Equifax (NYSE:EFX) Releases Earnings Results, Beats Estimates By $0.04 EPS

Equifax (NYSE:EFX) posted its quarterly earnings results on Tuesday. The credit services provider reported $2.25 EPS for the quarter, beating the consensus estimate of $2.21 by $0.04, Briefing.com reports. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. During the same period last year, the firm earned $2.00 EPS. The company’s quarterly revenue was up 10.6% compared to the same quarter last year. Equifax updated its Q3 2026 guidance to 2.150-2.250 EPS and its FY 2026 guidance to 8.390-8.690 EPS.

Equifax Stock Up 2.1%

EFX opened at $180.78 on Tuesday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The company has a market cap of $21.52 billion, a price-to-earnings ratio of 31.83, a PEG ratio of 1.34 and a beta of 1.32. Equifax has a one year low of $150.74 and a one year high of $271.84. The business’s fifty day moving average is $165.20 and its two-hundred day moving average is $183.71.

Equifax Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were given a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is presently 39.44%.

Insiders Place Their Bets

In related news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction dated 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 directly owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction dated 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 approximately $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

Institutional Trading of Equifax

Institutional investors and hedge funds have recently modified their holdings of the business. Ameriflex Group Inc. increased its stake in shares of Equifax by 612.5% during 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 in the last quarter. Kemnay Advisory Services Inc. acquired a new position in shares of Equifax during the 4th quarter worth approximately $26,000. State of Wyoming purchased a new stake in Equifax in the 2nd quarter valued at approximately $34,000. Caitong International Asset Management Co. Ltd purchased a new stake in Equifax in the 3rd quarter valued at approximately $34,000. Finally, Quarry LP purchased a new stake in Equifax in the 4th quarter valued at approximately $36,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analysts Set New Price Targets

Several research firms have issued reports on EFX. Jefferies Financial Group cut their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Morgan Stanley decreased their target price 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. Mizuho lowered their price target on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research note on Thursday, July 2nd. BNP Paribas Exane cut their price target on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a report on Thursday, June 18th. Finally, Citigroup reduced their price objective on shares of Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $223.39.

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.