recently commented on the company. Wells Fargo & Company lowered their target price on Equifax from $313.00 to $284.00 and set an "overweight" rating for the company in a research report on Monday, April 14th. Bank of America began coverage on Equifax in a research report on Thursday, April 10th. They issued a "buy" rating and a $280.00 price target for the company. Barclays reiterated an "equal weight" rating and set a $260.00 price objective (down previously from $325.00) on shares of Equifax in a research report on Friday, April 4th. Stifel Nicolaus lowered their target price on shares of Equifax from $284.00 to $281.00 and set a "buy" rating for the company in a report on Friday, February 7th. Finally, BNP Paribas lowered shares of Equifax from an "outperform" rating to a "neutral" rating and set a $265.00 target price for the company. in a report on Friday, March 14th. Five research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, Equifax currently has a consensus rating of "Moderate Buy" and an average target price of $292.00.

Equifax Price Performance

EFX traded up $2.07 during trading on Monday, reaching $262.20. 290,574 shares of the company traded hands, compared to its average volume of 1,122,766. The company has a debt-to-equity ratio of 0.90, a quick ratio of 0.88 and a current ratio of 0.75. Equifax has a 12-month low of $199.98 and a 12-month high of $309.63. The firm has a fifty day simple moving average of $237.41 and a 200 day simple moving average of $253.40. The company has a market cap of $32.56 billion, a P/E ratio of 54.29, a PEG ratio of 2.79 and a beta of 1.65.

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

Institutional Investors Weigh In On Equifax

A number of large investors have recently made changes to their positions in the stock. Barclays PLC grew its position in Equifax by 2.8% in the third quarter. Barclays PLC now owns 184,890 shares of the credit services provider's stock worth $54,329,000 after acquiring an additional 5,097 shares during the period. Virtu Financial LLC purchased a new position in Equifax in the third quarter worth approximately $2,797,000. Anchor Investment Management LLC purchased a new position in Equifax in the third quarter worth approximately $95,000. Tidal Investments LLC grew its position in Equifax by 17.0% in the third quarter. Tidal Investments LLC now owns 5,872 shares of the credit services provider's stock worth $1,726,000 after acquiring an additional 855 shares during the period. Finally, Synovus Financial Corp grew its position in Equifax by 23.0% in the third quarter. Synovus Financial Corp now owns 6,184 shares of the credit services provider's stock worth $1,817,000 after acquiring an additional 1,155 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 22,160 shares of Equifax stock in a transaction on Monday, April 28th. The shares were sold at an average price of $256.61, for a total value of $5,686,477.60. Following the sale, the chief executive officer now owns 142,395 shares of the company's stock, valued at approximately $36,539,980.95. This trade represents a 13.47 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.40% of the stock is owned by corporate insiders.

Equifax Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 13th. Stockholders of record on Friday, May 23rd will be paid a dividend of $0.50 per share. This is a boost from Equifax's previous quarterly dividend of $0.39. The ex-dividend date of this dividend is Friday, May 23rd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.76%. Equifax's dividend payout ratio (DPR) is presently 40.90%.

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.