Autonomous Res Comments on Equifax’s Q1 Earnings (NYSE:EFX)

Equifax, Inc. (NYSE:EFX) – Research analysts at Autonomous Res issued their Q1 2026 earnings estimates for shares of Equifax in a note issued to investors on Tuesday, January 27th. Autonomous Res analyst K. Zhu expects that the credit services provider will post earnings per share of $1.97 for the quarter. The consensus estimate for Equifax’s current full-year earnings is $7.58 per share. Autonomous Res also issued estimates for Equifax’s Q2 2026 earnings at $2.20 EPS, Q3 2026 earnings at $2.16 EPS, Q4 2026 earnings at $2.25 EPS, FY2026 earnings at $8.57 EPS, Q1 2027 earnings at $2.40 EPS, Q2 2027 earnings at $2.65 EPS, Q3 2027 earnings at $2.60 EPS, Q4 2027 earnings at $2.66 EPS and FY2027 earnings at $10.32 EPS.

Other analysts have also issued research reports about the company. BMO Capital Markets decreased their price target on Equifax from $245.00 to $234.00 and set a “market perform” rating on the stock in a report on Monday, December 8th. Oppenheimer reduced their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Morgan Stanley lowered their target price on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Wells Fargo & Company cut their price target on shares of Equifax from $285.00 to $265.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Finally, Bank of America decreased their price objective on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research note on Friday, October 3rd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $271.14.

Equifax Price Performance

NYSE:EFX opened at $205.24 on Wednesday. The firm has a market capitalization of $25.12 billion, a price-to-earnings ratio of 38.94, a PEG ratio of 2.11 and a beta of 1.56. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74. The business has a 50 day simple moving average of $215.51 and a 200-day simple moving average of $230.68. Equifax has a 1 year low of $199.98 and a 1 year high of $281.03.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of EFX. Wealth Science Advisors LLC purchased a new stake in shares of Equifax in the 4th quarter worth $3,558,000. Chicago Partners Investment Group LLC lifted its stake in Equifax by 142.3% in the fourth quarter. Chicago Partners Investment Group LLC now owns 2,787 shares of the credit services provider’s stock worth $584,000 after acquiring an additional 1,637 shares during the period. Optas LLC bought a new position in Equifax during the 4th quarter worth about $381,000. Zurcher Kantonalbank Zurich Cantonalbank increased its position in Equifax by 0.4% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 54,581 shares of the credit services provider’s stock valued at $11,843,000 after purchasing an additional 211 shares during the period. Finally, Krilogy Financial LLC bought a new stake in shares of Equifax in the 4th quarter valued at about $212,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, November 24th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Monday, November 24th. Equifax’s payout ratio is currently 37.95%.

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax launched two new Employment Insights solutions for auto dealers that integrate verified payroll/employment data from The Work Number with the Equifax consumer credit report. This product targets earlier, higher‑quality prequalification and financing decisions at dealerships and could boost recurring data/license revenue and cross‑sell opportunities. Equifax Launches Employment Insights Solutions for Auto Dealers
• Neutral Sentiment: Autonomous Res published a detailed set of EPS forecasts (quarterly and FY2026/ FY2027) for EFX — notably FY2026 EPS ~ $8.57 and FY2027 EPS ~ $10.32 in their model, which are above the current consensus cited in the report. These estimates signal a bullish longer‑term earnings trajectory from one shop but are model-driven and not company guidance; they could temper downside if reiterated by other analysts.
• Negative Sentiment: Zacks highlighted that analysts expect Equifax to report a near‑term decline in earnings and suggested the company lacks the metrics that commonly lead to an earnings beat. The market is sensitive to any EPS miss or weak guidance, which likely explains near‑term selling pressure ahead of the print. Watch the upcoming report and management commentary closely. Analysts Estimate Equifax (EFX) to Report a Decline in Earnings: What to Look Out for

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.