Wells Fargo & Company Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its target price decreased by analysts at Wells Fargo & Company from $240.00 to $230.00 in a research report issued to clients and investors on Wednesday, Marketbeat.com reports. The brokerage presently has an “overweight” rating on the credit services provider’s stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 31.64% from the company’s current price.

Several other brokerages have also recently weighed in on EFX. The Goldman Sachs Group upped their price target on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research report on Wednesday. Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. Stifel Nicolaus lowered their price target on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Jefferies Financial Group lowered 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. Finally, Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research report on Thursday, February 5th. Thirteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Equifax Price Performance

Shares of EFX opened at $174.71 on Wednesday. The company has a 50 day moving average price of $188.80 and a 200-day moving average price of $205.61. Equifax has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The stock has a market capitalization of $20.80 billion, a PE ratio of 30.76, a PEG ratio of 1.37 and a beta of 1.56. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.60 and a current ratio of 0.61.

Equifax (NYSE:EFX) last announced 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. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the company earned $1.53 EPS. The company’s revenue was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities analysts predict that Equifax will post 8.57 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the completion of the transaction, the executive vice president owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. This trade represents a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 49,671 shares of company stock valued at $9,960,181. Insiders own 1.70% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in shares of Equifax by 2.1% in the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after buying an additional 316,048 shares during the last quarter. State Street Corp raised its holdings in shares of Equifax by 1.3% in the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock worth $1,097,147,000 after buying an additional 66,289 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Equifax by 35.8% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after buying an additional 1,145,921 shares during the last quarter. Brown Advisory Inc. raised its holdings in shares of Equifax by 57.2% in the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after buying an additional 1,022,819 shares during the last quarter. Finally, Generation Investment Management LLP raised its holdings in shares of 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 buying an additional 163,375 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Trending Headlines about 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

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.