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Research Alert: CFRA Keeps Hold Rating On Shares Of Equifax Inc.

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our target by $5 to $210, 21.9x our 2027 EPS estimate vs its three-year historical forward P/E average of 32.0x. We raise our 2026 EPS view to $8.54 from $8.48 and keep 2027's at $9.60. EFX maintained its full-year guidance despite a strong Q1 beat, a conservative move, reflecting new macroeconomic uncertainties. While reported revenue guidance was raised by $25M and EPS by $0.04 for FX, the underlying local currency growth outlook is now tempered. The recent U.S.-Iran conflict has pushed interest rates higher and clouded the U.S. mortgage market outlook. Critically, this macro headwind is compounded by regulatory gridlock. CFRA's Washington Analysis suggests the key VantageScore catalyst, a significant profit opportunity, is stuck in political mud surrounding the FHFA director, creating a major investor overhang. While Q1's results demonstrated strong operational resilience, the stalled catalyst and volatile macro environment increase the stock's risk profile, justifying our lower target multiple.

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Research Alert: Alk: Q1 Loss Widens On Fuel Headwinds; Company Suspends Full-year Guidance

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