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13 stories mentioning EFXUpdated 27d ago

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Research

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

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target price by $35 to $175, based on 18.6x our 2027 EPS estimate vs its three-year historical forward P/E average of 31.7x and the peer average of 13.9x. We decrease our 2026 EPS view to $8.46 from $8.54 and our 2027 EPS to $9.40 from $9.60. We have become more cautious on EFX, though we remain positive on the new product rollout and the Vitality Index achieving 17% in Q1. The latest tri-merge note from Washington Analysis, CFRA's policy team, highlights that while GSEs confirmed "not initially" changing tri-merge requirements, FHFA exploration of single-report options creates persistent regulatory uncertainty that weighs on the stock's valuation multiple. The Iran conflict threatens to disrupt recent strong credit quality and spending trends through potential oil price shocks and economic volatility, which could suppress mortgage origination volumes. We see AI innovation as an emerging risk that could introduce longer-term structural challenges to the bureau oligopoly business model.

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Wire

Rothschild & Co Redburn Adjusts Equifax Price Target to $214 From $226

Equifax (EFX) has an average rating of overweight and mean price target of $225.36, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $175.57, Change: $-0.06, Percent Change: -0.03%

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Wire

Equifax Maintains Quarterly Dividend at $0.56 per Share, Payable June 15 to Holders of Record May 22

Equifax Maintains Quarterly Dividend at $0.56 per Share, Payable June 15 to Holders of Record May 22

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Wire

Jefferies Adjusts Price Target on Equifax to $200 From $220, Maintains Buy Rating

Equifax (EFX) has an average rating of overweight and mean price target of $226.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $171.94, Change: $-3.00, Percent Change: -1.71%

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Wire

UBS Adjusts Price Target on Equifax to $220 From $245, Maintains Buy Rating

Equifax (EFX) has an average rating of overweight and mean price target of $226.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $175.37, Change: $-3.29, Percent Change: -1.84%

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Wire

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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Wire

Equifax Reiterates 2026 Guidance After Q1 Beat, Morgan Stanley Says

Equifax (EFX) kept its underlying fiscal 2026 guidance unchanged despite a Q1 beat due to increased geopolitical uncertainty, rate hikes and sluggish mortgage volumes, Morgan Stanley said in a Tuesday research report.Although Q1 results were solid, volume softened in mortgage, auto, and card segments.However, the brokerage said it expects improved consumer credit conditions, a more favorable regulatory environment, rate cuts, and mortgage upside over the coming years.The company's long-term earnings growth potential is not priced into the stock.While the near-term mortgage outlook remains uncertain, the credit bureaus should enter a multi-year upcycle trend, doubling EPS by 2028 compared with 2025, according to the note.The brokerage said it reiterated its overweight rating on the stock and adjusted its price target to $243 per share from $244.Price: $188.40, Change: $-4.02, Percent Change: -2.09%

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Research

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

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

Research Alert: Efx Q1 Beat: Mortgage Surge Drives 14% Revenue Growth, Innovation Accelerates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EFX delivered strong Q1 results with adjusted EPS of $1.86 vs. $1.53 the prior year, beating consensus by $0.16. Revenue of $1.65B (+14%) exceeded guidance by $37M and Street estimates by $30M, due to exceptional 38% U.S. Mortgage growth in Jan-Feb before the Iran conflict impacted rates. Broad-based operational strength emerged across segments, with USIS delivering outstanding 21% growth (well above 6%-8% framework) from 60% Mortgage expansion and steady Diversified Markets performance. Innovation momentum accelerated with Vitality Index reaching record 17% vs. 10% target, reflecting successful EFX Cloud and AI platform deployment from nearly $3B in technology investments. Strong cash generation enabled $327M in shareholder returns including $260M in buybacks and $67M dividends, while FCF of $121.5M supports continued cloud transformation investments that should drive sustained growth as initiatives gain market traction, in our view.

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Research

Research Alert: Efx Q1 Beat: Mortgage Surge Drives 14% Revenue Growth, Innovation Accelerates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EFX delivered strong Q1 results with adjusted EPS of $1.86 vs. $1.53 the prior year, beating consensus by $0.16. Revenue of $1.65B (+14%) exceeded guidance by $37M and Street estimates by $30M, due to exceptional 38% U.S. Mortgage growth in Jan-Feb before the Iran conflict impacted rates. Broad-based operational strength emerged across segments, with USIS delivering outstanding 21% growth (well above 6%-8% framework) from 60% Mortgage expansion and steady Diversified Markets performance. Innovation momentum accelerated with Vitality Index reaching record 17% vs. 10% target, reflecting successful EFX Cloud and AI platform deployment from nearly $3B in technology investments. Strong cash generation enabled $327M in shareholder returns including $260M in buybacks and $67M dividends, while FCF of $121.5M supports continued cloud transformation investments that should drive sustained growth as initiatives gain market traction, in our view.

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Wire

Jefferies Adjusts Price Target on Equifax to $220 From $240, Maintains Buy Rating

Equifax (EFX) has an average rating of overweight and mean price target of $227.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $196.34, Change: $+5.96, Percent Change: +3.13%

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Research

Mizuho Initiates Equifax at Outperform With $222 Price Target

Equifax (EFX) has an average rating of overweight and mean price target of $228.41, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

UBS Adjusts Equifax Price Target to $220 From $230, Maintains Buy Rating

Equifax (EFX) has an average rating of overweight and mean price target of $231.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $180.12, Change: $+2.15, Percent Change: +1.21%

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