What is Rothschild Redb's Forecast for Equifax Q4 Earnings?

Equifax, Inc. (NYSE:EFX - Free Report) - Research analysts at Rothschild Redb lowered their Q4 2025 earnings per share (EPS) estimates for Equifax in a research note issued to investors on Tuesday, October 14th. Rothschild Redb analyst S. Clinch now expects that the credit services provider will earn $2.11 per share for the quarter, down from their prior forecast of $2.19. The consensus estimate for Equifax's current full-year earnings is $7.58 per share. Rothschild Redb also issued estimates for Equifax's Q1 2026 earnings at $1.97 EPS, Q2 2026 earnings at $2.25 EPS, Q3 2026 earnings at $2.32 EPS, Q4 2026 earnings at $2.45 EPS and FY2026 earnings at $8.98 EPS.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share for the quarter, topping analysts' consensus estimates of $1.92 by $0.08. The firm had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.51 billion. Equifax had a return on equity of 18.89% and a net margin of 10.95%.The business's quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.82 earnings per share. Equifax has set its Q3 2025 guidance at 1.870-1.970 EPS. FY 2025 guidance at 7.330-7.630 EPS.

A number of other equities analysts have also commented on the company. JPMorgan Chase & Co. dropped their price target on Equifax from $277.00 to $272.00 and set an "overweight" rating for the company in a research note on Wednesday, July 23rd. Wells Fargo & Company dropped their price target on Equifax from $300.00 to $285.00 and set an "overweight" rating for the company in a research note on Wednesday. UBS Group increased their price target on Equifax from $287.00 to $297.00 and gave the company a "buy" rating in a research note on Monday, September 15th. Oppenheimer initiated coverage on Equifax in a research note on Monday. They set an "outperform" rating and a $271.00 price target for the company. Finally, Robert W. Baird dropped their price target on Equifax from $310.00 to $289.00 and set an "outperform" rating for the company in a research note on Wednesday, July 23rd. One research 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 company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $280.93.

Equifax Stock Performance

NYSE EFX opened at $226.86 on Friday. The firm has a market cap of $28.09 billion, a price-to-earnings ratio of 44.40, a price-to-earnings-growth ratio of 2.69 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 business has a 50-day moving average price of $246.54 and a 200-day moving average price of $250.72. Equifax has a twelve month low of $199.98 and a twelve month high of $285.07.

Institutional Investors Weigh In On Equifax

Several institutional investors have recently modified their holdings of the stock. Brighton Jones LLC raised its holdings in shares of Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock worth $927,000 after buying an additional 1,200 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Equifax by 51.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 25,182 shares of the credit services provider's stock worth $6,134,000 after buying an additional 8,599 shares during the period. Exchange Traded Concepts LLC raised its holdings in shares of Equifax by 42.4% in the first quarter. Exchange Traded Concepts LLC now owns 272 shares of the credit services provider's stock worth $66,000 after buying an additional 81 shares during the period. Sowell Financial Services LLC purchased a new stake in shares of Equifax in the first quarter worth approximately $336,000. Finally, QRG Capital Management Inc. raised its holdings in shares of Equifax by 19.9% in the first quarter. QRG Capital Management Inc. now owns 1,611 shares of the credit services provider's stock worth $392,000 after buying an additional 267 shares during the period. 96.20% of the stock is owned by institutional investors.

Insider Activity

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

Equifax Dividend Announcement

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

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.

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