Bank of America Begins Coverage on Equifax (NYSE:EFX)

Investment analysts at Bank of America started coverage on shares of Equifax (NYSE:EFX) in a research note issued on Tuesday. The brokerage set a “buy” rating and a $250.00 price target on the credit services provider’s stock. Bank of America‘s price target points to a potential upside of 29.73% from the stock’s previous close.

Other research analysts have also issued reports about the company. BMO Capital Markets set a $195.00 price objective on Equifax in a research report on Thursday, February 5th. Barclays lowered their price target on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. Oppenheimer reduced their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. UBS Group set a $230.00 target price on shares of Equifax in a research note on Thursday, February 5th. Finally, Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research report on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

Equifax Stock Up 0.0%

Shares of EFX opened at $192.71 on Tuesday. The stock has a fifty day simple moving average of $210.27 and a two-hundred day simple moving average of $224.77. 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 company has a market capitalization of $23.59 billion, a PE ratio of 36.22, a price-to-earnings-growth ratio of 1.70 and a beta of 1.55. Equifax has a 52-week low of $166.02 and a 52-week high of $281.03.

Equifax (NYSE:EFX) last released its quarterly earnings data 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 net margin of 10.87% and a return on equity of 19.27%. The firm had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same period last year, the business earned $2.12 earnings per share. Equifax’s 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. As a group, equities analysts forecast that Equifax will post 7.58 EPS for the current year.

Insider Activity

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total value of $7,629,624.99. Following the completion of the transaction, the chief executive officer owned 230,506 shares of the company’s stock, valued at $46,536,856.34. This trade represents a 14.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the sale, the executive vice president directly owned 39,869 shares in the company, valued at $7,968,617.03. This represents a 2.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 45,171 shares of company stock worth $9,079,441 in the last three months. Corporate insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Equifax

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank purchased a new position in Equifax in the second quarter valued at $334,521,000. Massachusetts Financial Services Co. MA boosted its position in shares of 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 worth $942,676,000 after acquiring an additional 1,145,921 shares in the last quarter. Brown Advisory Inc. increased its holdings in shares of Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after acquiring an additional 1,022,819 shares during the last quarter. Van ECK Associates Corp increased its holdings in shares of Equifax by 105.5% in the 4th quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock valued at $347,909,000 after acquiring an additional 823,116 shares during the last quarter. Finally, Goldman Sachs Group Inc. raised its position in shares of Equifax by 91.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock worth $317,688,000 after acquiring an additional 697,403 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

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.