Zacks Research Comments on Equifax's Q2 Earnings (NYSE:EFX)

Key Points

• Zacks Research slightly cut its Q2 2026 EPS estimate for Equifax to $2.17 (from $2.18) and projects EPS growth to $11.30 by FY2028, while Equifax beat Q1 estimates (EPS $1.86 vs. $1.69), reported 14.3% revenue growth, and issued Q2 guidance of $2.15–$2.25 and FY2026 guidance of $8.34–$8.74.
• Equifax shares trade around $170 versus a consensus price target of $228.88 (market cap ~$20.3B, P/E ~30), insiders have recently sold stock (CEO sold 37,791 shares), and institutional investors own about 96.2% of the company; the firm also raised its quarterly dividend to $0.56 (annualized $2.24, ~1.3% yield).

Equifax, Inc. (NYSE:EFX - Free Report) - Investment analysts at Zacks Research dropped their Q2 2026 earnings per share estimates for Equifax in a report issued on Tuesday, May 5th. Zacks Research analyst Team now anticipates that the credit services provider will post earnings of $2.17 per share for the quarter, down from their prior estimate of $2.18. The consensus estimate for Equifax's current full-year earnings is $8.58 per share. Zacks Research also issued estimates for Equifax's Q3 2026 earnings at $2.12 EPS, Q4 2026 earnings at $2.26 EPS, FY2026 earnings at $8.41 EPS, Q1 2027 earnings at $2.13 EPS, Q2 2027 earnings at $2.56 EPS, Q3 2027 earnings at $2.57 EPS, Q4 2027 earnings at $2.63 EPS, FY2027 earnings at $9.89 EPS, Q1 2028 earnings at $2.65 EPS and FY2028 earnings at $11.30 EPS.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts' consensus estimates of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter in the previous year, the business earned $1.53 earnings per share. The business's revenue was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS.

A number of other equities research analysts have also recently issued reports on the stock. JPMorgan Chase & Co. reduced their target price on shares of Equifax from $260.00 to $230.00 and set an "overweight" rating for the company in a research report on Thursday, February 5th. Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research report on Thursday, February 5th. Needham & Company LLC reissued a "buy" rating and issued a $265.00 price objective on shares of Equifax in a report on Wednesday, April 22nd. Robert W. Baird decreased their target price on shares of Equifax from $250.00 to $245.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 22nd. Finally, Mizuho started coverage on shares of Equifax in a report on Thursday, April 16th. They set an "outperform" rating and a $222.00 target price on the stock. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Equifax currently has an average rating of "Moderate Buy" and a consensus target price of $228.88.

Equifax Stock Down 1.2%

Equifax stock opened at $170.13 on Wednesday. The company's 50-day moving average price is $186.17 and its two-hundred day moving average price is $202.66. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. The stock has a market cap of $20.26 billion, a P/E ratio of 29.95, a P/E/G ratio of 1.29 and a beta of 1.35. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03.

Hedge Funds Weigh In On Equifax

Several institutional investors have recently made changes to their positions in EFX. Vanguard Group Inc. lifted its stake in shares of Equifax by 2.1% in the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider's stock valued at $3,920,535,000 after buying an additional 316,048 shares in the last quarter. State Street Corp boosted its stake in Equifax by 1.3% during the 4th quarter. State Street Corp now owns 5,056,441 shares of the credit services provider's stock valued at $1,097,147,000 after purchasing an additional 66,289 shares during the last quarter. Massachusetts Financial Services Co. MA increased its holdings in Equifax by 35.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider's stock worth $942,676,000 after purchasing an additional 1,145,921 shares in the last quarter. Brown Advisory Inc. raised its stake in shares of Equifax by 57.2% in the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider's stock worth $609,693,000 after purchasing an additional 1,022,819 shares during the last quarter. Finally, Generation Investment Management LLP lifted its holdings in shares of Equifax by 6.3% in the third quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider's stock valued at $701,986,000 after purchasing an additional 163,375 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company's stock.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the company's stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares of the company's stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jamil Farshchi sold 6,213 shares of the company's stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the sale, the executive vice president directly owned 41,036 shares in the company, valued at $8,035,259.16. This trade represents a 13.15% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 87,462 shares of company stock worth $16,475,349. 1.70% of the stock is currently owned by company insiders.

Equifax Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Monday, March 9th. This is a positive change from Equifax's previous quarterly dividend of $0.50. Equifax's payout ratio is presently 39.44%.

Equifax Company Profile

Equifax Inc NYSE: EFX is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company's offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.

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