Equifax (NYSE:EFX) Updates FY 2026 Earnings Guidance

Equifax (NYSE:EFX) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 8.390-8.690 for the period, compared to the consensus estimate of 8.600. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.8 billion. Equifax also updated its Q3 2026 guidance to 2.150-2.250 EPS.

Equifax Price Performance

Shares of NYSE:EFX opened at $180.78 on Tuesday. The stock 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. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. Equifax has a 12 month low of $150.74 and a 12 month high of $271.84. The stock’s 50 day moving average price is $165.20 and its 200 day moving average price is $183.71.

Equifax (NYSE:EFX) last issued 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 firm had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same period last year, the company posted $1.53 EPS. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. Equities research analysts anticipate that Equifax will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

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

Analyst Upgrades and Downgrades

EFX has been the subject of several research reports. Weiss Ratings raised Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday. Bank of America dropped their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. 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 report on Wednesday, April 22nd. Needham & Company LLC reaffirmed a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research note on Tuesday, July 7th. Finally, Robert W. Baird dropped their target price on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $223.39.

Insiders Place Their Bets

In other news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This trade represents a 7.68% decrease in their position. 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 insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Ameriflex Group Inc. raised its holdings in shares of Equifax by 612.5% during the fourth 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 period. Kemnay Advisory Services Inc. purchased a new stake in shares of Equifax in the 4th quarter valued at approximately $26,000. State of Wyoming acquired a new position in Equifax in the 2nd quarter worth approximately $34,000. Caitong International Asset Management Co. Ltd acquired a new position in Equifax in the 3rd quarter worth approximately $34,000. Finally, Quarry LP purchased a new position in Equifax during the 4th quarter worth approximately $36,000. 96.20% of the stock is owned by hedge funds and other 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.