Equifax (NYSE:EFX – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 8.450-8.550 for the period, compared to the consensus earnings per share estimate of 8.510. The company issued revenue guidance of $6.6 billion-$6.7 billion, compared to the consensus revenue estimate of $6.7 billion. Equifax also updated its Q4 2026 guidance to 2.070-2.170 EPS.
Equifax Trading Down 0.6%
Shares of NYSE:EFX opened at $175.46 on Thursday. The company has a market cap of $20.61 billion, a P/E ratio of 28.35, a P/E/G ratio of 1.85 and a beta of 1.35. The stock’s 50-day moving average is $166.87 and its 200-day moving average is $169.88. Equifax has a 52-week low of $137.01 and a 52-week high of $238.94. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.60 and a current ratio of 1.09.
Equifax (NYSE:EFX – Get Free Report) last announced its earnings results on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.06. Equifax had a net margin of 11.27% and a return on equity of 22.48%. The business had revenue of $1.69 billion for the quarter, compared to analyst estimates of $1.69 billion. During the same quarter in the previous year, the firm posted $2.04 earnings per share. Equifax’s revenue was up 9.6% compared to the same quarter last year. Equities research analysts predict that Equifax will post 8.49 earnings per share for the current year.
Equifax Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a dividend of $0.56 per share. The ex-dividend date was Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. Equifax’s payout ratio is currently 39.37%.
Wall Street Analyst Weigh In
A number of research firms have recently commented on EFX. Citigroup reduced their price objective on shares of Equifax from $238.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, July 22nd. JPMorgan Chase & Co. lowered their target price on shares of Equifax from $230.00 to $210.00 in a research note on Wednesday, July 22nd. BNP Paribas Exane upped their target price on shares of Equifax from $185.00 to $190.00 and gave the company a “neutral” rating in a research note on Wednesday, July 22nd. UBS Group reissued a “buy” rating on shares of Equifax in a research report on Wednesday. Finally, The Goldman Sachs Group restated a “neutral” rating on shares of Equifax in a research note on Tuesday. Fourteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $200.00.
Check Out Our Latest Stock Report on EFX
Insider Transactions at Equifax
In other news, EVP John Gamble sold 4,500 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total value of $845,820.00. Following the transaction, the executive vice president owned 69,055 shares of the company’s stock, valued at approximately $12,979,577.80. This trade represents a 6.12% decrease in their position. The sale 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 the firm’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the completion of the transaction, the chief executive officer owned 271,890 shares in the company, valued at $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.
Key Headlines Impacting Equifax
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Q3 earnings beat expectations: Equifax reported adjusted earnings of $2.26 per share, ahead of the $2.20 consensus estimate, while revenue increased 9.6% year over year to $1.69 billion, in line with forecasts. Lower selling, general and administrative expenses and AI-driven efficiency gains helped profitability. Equifax stock soars after Q3 earnings beat
- Positive Sentiment: Growth remains broad-based: Diversified Markets revenue grew 8%, and state-agency contract signings reached $550 million in annual contract value. Management also said consumer financial health remains generally resilient outside the mortgage market. Equifax: 3 Key Takeaways for Long-Term Investors
- Positive Sentiment: Analyst confidence improved: Needham raised its price target from $190 to $210 and maintained a Buy rating, citing potential upside from current levels. Equifax price target raised by Needham
- Neutral Sentiment: Credit demand is under pressure: An Equifax Canada survey found that one in four small-business owners have personally guaranteed business financing with their homes or other assets. The finding highlights continued borrowing demand but also rising financial risk among business owners. Small Business Owners Putting up Personal Assets
- Negative Sentiment: Mortgage weakness clouds the outlook: Equifax said U.S. mortgage transaction volumes declined meaningfully as interest rates rose. It issued fourth-quarter EPS guidance of $2.07-$2.17 versus the $2.21 consensus and revenue guidance of $1.6 billion versus $1.7 billion expected. Full-year revenue guidance of $6.6-$6.7 billion also trails the $6.7 billion consensus. Equifax Data Shows Mortgage Volume Slump
About Equifax
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.
Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.
Featured Stories
- Five stocks we like better than Equifax
- GM Beat and Added a $20 Billion Buyback—Why Did the Stock Fall?
- Intercepting Growth: Karman Secures $218M Lockheed Martin Deal
- Tech Stocks Took a Hit—These 2 Pharma Stocks Are Near New Highs
- Chip Stocks Have Pulled Back—Here’s How 3 Semiconductor ETFs Stack Up for Investors
Receive News & Ratings for Equifax Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Equifax and related companies with MarketBeat.com's FREE daily email newsletter.
