Wells Fargo & Company Cuts Equifax (NYSE:EFX) Price Target to $240.00

Equifax (NYSE:EFX) had its price target reduced by Wells Fargo & Company from $265.00 to $240.00 in a report published on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the credit services provider’s stock.

Other equities research analysts also recently issued research reports about the stock. Oppenheimer lowered their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Barclays decreased their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday. Needham & Company LLC cut their price objective on shares of Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Robert W. Baird set a $250.00 target price on shares of Equifax in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued 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 a consensus price target of $240.33.

Equifax Price Performance

EFX opened at $195.52 on Thursday. The stock has a market cap of $23.93 billion, a P/E ratio of 36.75, a P/E/G ratio of 2.03 and a beta of 1.55. Equifax has a 12 month low of $166.02 and a 12 month high of $281.03. The company has a quick ratio of 0.74, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The company has a fifty day simple moving average of $212.79 and a 200 day simple moving average of $227.50.

Equifax (NYSE:EFX) last posted its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same period in the previous year, the firm earned $2.12 earnings per share. The company’s revenue was up 9.3% on a year-over-year basis. 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 expect that Equifax will post 7.58 EPS for the current year.

Institutional Investors Weigh In On Equifax

A number of large investors have recently added to or reduced their stakes in the business. Allianz Asset Management GmbH increased its stake in Equifax by 6.0% in the third quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock valued at $100,703,000 after purchasing an additional 22,302 shares in the last quarter. SteelPeak Wealth LLC grew its stake in shares of Equifax by 164.6% in the 3rd quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock valued at $2,061,000 after buying an additional 4,998 shares during the period. ZWJ Investment Counsel Inc. increased its position in Equifax by 18.4% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock valued at $45,714,000 after buying an additional 27,740 shares in the last quarter. Stevens Capital Management LP acquired a new position in Equifax during the 2nd quarter worth approximately $932,000. Finally, Greenhouse Funds LLLP acquired a new position in Equifax during the 2nd quarter worth approximately $59,935,000. Institutional investors own 96.20% of the company’s stock.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and constructive guidance: Equifax reported a Q4 beat on revenue and EPS, and set FY2026 guidance (EPS 8.30–8.70) and Q1 guidance that signal continued top-line growth — a primary reason investors are bidding the stock up. Read More.
• Positive Sentiment: AI expansion and government segment momentum: Management highlighted AI-powered product expansion and a rebound in the government business, which supports longer-term revenue upside and premium valuation expectations. Read More.
• Positive Sentiment: VantageScore traction and partnerships: Execs noted VantageScore adoption gains and a new partnership (Gen + Equifax) to broaden consumer financial solutions — both support recurring data/licensing growth. Read More. | Read More.
• Neutral Sentiment: Analysts still bullish despite cuts: Several firms cut price targets after the quarter but maintained Buy/Overweight/Outperform ratings (JPM, RBC, Wells, Needham, Morgan Stanley), leaving meaningful upside in consensus PTs even after downgrades. These mixed signals can mute momentum but keep analyst support. Read More.
• Negative Sentiment: Regulatory/media scrutiny: A New York Times piece highlights senators accusing Equifax of “price‑gouging” on Medicaid services — elevated regulatory and political risk that could pressure valuation or lead to contract/price scrutiny in public-sector work. Read More.

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.