Citigroup Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its target price lowered by research analysts at Citigroup from $256.00 to $238.00 in a report issued on Wednesday,MarketScreener reports. The firm currently has a “buy” rating on the credit services provider’s stock. Citigroup’s target price suggests a potential upside of 36.22% from the stock’s previous close.

EFX has been the subject of several other research reports. Wells Fargo & Company reduced their price objective on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating for the company in a research report on Wednesday. BMO Capital Markets set a $195.00 price target on shares of Equifax in a research report on Thursday, February 5th. UBS Group reduced their price target on shares of Equifax from $230.00 to $220.00 and set a “buy” rating for the company in a research report on Monday, April 13th. Needham & Company LLC reiterated a “buy” rating and issued a $265.00 price target on shares of Equifax in a research report on Wednesday. Finally, Jefferies Financial Group reduced their price target on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Thirteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $231.00.

Equifax Stock Down 2.2%

Shares of NYSE:EFX opened at $174.71 on Wednesday. The company has a market capitalization of $20.80 billion, a PE ratio of 30.76, a P/E/G ratio of 1.37 and a beta of 1.56. The company has a current ratio of 0.61, a quick ratio of 0.60 and a debt-to-equity ratio of 0.89. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03. The firm has a 50 day simple moving average of $188.80 and a 200-day simple moving average of $205.61.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.53 EPS. 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 analysts predict that Equifax will post 8.57 EPS for the current fiscal year.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the company’s 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 completion of the transaction, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jamil Farshchi sold 6,213 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the transaction, the executive vice president owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. The trade was a 13.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 49,671 shares of company stock worth $9,960,181. 1.70% of the stock is owned by insiders.

Hedge Funds Weigh In On Equifax

Institutional investors and hedge funds have recently made changes to their positions in the stock. Cullen Frost Bankers Inc. acquired a new position in shares of Equifax during the 4th quarter worth $25,000. Ameriflex Group Inc. grew its stake 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 worth $25,000 after purchasing an additional 98 shares during the period. Kemnay Advisory Services Inc. acquired a new position in shares of Equifax during the 4th quarter worth $26,000. Reflection Asset Management acquired a new position in shares of Equifax during the 4th quarter worth $26,000. Finally, Spire Wealth Management grew its stake in shares of Equifax by 82.9% during the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 58 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q1 results beat expectations: EPS $1.86 vs. $1.69 est. and revenue topped estimates, with management giving FY/Q2 guidance that supports continued growth — a primary reason analysts cite for conviction. Earnings Transcript
• Positive Sentiment: Operational drivers: mortgage market gains and AI-driven productivity improvements were highlighted as offsets to macro headwinds — supportive for margin outlook and long-term growth. Deep Dive
• Positive Sentiment: Momentum/market spotlight: coverage notes Equifax gaining momentum within the NYSE Composite spotlight, which can attract flows and trading interest. Momentum Article
• Positive Sentiment: Analysts largely remain constructive: multiple firms reaffirm buy/overweight/outperform stances (Needham, Citigroup, Morgan Stanley, Wells, Baird), signaling continued confidence despite target trims. Analyst Note Citigroup
• Neutral Sentiment: S&P 500 sentiment is mixed, and that broader market noise is cited as a headwind to near-term strength in Equifax shares. Market Sentiment
• Neutral Sentiment: Analyst notes and reviews point to “decent performance” but flag macro uncertainty — mixed read for investors weighing earnings strength vs. macro risk. SA Review
• Negative Sentiment: Several firms trimmed price targets this morning (Baird 250→245, Wells 240→230, Morgan Stanley 244→243, Citigroup 256→238) — trims can pressure the stock even when ratings remain positive. Baird Goldman

About Equifax

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.