Equifax (NYSE:EFX) Announces Quarterly Earnings Results, Beats Expectations By $0.16 EPS

Equifax (NYSE:EFX) posted its earnings results on Tuesday. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.70 by $0.16, FiscalAI reports. The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%. 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 Performance

Shares of EFX stock opened at $198.36 on Tuesday. The company has a market capitalization of $23.93 billion, a P/E ratio of 37.29, a P/E/G ratio of 1.49 and a beta of 1.56. The business’s 50 day moving average is $189.64 and its two-hundred day moving average is $206.32. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax has a 12-month low of $166.02 and a 12-month 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 given a dividend of $0.56 per share. This is an increase from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Monday, March 9th. Equifax’s dividend payout ratio (DPR) is currently 42.11%.

Wall Street Analyst Weigh In

Several research firms recently commented on EFX. Morgan Stanley dropped their target price on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Bank of America began coverage on Equifax in a report on Tuesday, February 17th. They set a “buy” rating and a $250.00 target price on the stock. Needham & Company LLC dropped their target price on Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Robert W. Baird set a $250.00 target price on Equifax in a report on Thursday, February 5th. Finally, JPMorgan Chase & Co. dropped their target price on Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Thirteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and an average price target of $235.75.

Insiders Place Their Bets

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction of $880,740.00. Following the transaction, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. This represents a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total value of $1,216,567.53. Following the transaction, the executive vice president owned 41,036 shares in the company, valued at $8,035,259.16. This represents a 13.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 49,671 shares of company stock worth $9,960,181. 1.70% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Equifax

Several hedge funds and other institutional investors have recently made changes to their positions in the company. State Street Corp lifted its position in shares of Equifax by 1.3% in the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock valued at $1,097,147,000 after acquiring an additional 66,289 shares in the last quarter. Lazard Asset Management LLC lifted its position in shares of Equifax by 0.6% in the third quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock valued at $445,524,000 after acquiring an additional 9,741 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Equifax by 1.7% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,073,073 shares of the credit services provider’s stock valued at $232,835,000 after acquiring an additional 18,390 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Equifax by 10.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 914,339 shares of the credit services provider’s stock valued at $198,419,000 after acquiring an additional 87,268 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Equifax by 1.5% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 900,869 shares of the credit services provider’s stock valued at $195,471,000 after acquiring an additional 13,528 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

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.