Equifax, Inc. (NYSE:EFX) Stock Has Average Target Price of $213.95 According to Brokerages

Shares of Equifax, Inc. (NYSE:EFX) have been given an average recommendation of “Moderate Buy” by the twenty-one ratings firms that are currently covering the firm, MarketBeat reports. Six investment analysts have rated the stock with a hold rating and fifteen have given a buy rating to the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $206.90.

A number of analysts recently commented on EFX shares. JPMorgan Chase & Co. dropped their price objective on Equifax from $230.00 to $210.00 in a research report on Wednesday, July 22nd. Weiss Ratings upgraded shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. Citigroup cut their price objective on shares of Equifax from $238.00 to $220.00 and set a “buy” rating for the company in a research report on Wednesday, July 22nd. Robert W. Baird reduced their price objective on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 22nd. Finally, Rothschild & Co Redburn upgraded shares of Equifax from a “neutral” rating to a “buy” rating and raised their target price for the stock from $214.00 to $235.00 in a research report on Friday, August 21st.

Equifax Price Performance

EFX stock opened at $142.58 on Wednesday. Equifax has a 1 year low of $137.01 and a 1 year high of $244.37. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. The stock’s 50 day moving average price is $171.95 and its 200 day moving average price is $171.52. The firm has a market cap of $16.75 billion, a P/E ratio of 25.06, a PEG ratio of 1.39 and a beta of 1.35.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter in the prior year, the firm earned $2.00 EPS. Equifax’s quarterly revenue was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, sell-side analysts expect that Equifax will post 8.55 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were issued a dividend of $0.56 per share. The ex-dividend date was Monday, August 31st. This represents a $2.24 annualized dividend and a dividend yield of 1.6%. Equifax’s dividend payout ratio (DPR) is 39.37%.

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the sale, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. This trade represents a 12.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Gamble sold 4,500 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $187.96, for a total value of $845,820.00. Following the completion of the sale, the executive vice president directly owned 69,055 shares in the company, valued at approximately $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of EFX. BlackRock Inc. acquired a new position in Equifax during the second quarter worth approximately $1,491,357,000. Soroban Capital Partners LP boosted its holdings in shares of Equifax by 310.5% in the 1st quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock valued at $753,515,000 after purchasing an additional 3,165,120 shares during the last quarter. Brown Advisory Inc. grew its stake in shares of Equifax by 57.2% during the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after buying an additional 1,022,819 shares during the period. Bank of America Corp DE grew its stake in shares of Equifax by 36.5% during the 1st quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock valued at $379,490,000 after buying an additional 563,880 shares during the period. Finally, Cantillon Capital Management LLC increased its holdings in shares of Equifax by 0.8% during the 4th quarter. Cantillon Capital Management LLC now owns 1,723,998 shares of the credit services provider’s stock worth $374,073,000 after buying an additional 12,995 shares during the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Company Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that helps businesses, government agencies and consumers make informed decisions about credit, identity, employment and financial risk. The company collects and analyzes information from a broad range of sources to provide insights and decisioning tools for lenders, employers, insurers, telecommunications providers and other organizations.

Its products and services include consumer and commercial credit reports, credit scores, fraud and identity-management solutions, marketing and customer-acquisition analytics, and income and employment verification through The Work Number.