Equifax’s (EFX) “Buy” Rating Reaffirmed at UBS Group

UBS Group restated their buy rating on shares of Equifax (NYSE:EFX) in a research note issued to investors on Wednesday,Benzinga reports. They currently have a $220.00 price target on the credit services provider’s stock.

Other equities research analysts have also recently issued research reports about the stock. Needham & Company LLC reiterated a “buy” rating and set a $265.00 price target on shares of Equifax in a report on Tuesday. The Goldman Sachs Group restated a “neutral” rating and issued a $173.00 price objective on shares of Equifax in a report on Friday, June 26th. Bank of America lowered their price objective on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Citigroup cut their target price on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Finally, Wells Fargo & Company decreased their price target on Equifax from $230.00 to $220.00 and set an “overweight” rating for the company in a research note on Thursday, June 18th. Thirteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $223.39.

Equifax Stock Down 4.2%

Shares of NYSE:EFX opened at $167.25 on Wednesday. Equifax has a 1 year low of $150.74 and a 1 year high of $271.84. The company has a market cap of $19.91 billion, a PE ratio of 29.45, a P/E/G ratio of 1.29 and a beta of 1.32. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The stock’s 50-day moving average is $165.19 and its 200 day moving average is $186.41.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. Equifax’s revenue was up 14.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Sell-side analysts anticipate that Equifax will post 8.57 EPS for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a $0.56 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. Equifax’s dividend payout ratio is 39.44%.

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president directly owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Equifax

Hedge funds and other institutional investors have recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC bought a new position in shares of Equifax during the first quarter valued at approximately $204,000. Empowered Funds LLC grew its stake in shares of Equifax by 14.6% during the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after buying an additional 321 shares during the last quarter. First Trust Advisors LP raised its holdings in shares of Equifax by 14.5% in the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock worth $1,979,000 after buying an additional 966 shares during the period. Finally, AXA S.A. raised its holdings in shares of Equifax by 699.9% in the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after buying an additional 7,587 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Analysts at Needham and UBS reaffirmed buy ratings on Equifax, with price targets of $265 and $220, signaling confidence that the Círculo de Crédito deal can support long-term growth and earnings. Equifax: Buy Rating Reiterated on Circulo de Credito Acquisition, Accretive Growth Outlook and Prudent Leverage
• Positive Sentiment: Equifax said the acquisition will add the fastest-growing credit bureau in Mexico and broaden its cloud and AI-enabled offerings, which could enhance its international growth profile and financial inclusion strategy. Equifax Announces Definitive Agreement to Acquire Círculo de Crédito in Mexico
• Neutral Sentiment: Equifax’s latest Market Pulse Index showed continued pressure on the U.S. middle class, with the index slipping for a second straight quarter. The update highlights softening consumer financial health, but it is mainly a macro readout rather than a direct earnings driver. Equifax Market Pulse Index Report Highlights Growing Pressure on the U.S. Middle Class
• Negative Sentiment: Some investors are focused on whether the $750 million deal is expensive relative to Equifax’s current valuation, so the stock may be under pressure as the market evaluates near-term financing, leverage, and execution risk. Equifax (EFX) Faces A Valuation Test On Its $750 Million Círculo De Crédito Deal

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.