Zacks Research Weighs in on Equifax's Q1 Earnings (NYSE:EFX)

Key Points

• Zacks Research has lowered its Q1 2026 earnings estimate for Equifax to $1.88 per share, down from a previous forecast of $1.90, while maintaining a full-year consensus of $7.58.
• Analysts have given Equifax a consensus rating of "Moderate Buy", with twelve analysts issuing a buy rating and an average price target of $285.00.
• In recent insider trading, CEO Mark W. Begor sold 48,264 shares valued at approximately $11.67 million, reducing his ownership by 25.25%.

Equifax, Inc. (NYSE:EFX - Free Report) - Stock analysts at Zacks Research decreased their Q1 2026 earnings estimates for shares of Equifax in a research report issued to clients and investors on Tuesday, August 5th. Zacks Research analyst S. Goswami now expects that the credit services provider will post earnings per share of $1.88 for the quarter, down from their prior estimate of $1.90. The consensus estimate for Equifax's current full-year earnings is $7.58 per share.

Other research analysts have also issued reports about the stock. BMO Capital Markets decreased their price objective on shares of Equifax from $280.00 to $260.00 and set a "market perform" rating for the company 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 report on Wednesday, July 23rd. Robert W. Baird decreased their price objective on shares of Equifax from $310.00 to $289.00 and set an "outperform" rating for the company in a report on Wednesday, July 23rd. JPMorgan Chase & Co. decreased their price objective on shares of Equifax from $277.00 to $272.00 and set an "overweight" rating for the company in a report on Wednesday, July 23rd. Finally, Barclays decreased their price objective on shares of Equifax from $260.00 to $240.00 and set an "equal weight" rating for the company in a report on Wednesday, July 23rd. Seven investment analysts have rated the stock with a hold rating, twelve have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $285.00.

Equifax Stock Down 0.8%

EFX traded down $2.02 during trading hours on Thursday, reaching $239.90. 884,248 shares of the stock traded hands, compared to its average volume of 1,139,623. The firm's fifty day simple moving average is $256.55 and its two-hundred day simple moving average is $252.05. The company has a market cap of $29.70 billion, a price-to-earnings ratio of 46.95, a PEG ratio of 2.92 and a beta of 1.64. Equifax has a fifty-two week low of $199.98 and a fifty-two week high of $309.63. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share for the quarter, beating analysts' consensus estimates of $1.92 by $0.08. The business had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.51 billion. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The business's revenue was up 7.4% on a year-over-year basis. During the same period last year, the business earned $1.82 EPS.

Institutional Trading of Equifax

Several hedge funds have recently bought and sold shares of EFX. Brighton Jones LLC raised its position in shares of Equifax by 49.2% during the 4th 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 in the last quarter. Envestnet Asset Management Inc. raised its position in shares of Equifax by 1.8% during the 4th quarter. Envestnet Asset Management Inc. now owns 286,626 shares of the credit services provider's stock worth $73,047,000 after buying an additional 5,120 shares in the last quarter. Bank of Montreal Can raised its position in shares of Equifax by 10.1% during the 4th quarter. Bank of Montreal Can now owns 103,310 shares of the credit services provider's stock worth $26,329,000 after buying an additional 9,515 shares in the last quarter. Bank of Nova Scotia raised its position in shares of Equifax by 4.6% during the 4th quarter. Bank of Nova Scotia now owns 15,339 shares of the credit services provider's stock worth $3,909,000 after buying an additional 681 shares in the last quarter. Finally, Renaissance Technologies LLC bought a new stake in shares of Equifax during the 4th quarter worth about $37,003,000. 96.20% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Mark W. Begor sold 48,264 shares of Equifax stock in a transaction dated Monday, July 28th. The shares were sold at an average price of $241.71, for a total value of $11,665,891.44. Following the sale, the chief executive officer directly owned 142,872 shares in the company, valued at $34,533,591.12. This trade represents a 25.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.40% of the stock is currently owned by corporate insiders.

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.