Robert W. Baird Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its price objective decreased by analysts at Robert W. Baird from $250.00 to $245.00 in a research report issued on Wednesday, MarketBeat.com reports. The firm currently has an “outperform” rating on the credit services provider’s stock. Robert W. Baird’s price target suggests a potential upside of 40.23% from the company’s previous close.

EFX has been the subject of several other reports. Royal Bank Of Canada set a $220.00 target price on Equifax in a research note on Thursday, February 5th. Stifel Nicolaus reduced their target price on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Mizuho assumed coverage on Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 target price for the company. Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Finally, UBS Group reduced their target price on Equifax from $230.00 to $220.00 and set a “buy” rating for the company in a research note on Monday, April 13th. Thirteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $231.00.

Equifax Stock Performance

Shares of Equifax stock opened at $174.71 on Wednesday. The company has a current ratio of 0.61, a quick ratio of 0.60 and a debt-to-equity ratio of 0.89. The business has a 50-day moving average price of $188.80 and a two-hundred day moving average price of $205.61. Equifax has a 1-year low of $166.02 and a 1-year high of $281.03. The company has a market cap of $20.80 billion, a P/E ratio of 30.76, a PEG ratio of 1.37 and a beta of 1.56.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period last year, the business posted $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. As a group, analysts anticipate that Equifax will post 8.57 EPS for the current year.

Insiders Place Their Bets

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the transaction, the executive vice president owned 58,921 shares of the company’s stock, valued at $11,532,018.12. This trade represents a 7.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Tuesday, February 10th. The stock was 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 in the company, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 49,671 shares of company stock valued at $9,960,181 in the last 90 days. 1.70% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Equifax

Hedge funds have recently modified their holdings of the company. Cullen Frost Bankers Inc. bought a new position in shares of Equifax during the 4th quarter worth approximately $25,000. Ameriflex Group Inc. lifted its position 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 buying an additional 98 shares in the last quarter. Kemnay Advisory Services Inc. bought a new position in shares of Equifax during the 4th quarter worth approximately $26,000. Reflection Asset Management bought a new position in shares of Equifax during the 4th quarter worth approximately $26,000. Finally, Spire Wealth Management lifted its position 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 buying an additional 58 shares in the last quarter. Institutional investors own 96.20% of the company’s stock.

Equifax News Roundup

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

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.