Royal Bank Of Canada Cuts Equifax (NYSE:EFX) Price Target to $222.00

Equifax (NYSE:EFX) had its price target lowered by Royal Bank Of Canada from $250.00 to $222.00 in a research note released on Thursday, Marketbeat reports. The brokerage currently has an outperform rating on the credit services provider’s stock.

A number of other equities research analysts have also recently commented on EFX. Stifel Nicolaus cut their target price on Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. UBS Group set a $230.00 target price on shares of Equifax in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Morgan Stanley lowered their price target on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday. Finally, Robert W. Baird set a $250.00 target price on Equifax in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $240.33.

Equifax Price Performance

Shares of EFX stock opened at $195.52 on Thursday. The business’s fifty day moving average is $212.79 and its 200 day moving average is $227.50. The company has a quick ratio of 0.74, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The stock has a market cap of $23.93 billion, a price-to-earnings ratio of 36.75, a PEG ratio of 2.03 and a beta of 1.55. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same period last year, the company posted $2.12 EPS. Equifax’s revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Research analysts expect that Equifax will post 7.58 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Cullen Frost Bankers Inc. bought a new stake in shares of Equifax during the fourth quarter valued at approximately $25,000. Country Trust Bank purchased a new position in Equifax during the second quarter valued at $26,000. Lodestone Wealth Management LLC bought a new stake in Equifax in the 4th quarter valued at $29,000. Ameritas Advisory Services LLC purchased a new stake in Equifax in the 2nd quarter worth $31,000. Finally, True Wealth Design LLC lifted its position in shares of Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after buying an additional 58 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and constructive guidance: Equifax reported a Q4 beat on revenue and EPS, and set FY2026 guidance (EPS 8.30–8.70) and Q1 guidance that signal continued top-line growth — a primary reason investors are bidding the stock up. Read More.
• Positive Sentiment: AI expansion and government segment momentum: Management highlighted AI-powered product expansion and a rebound in the government business, which supports longer-term revenue upside and premium valuation expectations. Read More.
• Positive Sentiment: VantageScore traction and partnerships: Execs noted VantageScore adoption gains and a new partnership (Gen + Equifax) to broaden consumer financial solutions — both support recurring data/licensing growth. Read More. | Read More.
• Neutral Sentiment: Analysts still bullish despite cuts: Several firms cut price targets after the quarter but maintained Buy/Overweight/Outperform ratings (JPM, RBC, Wells, Needham, Morgan Stanley), leaving meaningful upside in consensus PTs even after downgrades. These mixed signals can mute momentum but keep analyst support. Read More.
• Negative Sentiment: Regulatory/media scrutiny: A New York Times piece highlights senators accusing Equifax of “price‑gouging” on Medicaid services — elevated regulatory and political risk that could pressure valuation or lead to contract/price scrutiny in public-sector work. Read More.

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.