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FINWIRES

Equifax's 2026 Guidance 'Conservative,' RBC Says

-- Equifax's (EFX) 2026 guidance appears "conservative" and will likely beat analyst estimates if the macro environment remains stable, RBC Capital Markets analysts said in a Tuesday note.

Analysts said that the company's Q1 financial results exceeded expectations, with USIS mortgage revenue rising 60% after the Rocket pre-qualification win and "robust" mortgage inquiries.

RBC said that the company expects moderating mortgage growth, with revenue growth decelerating from 38% in Q1 to 20% for the year.

Analysts said the company's Government Verification revenue is expected to soften considerably, declining from mid-double-digit percentage growth in Q1 to flat in Q2.

Analysts have an outperform rating on the stock and a $222 price target.

Price: $188.74, Change: $-3.68, Percent Change: -1.91%

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