Equifax, Inc. (NYSE:EFX) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Equifax, Inc. (NYSE:EFX) has earned an average recommendation of “Moderate Buy” from the nineteen brokerages that are currently covering the firm, MarketBeat reports. Six investment analysts have rated the stock with a hold rating and thirteen have issued a buy rating on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $226.6667.

A number of brokerages have issued reports on EFX. BNP Paribas Exane decreased their price target on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Needham & Company LLC reissued a “buy” rating and issued a $265.00 price target on shares of Equifax in a report on Wednesday, April 22nd. BMO Capital Markets set a $195.00 price target on Equifax in a report on Thursday, February 5th. Bank of America decreased their price target on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. Finally, Wells Fargo & Company reduced their target price on Equifax from $240.00 to $230.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd.

Insider Activity at Equifax

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

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. NewEdge Advisors LLC raised its stake in shares of Equifax by 2,625.9% during the 1st quarter. NewEdge Advisors LLC now owns 2,208 shares of the credit services provider’s stock worth $398,000 after buying an additional 2,127 shares during the period. Caerus Investment Advisors LLC acquired a new position in Equifax in the 1st quarter valued at $349,000. Glenmede Trust Co. NA raised its stake in Equifax by 0.8% in the 1st quarter. Glenmede Trust Co. NA now owns 13,647 shares of the credit services provider’s stock valued at $2,457,000 after purchasing an additional 102 shares during the last quarter. Axiom Investment Management LLC acquired a new position in Equifax in the 1st quarter valued at $110,000. Finally, Essential Partners LLC raised its stake in Equifax by 2,116.3% in the 1st quarter. Essential Partners LLC now owns 2,039 shares of the credit services provider’s stock valued at $367,000 after purchasing an additional 1,947 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax Trading Down 3.2%

Shares of NYSE:EFX opened at $170.53 on Thursday. Equifax has a 12-month low of $156.47 and a 12-month high of $275.91. The company has a market capitalization of $20.31 billion, a PE ratio of 30.02, a PEG ratio of 1.31 and a beta of 1.32. The business has a 50 day moving average of $174.28 and a two-hundred day moving average of $195.05. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the previous year, the company posted $1.53 earnings per share. Equifax’s revenue for the quarter was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, analysts forecast that Equifax will post 8.56 EPS for the current year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s dividend payout ratio is presently 39.44%.

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.