Equifax, Inc. (NYSE:EFX – Get Free Report)’s stock price gapped down prior to trading on Tuesday . The stock had previously closed at $180.08, but opened at $158.94. Equifax shares last traded at $168.6820, with a volume of 1,606,383 shares.
More Equifax News
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Equifax beat Q2 EPS estimates, reporting $2.25 per share versus $2.21 expected, while revenue of $1.70 billion matched consensus and rose 10.6% year over year. Article Title
- Positive Sentiment: The company highlighted strong second-quarter revenue growth of 11% and said it signed an agreement to acquire Círculo de Crédito, which could support longer-term growth. Article Title
- Neutral Sentiment: Equifax doubled its AI-driven cost reduction target to $150 million and returned $366 million to shareholders, reinforcing capital discipline and margin improvement efforts. Article Title
- Negative Sentiment: Despite the Q2 beat, Equifax’s FY 2026 guidance came in a bit light versus Wall Street expectations, with EPS guidance of $8.39-$8.69 versus $8.60 expected and revenue guidance of $6.7 billion-$6.8 billion versus $6.8 billion expected. Article Title
- Negative Sentiment: Third-quarter EPS guidance of $2.15-$2.25 also trailed consensus of $2.27, suggesting near-term earnings growth may be a little softer than investors wanted. Article Title
Wall Street Analyst Weigh In
Several equities research analysts have weighed in on EFX shares. Bank of America decreased their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Tuesday, May 19th. Citigroup reduced their target price on Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Morgan Stanley decreased their target price on Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Wells Fargo & Company dropped their price target on Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research note on Thursday, June 18th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $265.00 price target on shares of Equifax in a report on Tuesday, July 7th. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Equifax has an average rating of “Moderate Buy” and a consensus price target of $223.39.
Equifax Stock Performance
The stock has a market cap of $20.16 billion, a price-to-earnings ratio of 29.69, a P/E/G ratio of 1.34 and a beta of 1.32. The company’s fifty day simple moving average is $165.20 and its two-hundred day simple moving average is $183.71. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61.
Equifax (NYSE:EFX – Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.04. The firm had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The business’s revenue was up 10.6% on a year-over-year basis. During the same period last year, the company earned $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, analysts forecast that Equifax, Inc. will post 8.56 earnings per share for the current year.
Equifax Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.56 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. Equifax’s payout ratio is 39.44%.
Insider Buying and Selling
In other news, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.
Institutional Investors Weigh In On Equifax
A number of institutional investors and hedge funds have recently bought and sold shares of EFX. Cullen Frost Bankers Inc. bought a new position in Equifax during the 4th quarter valued at $25,000. Ameriflex Group Inc. grew its stake in shares of Equifax by 612.5% in the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after acquiring an additional 98 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new stake in shares of Equifax in the fourth quarter valued at about $26,000. Reflection Asset Management purchased a new stake in shares of Equifax in the fourth quarter valued at about $26,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of Equifax during the third quarter valued at about $34,000. 96.20% of the stock is owned by hedge funds and other institutional investors.
About Equifax
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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