Equifax (NYSE:EFX) Updates Q3 2026 Earnings Guidance

Posted by Brian Himes on Jul 21st, 2026

Equifax (NYSE:EFX – Get Free Report) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.150-2.250 for the period, compared to the consensus estimate of 2.270. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Equifax also updated its FY 2026 guidance to 8.390-8.690 EPS.

Analysts Set New Price Targets

A number of analysts have commented on EFX shares. Mizuho reduced their target price on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Morgan Stanley dropped their price target on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Weiss Ratings raised shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday. Wells Fargo & Company reduced their price objective on Equifax from $230.00 to $220.00 and set an “overweight” rating for the company in a research note on Thursday, June 18th. Finally, BNP Paribas Exane decreased their target price on Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a report on Thursday, June 18th. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $223.39.

View Our Latest Research Report on Equifax

Equifax Trading Up 2.1%

Equifax stock opened at $180.78 on Tuesday. Equifax has a 12-month low of $150.74 and a 12-month high of $271.84. The firm has a market capitalization of $21.52 billion, a price-to-earnings ratio of 31.83, a P/E/G ratio of 1.34 and a beta of 1.32. The firm has a 50 day moving average of $165.20 and a 200 day moving average of $183.71. 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 (NYSE:EFX – Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.53 earnings per share. As a group, research analysts predict that Equifax will post 8.56 earnings per share for the current year.

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were paid a dividend of $0.56 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. Equifax’s payout ratio is 39.44%.

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated 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 sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% 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. Corporate insiders own 1.70% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Geneos Wealth Management Inc. lifted its position in Equifax by 16.9% in the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares during the period. Parkside Financial Bank & Trust lifted its holdings in Equifax by 3.2% in the fourth quarter. Parkside Financial Bank & Trust now owns 2,043 shares of the credit services provider’s stock valued at $443,000 after acquiring an additional 63 shares during the period. Virtue Capital Management LLC boosted its position in shares of Equifax by 7.3% during the 4th quarter. Virtue Capital Management LLC now owns 979 shares of the credit services provider’s stock worth $210,000 after purchasing an additional 67 shares in the last quarter. Ameriflex Group Inc. increased its holdings in shares of Equifax by 612.5% in the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares in the last quarter. Finally, Bamco Inc. NY increased its stake in Equifax by 3.1% in the 2nd quarter. Bamco Inc. NY now owns 3,300 shares of the credit services provider’s stock valued at $856,000 after purchasing an additional 100 shares in the last quarter. 96.20% of the stock is owned by hedge funds and other institutional investors.

About Equifax

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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.