Wells Fargo & Company Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its price objective reduced by research analysts at Wells Fargo & Company from $265.00 to $240.00 in a report issued on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the credit services provider’s stock. Wells Fargo & Company‘s price target would indicate a potential upside of 28.08% from the stock’s current price.

A number of other analysts have also weighed in on EFX. BMO Capital Markets set a $195.00 target price on shares of Equifax in a report on Thursday. UBS Group set a $230.00 price target on Equifax in a report on Thursday. Oppenheimer lowered their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Morgan Stanley reduced their price target on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday. Finally, Barclays cut their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research report on Thursday. One equities 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 company. According to data from MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and a consensus target price of $245.64.

Equifax Price Performance

Shares of EFX traded up $6.35 during trading hours on Thursday, hitting $187.39. 798,511 shares of the company were exchanged, compared to its average volume of 1,925,621. The firm’s fifty day moving average is $213.55 and its 200 day moving average is $228.29. The company has a market cap of $22.93 billion, a price-to-earnings ratio of 35.65, a P/E/G ratio of 1.78 and a beta of 1.55. Equifax has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. 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 (NYSE:EFX) last issued its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, beating the consensus estimate of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The business’s revenue was up 9.3% on a year-over-year basis. During the same period last year, the business earned $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, equities analysts anticipate that Equifax will post 7.58 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Equifax

A number of hedge funds have recently added to or reduced their stakes in the stock. Allworth Financial LP increased its holdings in Equifax by 177.0% during the 4th quarter. Allworth Financial LP now owns 7,548 shares of the credit services provider’s stock worth $1,638,000 after purchasing an additional 4,823 shares during the period. Independent Advisor Alliance raised its holdings in shares of Equifax by 297.9% in the fourth quarter. Independent Advisor Alliance now owns 7,269 shares of the credit services provider’s stock valued at $1,577,000 after acquiring an additional 5,442 shares in the last quarter. Legacy Financial Advisors Inc. lifted its stake in Equifax by 23.6% in the fourth quarter. Legacy Financial Advisors Inc. now owns 4,012 shares of the credit services provider’s stock worth $871,000 after acquiring an additional 766 shares during the period. ABC Arbitrage SA bought a new position in Equifax during the 4th quarter worth about $402,000. Finally, AG2R LA Mondiale Gestion D Actifs increased its position in Equifax by 24.5% during the 4th quarter. AG2R LA Mondiale Gestion D Actifs now owns 6,775 shares of the credit services provider’s stock valued at $1,470,000 after purchasing an additional 1,335 shares during the period. 96.20% of the stock is currently owned by institutional investors.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and revenue growth — Equifax topped EPS and revenue estimates (Q4 EPS $2.09 vs. est. ~$2.05; revenue $1.551B, +9% YoY), citing strength in Workforce Solutions and USIS. Solid numbers and slide deck support near‑term confidence. Press Release
• Positive Sentiment: Product/AI & cloud leverage — Management said AI and the Equifax Cloud drove new product innovation and efficiencies in 2025 (90% of revenue on the new cloud), supporting longer‑term margin and product expansion opportunities. PYMNTS
• Positive Sentiment: VantageScore traction and partnerships — Company highlighted VantageScore adoption and expanded partnerships (Gen) to broaden consumer/financial solutions, which could support revenue diversification and addressable market growth. MSN
• Neutral Sentiment: Analysts maintain buy conviction but trim targets — Needham trimmed its price target to $265 while keeping a Buy rating, signaling continued analyst support despite reduced upside expectations. Benzinga
• Neutral Sentiment: Other firms echo caution while staying constructive — Morgan Stanley and others kept Buy ratings but lowered targets, reflecting confidence in long‑term fundamentals amid nearer‑term headwinds. TipRanks
• Negative Sentiment: Regulatory risk — Senators publicly accused Equifax of “price‑gouging” Medicaid programs as states prepare new work requirements, raising political/regulatory risk to government contracts and public perception. This has pressured the stock in recent sessions. NYT
• Negative Sentiment: Near‑term guidance softer than Street — Equifax guided Q1 EPS below consensus (Q1 2026 EPS 1.63–1.73 vs. ~1.78 consensus), which tempers the beat and is likely weighing on short‑term sentiment. Zacks

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.