Equifax (NYSE:EFX) Reaches New 12-Month Low – What’s Next?

Equifax, Inc. (NYSE:EFX)’s stock price reached a new 52-week low during trading on Thursday . The company traded as low as $153.84 and last traded at $154.4760, with a volume of 1959690 shares trading hands. The stock had previously closed at $167.13.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Robert W. Baird dropped their price target on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. BNP Paribas Exane dropped their price target on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a research report on Monday, April 27th. The Goldman Sachs Group lifted their price target on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a research report on Wednesday, April 22nd. 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 report on Wednesday, April 22nd. Finally, Bank of America dropped their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Equifax presently has an average rating of “Moderate Buy” and a consensus target price of $226.39.

Equifax Price Performance

The stock’s 50-day moving average price is $171.94 and its 200 day moving average price is $191.97. The firm has a market cap of $18.39 billion, a price-to-earnings ratio of 27.20, a price-to-earnings-growth ratio of 1.24 and a beta of 1.32. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.53 earnings per share. 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 predict that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were issued a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s payout ratio is 39.44%.

Insider Buying and Selling at Equifax

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the sale, the executive vice president owned 29,518 shares of the company’s stock, valued at $5,132,885.02. The trade was a 7.68% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares in the company, valued at $46,846,252. This trade represents a 12.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Institutional Investors Weigh In On Equifax

Institutional investors and hedge funds have recently bought and sold shares of the business. Cullen Frost Bankers Inc. bought a new stake in Equifax in the 4th quarter valued at $25,000. Ameriflex Group Inc. grew 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 worth $25,000 after purchasing an additional 98 shares during the last quarter. Kemnay Advisory Services Inc. bought a new stake in shares of Equifax in the 4th quarter worth about $26,000. Reflection Asset Management bought a new stake in shares of Equifax in the 4th quarter worth about $26,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of Equifax in the 3rd quarter worth about $34,000. Institutional investors own 96.20% of the company’s stock.

Equifax Company Profile

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.