Shares of Equifax, Inc. (NYSE:EFX – Get Free Report) have been assigned an average rating of “Moderate Buy” from the nineteen brokerages that are currently covering the firm, MarketBeat.com reports. Six investment analysts have rated the stock with a hold recommendation and thirteen have issued a buy recommendation on the company. The average 1 year target price among brokers that have covered the stock in the last year is $228.8824.
Several research analysts have recently weighed in on EFX shares. UBS Group cut their price objective on shares of Equifax from $245.00 to $220.00 and set a “buy” rating on the stock in a report on Thursday, April 23rd. Bank of America initiated coverage on shares of Equifax in a report on Tuesday, February 17th. They issued a “buy” rating and a $250.00 target price for the company. Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research report on Thursday, February 5th. Wells Fargo & Company cut their price target on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Finally, Needham & Company LLC reissued a “buy” rating and set a $265.00 price objective on shares of Equifax in a research note on Wednesday, April 22nd.
Equifax Price Performance
Equifax (NYSE:EFX – Get Free Report) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the prior year, the business posted $1.53 earnings per share. The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities research analysts expect that Equifax will post 8.57 EPS for the current year.
Equifax Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 22nd will be issued a $0.56 dividend. The ex-dividend date is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. Equifax’s dividend payout ratio (DPR) is presently 39.44%.
Insider Buying and Selling at Equifax
In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of 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 legal filing with the SEC, which is available through this hyperlink. Also, 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 value of $6,515,168.40. Following the completion of the transaction, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. This trade represents a 12.21% 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. Over the last 90 days, insiders sold 87,462 shares of company stock valued at $16,475,349. Company insiders own 1.70% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Madison Asset Management LLC increased its position in shares of Equifax by 114.3% in the first quarter. Madison Asset Management LLC now owns 70,191 shares of the credit services provider’s stock worth $12,639,000 after acquiring an additional 37,431 shares in the last quarter. Meeder Asset Management Inc. lifted its holdings in shares of Equifax by 9.9% during the 1st quarter. Meeder Asset Management Inc. now owns 43,764 shares of the credit services provider’s stock valued at $7,881,000 after acquiring an additional 3,937 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in Equifax by 20.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,101,940 shares of the credit services provider’s stock worth $198,414,000 after purchasing an additional 187,601 shares during the period. Parallel Advisors LLC increased its holdings in Equifax by 53.1% in the 1st quarter. Parallel Advisors LLC now owns 897 shares of the credit services provider’s stock valued at $162,000 after purchasing an additional 311 shares in the last quarter. Finally, Cantillon Capital Management LLC increased its holdings in Equifax by 3.9% in the 1st quarter. Cantillon Capital Management LLC now owns 1,791,379 shares of the credit services provider’s stock valued at $322,574,000 after purchasing an additional 67,381 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.
Key Equifax News
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Board declares quarterly dividend of $0.56 per share, payable June 15 to holders of record May 22 — reinforces shareholder yield and signals confidence in cash generation. Equifax Board of Directors Declares Quarterly Dividend
- Neutral Sentiment: Coverage pieces examine why EFX is in focus after price weakness and past volatility; useful for context but do not add new company-specific fundamentals. Why Is Equifax Stock in Focus Right Now
- Neutral Sentiment: Investor commentary asks whether the recent ~34% one‑year share slide creates a buying opportunity; this is market-opinion coverage rather than fresh catalysts. Is It Time To Reconsider Equifax (EFX) After A 33.8% One Year Share Price Slide
- Negative Sentiment: Analyst action: a Seeking Alpha piece highlights a downgrade to Hold citing near-term uncertainty — a sentiment change that can weigh on investor demand. Equifax: Downgrading To Hold On Near-Term Uncertainty
- Negative Sentiment: Zacks Research published a broad set of estimate adjustments: modestly raised FY2026 but cut multiple quarterly and FY2027–FY2028 estimates (including several downward revisions). The aggregate of these trims implies tempered growth expectations, which is a negative near- to mid-term earnings catalyst. Zacks Research estimate updates (summary)
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.
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