Oppenheimer Cuts Equifax (NYSE:EFX) Price Target to $266.00

Equifax (NYSE:EFX) had its target price cut by Oppenheimer from $271.00 to $266.00 in a research report sent to investors on Monday morning,Benzinga reports. They currently have an outperform rating on the credit services provider’s stock.

Several other equities analysts have also recently weighed in on the company. Bank of America cut their price target on Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a report on Friday, October 3rd. Needham & Company LLC reiterated a “buy” rating and set a $295.00 target price on shares of Equifax in a research report on Tuesday, October 21st. Stifel Nicolaus cut their target price on shares of Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a report on Wednesday, October 22nd. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a research report on Wednesday, October 1st. Finally, Morgan Stanley decreased their price target on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $271.14.

Equifax Stock Performance

EFX opened at $219.51 on Monday. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.74 and a current ratio of 0.74. The stock has a market capitalization of $26.87 billion, a price-to-earnings ratio of 41.65, a PEG ratio of 2.18 and a beta of 1.56. The company has a fifty day moving average of $214.33 and a 200 day moving average of $234.16. Equifax has a fifty-two week low of $199.98 and a fifty-two week high of $281.07.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, beating the consensus estimate of $1.94 by $0.10. The business had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The business’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.85 EPS. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. As a group, sell-side analysts forecast that Equifax will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, November 24th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Monday, November 24th. Equifax’s payout ratio is presently 37.95%.

Insiders Place Their Bets

In other news, EVP Jamil Farshchi sold 4,925 shares of the stock in a transaction on Monday, October 27th. The shares were sold at an average price of $238.94, for a total value of $1,176,779.50. Following the sale, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This represents a 11.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Mark W. Begor sold 27,959 shares of the firm’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $231.10, for a total transaction of $6,461,324.90. Following the completion of the sale, the chief executive officer owned 142,934 shares of the company’s stock, valued at $33,032,047.40. This trade represents a 16.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,270 shares of company stock worth $12,580,837 in the last quarter. Company insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. CX Institutional raised its holdings in shares of Equifax by 0.9% in the second quarter. CX Institutional now owns 5,005 shares of the credit services provider’s stock worth $1,298,000 after buying an additional 43 shares during the period. Accretive Wealth Partners LLC grew its position in Equifax by 1.1% in the 2nd quarter. Accretive Wealth Partners LLC now owns 4,564 shares of the credit services provider’s stock valued at $1,184,000 after acquiring an additional 48 shares during the last quarter. Cary Street Partners Investment Advisory LLC increased its stake in Equifax by 12.5% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock worth $117,000 after purchasing an additional 51 shares during the period. HighPoint Advisor Group LLC increased its stake in Equifax by 2.8% in the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock worth $506,000 after purchasing an additional 53 shares during the period. Finally, Sowell Financial Services LLC lifted its position in shares of Equifax by 4.0% during the second quarter. Sowell Financial Services LLC now owns 1,433 shares of the credit services provider’s stock worth $372,000 after purchasing an additional 55 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Wells Fargo kept an Overweight rating on EFX despite cutting its price target from $285 to $265, signaling the firm still sees material upside versus current levels. Benzinga
• Positive Sentiment: Equifax’s recent quarter beat consensus and management set FY2025 EPS guidance (7.55–7.65), reinforcing near-term revenue and profitability momentum that likely supports today’s price strength. Source: company earnings release / summary
• Neutral Sentiment: Market-wide caution: Schaeffer’s list notes historic patterns that could make the coming week choppy for the S&P 500, a macro factor that could temper momentum for cyclically exposed names like EFX. 25 Stocks to Target (and Avoid) After MLK Day
• Neutral Sentiment: Aggregator coverage: summary pieces collecting recent analyst views are circulating (7-analyst roundups), providing mixed signals that may keep volatility elevated as investors digest differing price targets and ratings. 7 Analysts Have This To Say About Equifax
• Negative Sentiment: Seeking Alpha flagged longer-term headwinds for Equifax despite a constructive Q4 outlook, citing margin pressures and competitive/structural risks that could limit multiple expansion and future earnings growth. Equifax Stock Faces Long-Term Headwinds
• Negative Sentiment: Oppenheimer published a pessimistic forecast for EFX, adding analyst skepticism on valuation upside absent improved margin trends — a catalyst for downward pressure if others follow suit. Oppenheimer Issues Pessimistic Forecast
• Negative Sentiment: Institutional selling: Mar Vista’s U.S. Quality Strategy divested its stake in EFX, a signal that at least one active manager is trimming exposure, which can weigh on sentiment if other funds follow. Mar Vista Divested Stake
• Negative Sentiment: Multiple commentary pieces highlight weakening margins/profitability concerns and at least one “sell” themed article, reinforcing downside risk if operational trends deteriorate. Weakening Margins Analysis 3 Reasons to Sell EFX

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.