Jefferies Financial Group Cuts Equifax (NYSE:EFX) Price Target to $220.00

Equifax (NYSE:EFX) had its target price reduced by equities researchers at Jefferies Financial Group from $240.00 to $220.00 in a report issued on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the credit services provider’s stock. Jefferies Financial Group’s target price would suggest a potential upside of 10.91% from the stock’s previous close.

Several other research analysts have also recently issued reports on EFX. Mizuho began coverage on Equifax in a report on Thursday. They issued an “outperform” rating and a $222.00 price target on the stock. Robert W. Baird set a $250.00 price objective on Equifax in a report on Thursday, February 5th. Barclays decreased their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. The Goldman Sachs Group reduced their price target on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $235.75.

Equifax Price Performance

EFX stock traded up $2.14 on Friday, reaching $198.36. The company had a trading volume of 2,245,205 shares, compared to its average volume of 1,802,097. Equifax has a 1 year low of $166.02 and a 1 year high of $281.03. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. The company’s fifty day moving average is $189.67 and its 200 day moving average is $206.56. The company has a market cap of $23.93 billion, a P/E ratio of 37.29, a PEG ratio of 1.49 and a beta of 1.56.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, research analysts forecast that Equifax will post 8.62 earnings per share for the current year.

Insider Activity

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the transaction, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president directly owned 39,869 shares of the company’s stock, valued at $7,968,617.03. This trade represents a 2.84% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 49,671 shares of company stock valued at $9,960,181. 1.70% of the stock is currently owned by insiders.

Institutional Trading of Equifax

Several hedge funds have recently added to or reduced their stakes in EFX. Norges Bank bought a new stake in Equifax in the fourth quarter worth about $275,635,000. Massachusetts Financial Services Co. MA grew its stake in Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after acquiring an additional 1,145,921 shares in the last quarter. Brown Advisory Inc. grew its stake in Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after acquiring an additional 1,022,819 shares in the last quarter. Van ECK Associates Corp grew its stake in Equifax by 105.5% in the 4th quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock worth $347,909,000 after buying an additional 823,116 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in Equifax by 91.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock worth $317,688,000 after buying an additional 697,403 shares in the last quarter. Institutional investors own 96.20% of the company’s stock.

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.