Q1 EPS Estimates for Equifax Raised by Needham & Company LLC

Equifax, Inc. (NYSE:EFX) – Equities researchers at Needham & Company LLC raised their Q1 2026 earnings per share (EPS) estimates for Equifax in a research report issued to clients and investors on Thursday, February 5th. Needham & Company LLC analyst K. Peterson now anticipates that the credit services provider will post earnings of $1.69 per share for the quarter, up from their prior forecast of $1.66. Needham & Company LLC currently has a “Buy” rating and a $265.00 target price on the stock. The consensus estimate for Equifax’s current full-year earnings is $7.58 per share. Needham & Company LLC also issued estimates for Equifax’s Q3 2026 earnings at $2.26 EPS.

Other equities research analysts also recently issued reports about the company. Royal Bank Of Canada set a $220.00 price objective on Equifax in a report on Thursday. Barclays decreased their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research report on Thursday. BMO Capital Markets set a $195.00 price target on shares of Equifax in a report on Thursday. Oppenheimer decreased their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Finally, Wells Fargo & Company dropped their target price on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $240.33.

Equifax Price Performance

Equifax stock opened at $195.52 on Monday. 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 1 year low of $166.02 and a 1 year high of $281.03. The firm has a 50 day moving average price of $212.79 and a 200 day moving average price of $227.36. The company has a market cap of $23.93 billion, a price-to-earnings ratio of 36.75, a PEG ratio of 1.73 and a beta of 1.55.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating the consensus estimate of $2.05 by $0.04. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm’s revenue was up 9.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.12 EPS. 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. Allianz Asset Management GmbH grew its holdings in shares of Equifax by 6.0% in the 3rd quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock worth $100,703,000 after acquiring an additional 22,302 shares during the last quarter. SteelPeak Wealth LLC increased its stake in Equifax by 164.6% in the 3rd quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock worth $2,061,000 after purchasing an additional 4,998 shares in the last quarter. ZWJ Investment Counsel Inc. raised its holdings in Equifax by 18.4% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock worth $45,714,000 after buying an additional 27,740 shares during the period. Stevens Capital Management LP purchased a new stake in Equifax during the second quarter valued at about $932,000. Finally, Greenhouse Funds LLLP acquired a new position in shares of Equifax in the second quarter worth about $59,935,000. Institutional investors own 96.20% of the company’s stock.

Equifax News Roundup

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.