Equifax (NYSE:EFX) Releases Quarterly Earnings Results, Beats Estimates By $0.16 EPS

Equifax (NYSE:EFX) announced its quarterly earnings results on Tuesday. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.70 by $0.16, FiscalAI reports. The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. Equifax updated its Q2 2026 guidance to 2.150-2.250 EPS and its FY 2026 guidance to 8.340-8.740 EPS.

Equifax Stock Up 1.1%

Shares of NYSE:EFX opened at $198.36 on Tuesday. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60. The firm has a market capitalization of $23.93 billion, a PE ratio of 37.29, a price-to-earnings-growth ratio of 1.49 and a beta of 1.56. The firm’s 50-day moving average is $189.64 and its two-hundred day moving average is $206.32. Equifax has a 1 year low of $166.02 and a 1 year high of $281.03.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. This is a boost from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date was Monday, March 9th. Equifax’s payout ratio is currently 42.11%.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q1 earnings beat — Equifax reported $1.86 EPS vs. $1.70 consensus and revenue of $1.65B vs. $1.61B, showing margin and ROE strength. Quarterly Results Press Release
• Positive Sentiment: Record revenue — Q1 revenue was $1.649B, up 14% (13% local currency) and $37M above the midpoint of February guidance, supporting top‑line momentum. PR Newswire: Record Q1 Revenue
• Neutral Sentiment: FY‑2026 guidance set to $8.340–8.740 EPS (consensus ~8.60) and revenue $6.7B–$6.8B (in line with consensus) — range overlaps consensus but midpoint is slightly conservative on EPS. PR Newswire: Guidance
• Neutral Sentiment: Q2 guidance of $2.150–2.250 EPS vs. consensus $2.240 and revenue ~ $1.7B — largely consistent but slightly below consensus at the low end, which could temper near‑term upside. Quarterly Results & Guidance
• Negative Sentiment: Jefferies lowered its price target to $220 from $240 (still a Buy) — a modest downward revision to analyst valuation that could limit upside even after the beat. MarketScreener: Jefferies PT Cut
• Neutral Sentiment: Other analyst coverage remains generally constructive; broader analyst commentary may influence next moves. Globe and Mail: Analyst Commentary

Insiders Place Their Bets

In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total transaction of $233,248.29. Following the sale, the executive vice president directly owned 39,869 shares in the company, valued at $7,968,617.03. This represents a 2.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. This trade represents a 14.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 49,671 shares of company stock worth $9,960,181 over the last three months. Company insiders own 1.70% of the company’s stock.

Institutional Trading of Equifax

A number of institutional investors and hedge funds have recently bought and sold shares of EFX. Ameriflex Group Inc. increased its stake in Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after purchasing an additional 98 shares during the period. Kemnay Advisory Services Inc. purchased a new stake in shares of Equifax during the fourth quarter worth approximately $26,000. State of Wyoming purchased a new stake in shares of Equifax during the second quarter worth approximately $34,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Equifax during the third quarter worth approximately $34,000. Finally, Quarry LP purchased a new stake in shares of Equifax during the fourth quarter worth approximately $36,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have commented on EFX. JPMorgan Chase & Co. decreased their target price on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Jefferies Financial Group decreased their target price on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday. Wells Fargo & Company decreased their target price on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. UBS Group decreased their target price on shares of Equifax from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Finally, Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. Thirteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $235.75.

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.