JPMorgan Chase & Co. Cuts Equifax (NYSE:EFX) Price Target to $230.00

Equifax (NYSE:EFX) had its price objective decreased by JPMorgan Chase & Co. from $260.00 to $230.00 in a report issued on Thursday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the credit services provider’s stock.

Several other equities analysts have also commented on the stock. UBS Group set a $230.00 target price on shares of Equifax in a report on Thursday. BMO Capital Markets set a $195.00 price target on shares of Equifax in a research report on Thursday. Barclays decreased their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a report on Thursday. Wells Fargo & Company dropped their target price on Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Stifel Nicolaus reduced their price target on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday. One equities research 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’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $240.33.

Equifax Price Performance

Shares of Equifax stock opened at $195.52 on Thursday. The firm has a market capitalization of $23.93 billion, a PE ratio of 36.75, a price-to-earnings-growth ratio of 2.03 and a beta of 1.55. The company has a current ratio of 0.60, a quick ratio of 0.74 and a debt-to-equity ratio of 0.88. Equifax has a 12 month low of $166.02 and a 12 month high of $281.03. The business’s 50-day moving average price is $212.79 and its 200-day moving average price is $227.50.

Equifax (NYSE:EFX) last issued its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping 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 business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. During the same quarter in the prior year, the firm earned $2.12 earnings per share. Equifax’s revenue for the quarter 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. Sell-side analysts forecast that Equifax will post 7.58 EPS for the current fiscal year.

Institutional Investors Weigh In On Equifax

Several institutional investors and hedge funds have recently bought and sold shares of EFX. Accretive Wealth Partners LLC raised its holdings in shares of Equifax by 1.1% during the second quarter. Accretive Wealth Partners LLC now owns 4,564 shares of the credit services provider’s stock valued at $1,184,000 after acquiring an additional 48 shares in the last quarter. Cary Street Partners Investment Advisory LLC increased its position in Equifax by 12.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock valued at $117,000 after purchasing an additional 51 shares during the period. HighPoint Advisor Group LLC raised its holdings in Equifax by 2.8% in the 3rd quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock worth $506,000 after purchasing an additional 53 shares in the last quarter. Heritage Family Offices LLP lifted its position in shares of Equifax by 2.8% in the 3rd quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock worth $545,000 after purchasing an additional 57 shares during the period. Finally, Brighton Jones LLC boosted its stake in shares of Equifax by 1.6% during the 2nd quarter. Brighton Jones LLC now owns 3,723 shares of the credit services provider’s stock valued at $966,000 after purchasing an additional 58 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Key Stories Impacting 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.

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.