Equifax (NYSE:EFX) Releases Q2 2026 Earnings Guidance

Equifax (NYSE:EFX) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.150-2.250 for the period, compared to the consensus earnings per share estimate of 2.240. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Equifax also updated its FY 2026 guidance to 8.340-8.740 EPS.

Equifax Stock Performance

Shares of EFX opened at $198.36 on Tuesday. Equifax has a one year low of $166.02 and a one year high of $281.03. The company has a market cap of $23.93 billion, a PE ratio of 37.29, a P/E/G ratio of 1.49 and a beta of 1.56. The stock has a 50-day moving average of $189.64 and a 200-day moving average of $206.32. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.70 by $0.16. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities research analysts predict that Equifax will post 8.62 EPS for the current fiscal year.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s payout ratio is 42.11%.

Analyst Upgrades and Downgrades

EFX has been the subject of several recent research reports. Barclays decreased their price target on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. BMO Capital Markets set a $195.00 price target on shares of Equifax in a report on Thursday, February 5th. Bank of America began coverage on shares of Equifax in a research report on Tuesday, February 17th. They issued a “buy” rating and a $250.00 price objective for the company. Mizuho started coverage on Equifax in a report on Thursday. They set an “outperform” rating and a $222.00 price target on the stock. Finally, UBS Group cut their price objective on Equifax from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Thirteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $235.75.

Insider Buying and Selling at Equifax

In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total transaction of $233,248.29. Following the sale, the executive vice president owned 39,869 shares of the company’s stock, valued at $7,968,617.03. The trade was a 2.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the sale, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. This represents a 7.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 49,671 shares of company stock valued at $9,960,181 over the last three months. 1.70% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Geneos Wealth Management Inc. grew its position in shares of Equifax by 16.9% during the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares in the last quarter. Parkside Financial Bank & Trust raised its holdings in shares of Equifax by 3.2% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,043 shares of the credit services provider’s stock valued at $443,000 after acquiring an additional 63 shares in the last quarter. Virtue Capital Management LLC boosted its position in shares of Equifax by 7.3% during the 4th quarter. Virtue Capital Management LLC now owns 979 shares of the credit services provider’s stock valued at $210,000 after acquiring an additional 67 shares during the last quarter. Ameriflex Group Inc. boosted its position 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 valued at $25,000 after acquiring an additional 98 shares during the last quarter. Finally, Bamco Inc. NY grew its holdings in shares of Equifax by 3.1% during the second quarter. Bamco Inc. NY now owns 3,300 shares of the credit services provider’s stock worth $856,000 after purchasing an additional 100 shares in the last quarter. 96.20% of the stock is owned by institutional investors.

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.