Equifax (NYSE:EFX) Issues FY 2026 Earnings Guidance

Posted by Kyle Jackson on Feb 4th, 2026

Equifax (NYSE:EFX – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 8.300-8.700 for the period, compared to the consensus earnings per share estimate of 8.680. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.6 billion. Equifax also updated its Q1 2026 guidance to 1.630-1.730 EPS.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on EFX shares. Needham & Company LLC reiterated a “buy” rating and set a $295.00 price objective on shares of Equifax in a research note on Tuesday, October 21st. Morgan Stanley cut their price target on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Wells Fargo & Company reduced their price target on Equifax from $285.00 to $265.00 and set an “overweight” rating for the company in a report on Wednesday, January 14th. Stifel Nicolaus dropped their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. Finally, Oppenheimer reduced their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $271.14.

Check Out Our Latest Report on EFX

Equifax Stock Performance

Shares of Equifax stock traded up $2.65 on Wednesday, hitting $177.70. The stock had a trading volume of 1,890,756 shares, compared to its average volume of 1,848,108. The stock has a market cap of $21.75 billion, a price-to-earnings ratio of 33.69, a price-to-earnings-growth ratio of 2.02 and a beta of 1.55. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03. The business’s 50 day moving average is $214.20 and its two-hundred day moving average is $228.62.

Equifax (NYSE:EFX – Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The business had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the previous year, the company posted $2.12 EPS. The firm’s quarterly revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Analysts forecast that Equifax will post 7.58 EPS for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, November 24th were paid a $0.50 dividend. The ex-dividend date was Monday, November 24th. This represents a $2.00 annualized dividend and a yield of 1.1%. Equifax’s payout ratio is 37.95%.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

Positive Sentiment: Q4 beat on both EPS and revenue: Equifax reported $2.09 EPS vs. consensus ~ $2.05–$2.04 and revenue of $1.551B (+9% YoY), driven by Workforce Solutions and USIS strength—this is the primary upside catalyst. Equifax Q4 Earnings Beat Estimates, Revenues Jump 9% Y/Y
Positive Sentiment: FY 2026 EPS guide is at or slightly above Street expectations (8.30–8.70 vs. consensus ~8.68), implying management sees continued full‑year profitability despite headwinds—supports medium‑term outlook. Equifax projects 2026 profit above estimates after quarterly results beat
Neutral Sentiment: Company provided detailed materials (press release, slide deck, conference call) for additional color on results and segment trends; investors should review slides/call for guidance drivers and margin commentary. MarketBeat: Equifax earnings and call materials
Negative Sentiment: Q1 2026 EPS guidance came in below consensus (1.63–1.73 vs. ~1.78), signaling near‑term caution and raising concerns about margin pressure and slower volumes in some end markets—this capped upside intraday. Equifax (EFX) Reports Q4 Earnings: What Key Metrics Have to Say
Negative Sentiment: Regulatory/policy risk: media reports that senators warned about alleged Medicaid profiteering have pressured sentiment, adding an external political/regulatory overhang investors will watch. Equifax stock slumps after senators warn against Medicaid profiteering

Institutional Investors Weigh In On Equifax

Institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC increased its stake in Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after acquiring an additional 1,200 shares during the period. Great Lakes Advisors LLC bought a new position in shares of Equifax in the first quarter worth $204,000. Empowered Funds LLC increased its position in shares of Equifax by 14.6% in the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock worth $615,000 after purchasing an additional 321 shares during the period. First Trust Advisors LP raised its stake in Equifax by 14.5% in the second 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 in the last quarter. Finally, AXA S.A. lifted its position in Equifax by 699.9% during the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after purchasing an additional 7,587 shares during the period. 96.20% of the stock is currently owned by 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.