Equities Analysts Set Expectations for Equifax Q1 Earnings

Equifax, Inc. (NYSE:EFX) – Research analysts at Zacks Research lowered their Q1 2026 earnings estimates for shares of Equifax in a report released on Wednesday, February 18th. Zacks Research analyst Team now forecasts that the credit services provider will post earnings per share of $1.72 for the quarter, down from their prior estimate of $1.84. The consensus estimate for Equifax’s current full-year earnings is $7.58 per share. Zacks Research also issued estimates for Equifax’s Q2 2026 earnings at $2.18 EPS, Q3 2026 earnings at $2.11 EPS, Q4 2026 earnings at $2.32 EPS, FY2026 earnings at $8.33 EPS, Q1 2027 earnings at $2.29 EPS, Q2 2027 earnings at $2.58 EPS, Q3 2027 earnings at $2.60 EPS, Q4 2027 earnings at $2.74 EPS, FY2027 earnings at $10.21 EPS and FY2028 earnings at $11.49 EPS.

Several other equities research analysts also recently issued reports on the stock. Barclays dropped their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. Wells Fargo & Company reduced their price target on Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Needham & Company LLC lowered their price objective on Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Finally, Royal Bank Of Canada set a $220.00 target price on Equifax in a research note on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average target price of $240.33.

Equifax Stock Performance

Shares of NYSE:EFX opened at $197.34 on Friday. The business’s 50-day simple moving average is $209.29 and its 200 day simple moving average is $224.25. The company has a market cap of $24.15 billion, a P/E ratio of 37.09, a PEG ratio of 1.45 and a beta of 1.55. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.74 and a current ratio of 0.60. Equifax has a one year low of $166.02 and a one year high of $281.03.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the prior year, the firm earned $2.12 EPS. The firm’s quarterly revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS.

Hedge Funds Weigh In On Equifax

A number of large investors have recently bought and sold shares of the business. 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 purchasing an additional 316,048 shares during the last quarter. State Street Corp boosted its position in Equifax by 1.3% during 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 purchasing an additional 66,289 shares during the period. Massachusetts Financial Services Co. MA boosted its position in Equifax by 35.8% during the 4th 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 purchasing an additional 1,145,921 shares during the period. Geode Capital Management LLC grew its stake in Equifax by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock worth $811,650,000 after buying an additional 75,627 shares during the last quarter. Finally, Brown Advisory Inc. increased its position in 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 period. Institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling at Equifax

In other Equifax news, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction 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 directly owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. This represents a 13.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated 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 owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 45,171 shares of company stock worth $9,079,441 over the last 90 days. 1.40% of the stock is currently owned by company insiders.

Key Headlines Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Neutral Sentiment: Bank of America has initiated coverage on Equifax — this brings institutional attention and trading liquidity, which can support the stock but may have mixed short‑term impact depending on BofA’s stance. Bank of America Begins Coverage on Equifax
• Negative Sentiment: Zacks Research cut multiple near‑term and medium‑term EPS estimates for EFX (Q1–Q4 2026, Q2–Q4 2027 and FY2026–FY2027); notable moves include Q1 2026 from $1.84 to $1.72 and FY2026 from $8.69 to $8.33 — small but broad downward revisions that may pressure sentiment given Equifax’s rich valuation. These rounds of cuts are the main driver of analyst‑related negative news flow today. Equifax Stock: Analyst Estimates & Ratings

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.