Needham & Company LLC Issues Pessimistic Forecast for Equifax (NYSE:EFX) Stock Price

Posted by Brenda Bartman on Jul 22nd, 2026

Equifax (NYSE:EFX – Get Free Report) had its price objective cut by Needham & Company LLC from $265.00 to $245.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the credit services provider’s stock. Needham & Company LLC’s target price suggests a potential upside of 42.25% from the company’s current price.

A number of other analysts also recently commented on the company. Wells Fargo & Company decreased their target price on Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research report on Thursday, June 18th. Bank of America cut their price target on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Tuesday, May 19th. Morgan Stanley decreased their price objective on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 28th. Mizuho lowered their price objective on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research note on Thursday, July 2nd. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $182.00 target price on shares of Equifax in a report on Tuesday. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average target price of $218.32.

Read Our Latest Research Report on Equifax

Equifax Price Performance

EFX stock opened at $172.23 on Wednesday. The firm has a 50 day moving average of $165.31 and a 200-day moving average of $183.40. The company has a market cap of $20.51 billion, a price-to-earnings ratio of 30.32, a PEG ratio of 1.36 and a beta of 1.32. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax has a 12-month low of $150.74 and a 12-month high of $271.84.

Equifax (NYSE:EFX – Get Free Report) last released its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter in the prior year, the firm posted $2.00 EPS. The company’s revenue was up 10.6% compared to the same quarter last year. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, equities analysts expect that Equifax will post 8.56 EPS for the current fiscal year.

Insider Activity

In related news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the transaction, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. This trade represents 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. Corporate insiders own 1.70% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. boosted its stake in Equifax by 16.9% during the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after buying an additional 58 shares in the last quarter. True Wealth Design LLC raised its position in Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 58 shares in the last quarter. Athena Investment Management raised its position in Equifax by 2.4% in the fourth quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock worth $566,000 after acquiring an additional 60 shares in the last quarter. Modera Wealth Management LLC lifted its holdings in Equifax by 5.1% in the 4th quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock valued at $277,000 after acquiring an additional 62 shares during the last quarter. Finally, Horizon Investments LLC boosted its position in shares of Equifax by 3.2% during the 4th quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider’s stock valued at $430,000 after purchasing an additional 62 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

Positive Sentiment: Equifax posted Q2 revenue of $1.70 billion, up 11% year over year, and adjusted EPS of $2.25, topping estimates. Management also highlighted strong performance in Workforce Solutions and mortgage-related businesses, plus early AI-driven efficiency gains that doubled the company’s cost-savings target to $150 million. Article title
Positive Sentiment: Analyst sentiment remains supportive, with William Blair reiterating a Buy rating and pointing to Workforce Solutions strength and operating leverage as offsets to near-term government softness. Article title
Neutral Sentiment: Equifax said it is expanding AI use internally to improve productivity and lower costs, which could support margins over time but is still early in execution. Article title
Negative Sentiment: Shares are under pressure because Q3 and full-year 2026 guidance came in below expectations, suggesting a more challenging near-term operating environment, especially in government and mortgage-related demand. Article title
Negative Sentiment: Margins were hurt by a $100 million legal settlement accrual tied to a previously disclosed coding issue, adding another headwind for investors to weigh. Article title

Equifax Company Profile

(Get Free Report)

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.