Equifax (NYSE:EFX) Price Target Lowered to $245.00 at Needham & Company LLC

Equifax (NYSE:EFX) had its price objective decreased by Needham & Company LLC from $265.00 to $245.00 in a research report report published on Wednesday morning, MarketBeat reports. Needham & Company LLC currently has a buy rating on the credit services provider’s stock.

A number of other equities research analysts have also issued reports on the stock. Citigroup dropped their price objective on shares of Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Equifax from $225.00 to $217.00 in a research note on Thursday, July 9th. Rothschild & Co Redburn decreased their target price on shares of Equifax from $226.00 to $214.00 in a report on Friday, May 8th. Morgan Stanley dropped their price target on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research note on Tuesday, April 28th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $182.00 price target on shares of Equifax in a report on Tuesday. Thirteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $215.79.

Equifax Trading Down 1.6%

Shares of Equifax stock opened at $170.29 on Wednesday. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.61. The stock’s 50 day simple moving average is $165.52 and its 200-day simple moving average is $183.07. The stock has a market cap of $20.28 billion, a P/E ratio of 29.93, a P/E/G ratio of 1.31 and a beta of 1.32. Equifax has a 1-year low of $150.74 and a 1-year high of $271.84.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating the consensus estimate of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter last year, the firm earned $2.00 earnings per share. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Analysts predict that Equifax will post 8.56 EPS for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were issued a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.44%.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the transaction, the chief executive officer directly owned 271,730 shares in the company, valued at $46,846,252. This represents a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

Institutional Investors Weigh In On Equifax

Several institutional investors and hedge funds have recently modified their holdings of the company. State Street Corp grew its position in Equifax by 1.3% in the 4th quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock valued at $1,097,147,000 after acquiring an additional 66,289 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its position 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 worth $942,676,000 after purchasing an additional 1,145,921 shares in the last quarter. Soroban Capital Partners LP lifted its position in shares of Equifax by 310.5% during the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock worth $753,515,000 after purchasing an additional 3,165,120 shares in the last quarter. Brown Advisory Inc. boosted its stake 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 valued at $609,693,000 after purchasing an additional 1,022,819 shares during the period. Finally, Bank of America Corp DE boosted its stake in shares of Equifax by 36.5% in the first quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock valued at $379,490,000 after purchasing an additional 563,880 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax topped Q2 earnings estimates with EPS of $2.25 and posted $1.70 billion in revenue, up 11% year over year, showing solid underlying demand in its credit services and verification businesses. Article Title
• Positive Sentiment: Management raised its AI-driven cost savings target to $150 million through 2028, which could support margins and operating leverage over time. Article Title
• Positive Sentiment: Analysts largely kept bullish ratings after the report, with several still recommending Buy despite trimming price targets, suggesting the long-term thesis remains intact. Article Title
• Neutral Sentiment: Equifax announced a deal to acquire Círculo de Crédito, which could broaden its footprint, but investors are still waiting to see the financial impact of the transaction. Article Title
• Negative Sentiment: The stock is reacting to weaker-than-expected Q3 and full-year 2026 guidance, which came in below Wall Street forecasts and overshadowed the earnings beat. Article Title
• Negative Sentiment: Margins were pressured by a legal settlement accrual, and management also pointed to ongoing mortgage-market and macroeconomic softness, adding to near-term caution. Article Title

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.