The Goldman Sachs Group Forecasts Strong Price Appreciation for Equifax (NYSE:EFX) Stock

Equifax (NYSE:EFX) had its price target upped by analysts at The Goldman Sachs Group from $192.00 to $200.00 in a research report issued on Wednesday,MarketScreener reports. The firm presently has a “neutral” rating on the credit services provider’s stock. The Goldman Sachs Group’s target price points to a potential upside of 14.47% from the stock’s previous close.

Other analysts also recently issued reports about the stock. UBS Group lowered their price target on shares of Equifax from $230.00 to $220.00 and set a “buy” rating for the company in a research note on Monday, April 13th. Stifel Nicolaus lowered their price objective on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Jefferies Financial Group lowered their price objective on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, April 17th. Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 price objective on shares of Equifax in a research note on Wednesday. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $231.00.

Equifax Stock Performance

Equifax stock opened at $174.71 on Wednesday. The company has a quick ratio of 0.60, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. 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 firm has a fifty day simple moving average of $188.80 and a two-hundred day simple moving average of $205.61. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03.

Equifax (NYSE:EFX) last posted its quarterly earnings results 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 firm’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Research analysts expect that Equifax will post 8.57 EPS for the current year.

Insider Activity

In other news, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the sale, the executive vice president owned 41,036 shares in the company, valued at $8,035,259.16. This represents a 13.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred 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 sale, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 49,671 shares of company stock worth $9,960,181 over the last three months. 1.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Equifax

A number of institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of Equifax by 2.1% during the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after buying an additional 316,048 shares during the last quarter. State Street Corp grew its holdings in shares of Equifax by 1.3% during the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock valued at $1,097,147,000 after buying an additional 66,289 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of 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 buying an additional 1,145,921 shares during the last quarter. Brown Advisory Inc. grew its holdings in shares of 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 buying an additional 1,022,819 shares during the last quarter. Finally, Generation Investment Management LLP boosted its holdings in Equifax by 6.3% in the third quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after purchasing an additional 163,375 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Key Headlines Impacting Equifax

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.