19 stories mentioning EFXUpdated 7d ago
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Mark W Begor, Director, CEO, on July 24, 2026, sold 37,791 shares in Equifax (EFX) for $6,506,255. Following the Form 4 filing with the SEC, Begor has control over a total of 354,436 common shares of the company, with 271,890 shares held directly and 82,546 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/33185/000122520826006748/xslF345X05/doc4.xml
Equifax (EFX) Q2 results were "broadly" in line with expectations, but weaker Q3 guidance reflected delayed government contract signings and pressure from elevated mortgage rates, Oppenheimer said in a report Friday.The firm said it conducted an analysis on government revenue opportunity and raised Equifax's 2027 earnings estimate to $10.48 per share from $10.28. The 2026 estimate was increased to $8.63 from $8.62, according to the report.The firm sees potential upside to consensus estimates after the recent $100 million in state contracts and the prospect of new awards next year from a sizable pipeline, according to the note.While the company expects industry-wide mortgage originations to decline in 2026, the firm noted that the softer environment is already baked into thevaluation. The firm also sees potential market share gains from VantageScore 4.0 adoption.Oppenheimer reiterated an outperform rating on Equifax with a price target of $206, adding that the company's shares remain "undervalued."Price: $172.47, Change: $+5.75, Percent Change: +3.45%
Equifax (EFX) has an average rating of overweight and mean price target of $210.86, according to analysts polled by FactSet.Price: $169.00, Change: $-4.00, Percent Change: -2.31%
Equifax (EFX) has an average rating of overweight and mean price target of $210.86, 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://finwires.com/en/contact)Price: $168.38, Change: $-4.63, Percent Change: -2.67%
(Updates with the latest stock price movement in the headline and first paragraph.)Equifax (EFX) shares were down nearly 6% in Tuesday trading after the company reported Q2 results, issued Q3 guidance and updated its 2026 outlook.The company reported Q2 adjusted earnings Tuesday of $2.25 per diluted share, up from $2 a year earlier.Analysts polled by FactSet expected $2.20.Operating revenue for the quarter ended June 30 was $1.70 billion, compared with $1.54 billion a year earlier.Analysts expected $1.70 billion.The company expects Q3 adjusted EPS of $2.15 to $2.25 and revenue of $1.68 billion to $1.71 billion. Analysts expect $2.26 in adjusted EPS on revenue of $1.71 billion.For 2026, Equifax now expects adjusted EPS of $8.39 to $8.69, compared with its previous guidance of $8.34 to $8.74. Revenue for the year is now estimated at $6.71 billion to $6.78 billion, from $6.69 billion to $6.81 billion previously. Analysts expect $8.62 in adjusted EPS on revenue of $6.77 billion.In addition, Equifax said it signed a definitive deal to acquire Circulo de Credito for an enterprise value of $750 million. The company expects to close the transaction in Q4.Price: $169.36, Change: $-10.72, Percent Change: -5.95%
Equifax (EFX) has an average rating of overweight and mean price target of $219.55, according to analysts polled by FactSet.Price: $166.93, Change: $+4.76, Percent Change: +2.94%
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.
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://finwires.com/en/contact)Price: $175.57, Change: $-0.06, Percent Change: -0.03%
Equifax Maintains Quarterly Dividend at $0.56 per Share, Payable June 15 to Holders of Record May 22
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://finwires.com/en/contact)Price: $171.94, Change: $-3.00, Percent Change: -1.71%
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://finwires.com/en/contact)Price: $175.37, Change: $-3.29, Percent Change: -1.84%
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%
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%
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.
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.
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.
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://finwires.com/en/contact)Price: $196.34, Change: $+5.96, Percent Change: +3.13%
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://finwires.com/en/contact)
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://finwires.com/en/contact)Price: $180.12, Change: $+2.15, Percent Change: +1.21%
