Brokerages Set Equifax, Inc. (NYSE:EFX) PT at $277.13

Equifax, Inc. (NYSE:EFX) has received an average rating of “Moderate Buy” from the twenty-one research firms that are presently covering the company, MarketBeat Ratings reports. Eight analysts have rated the stock with a hold rating, twelve have given a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among brokers that have covered the stock in the last year is $277.1333.

A number of equities research analysts have recently issued reports on EFX shares. JPMorgan Chase & Co. reduced their price objective on Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a report on Wednesday, July 23rd. Oppenheimer started coverage on Equifax in a research note on Monday, October 13th. They issued an “outperform” rating and a $271.00 price target for the company. Morgan Stanley reaffirmed an “overweight” rating on shares of Equifax in a report on Friday, October 3rd. Barclays dropped their target price on Equifax from $260.00 to $240.00 and set an “equal weight” rating for the company in a report on Wednesday, July 23rd. Finally, Needham & Company LLC restated a “buy” rating and issued a $295.00 price target on shares of Equifax in a research note on Tuesday, October 21st.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 21,386 shares of the company’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $231.12, for a total transaction of $4,942,732.32. Following the completion of the sale, the chief executive officer directly owned 22,045 shares in the company, valued at approximately $5,095,040.40. This represents a 49.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $238.94, for a total value of $1,176,779.50. Following the completion of the transaction, the executive vice president owned 39,364 shares in the company, valued at $9,405,634.16. The trade was a 11.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 54,270 shares of company stock valued at $12,580,837. 1.40% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Equifax

A number of large investors have recently bought and sold shares of EFX. Vanguard Group Inc. lifted its holdings in shares of Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after acquiring an additional 316,048 shares during the period. Price T Rowe Associates Inc. MD raised its position in Equifax by 40.0% during the first quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider’s stock valued at $1,714,129,000 after purchasing an additional 2,009,987 shares in the last quarter. State Street Corp lifted its stake in Equifax by 1.4% during the second quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock worth $1,288,783,000 after purchasing an additional 66,914 shares during the last quarter. Harris Associates L P boosted its holdings in shares of Equifax by 27.6% in the 1st quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock valued at $1,113,205,000 after purchasing an additional 987,772 shares in the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Equifax by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after purchasing an additional 75,627 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Price Performance

NYSE:EFX opened at $212.63 on Friday. The company has a market cap of $26.03 billion, a P/E ratio of 40.35, a P/E/G ratio of 2.41 and a beta of 1.64. The firm’s fifty day moving average price is $236.57 and its two-hundred day moving average price is $250.06. Equifax has a one year low of $199.98 and a one year high of $281.07. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.10. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The company had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter last year, the company posted $1.85 EPS. Equifax’s quarterly revenue was up 7.2% compared to the same quarter last year. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. Equities analysts expect that Equifax will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Monday, November 24th. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Equifax’s dividend payout ratio (DPR) is currently 37.95%.

About Equifax

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.