Equifax (NYSE:EFX) Releases FY 2026 Earnings Guidance

Equifax (NYSE:EFX) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 8.340-8.740 for the period, compared to the consensus estimate of 8.600. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.7 billion. Equifax also updated its Q2 2026 guidance to 2.150-2.250 EPS.

Equifax Stock Performance

NYSE:EFX opened at $198.36 on Tuesday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. Equifax has a 52-week low of $166.02 and a 52-week high of $281.03. The firm has a market cap of $23.93 billion, a price-to-earnings ratio of 37.29, a PEG ratio of 1.49 and a beta of 1.56. The business’s fifty day moving average is $189.64 and its 200 day moving average is $206.32.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.70 by $0.16. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Research analysts predict that Equifax will post 8.62 EPS for the current year.

Equifax Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on EFX shares. UBS Group decreased their target price on Equifax from $230.00 to $220.00 and set a “buy” rating on the stock in a research note on Monday, April 13th. BMO Capital Markets set a $195.00 target price on Equifax in a research note on Thursday, February 5th. Bank of America started coverage on Equifax in a research note on Tuesday, February 17th. They issued a “buy” rating and a $250.00 target price on the stock. Jefferies Financial Group decreased their target price on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Oppenheimer decreased their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Thirteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $235.75.

Insiders Place Their Bets

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

Hedge Funds Weigh In On Equifax

Several institutional investors have recently modified their holdings of EFX. Brighton Jones LLC increased its position in shares of Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock valued at $927,000 after purchasing an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC bought a new position in shares of Equifax during the 1st quarter valued at about $204,000. Empowered Funds LLC increased its position in shares of Equifax by 14.6% during the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after purchasing an additional 321 shares during the last quarter. First Trust Advisors LP increased its position in shares of Equifax by 14.5% during the 2nd quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock valued at $1,979,000 after purchasing an additional 966 shares during the last quarter. Finally, AXA S.A. increased its position in shares of Equifax by 699.9% during the 2nd quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock valued at $2,249,000 after purchasing an additional 7,587 shares during the last quarter. 96.20% of the stock is currently owned by 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.