Research
BNP Paribas Upgrades Equifax to Outperform From Neutral, Adjusts PT to $245 From $190
Equifax (EFX) has an average rating of overweight and mean price target of $213.23, according to analysts polled by FactSet.
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27 stories mentioning EFXUpdated 12d ago
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Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.
- BNP ParibasUpgradedOutperformPrice target$245from $190
- BNP ParibasUpgradedOutperformPrice target$245from $190
- Rothschild & Co RedburnUpgradedBuyPrice target$235from $214
- JPMorganTarget revisedPrice target$210from $230
- BNP ParibasTarget revisedNeutralPrice target$190from $185
- UBSTarget raisedBuyPrice target$220from $215
What's the latest news on EFX?
Research
BNP Paribas Upgrades Equifax to Outperform From Neutral, Adjusts PT to $245 From $190
Equifax (EFX) has an average rating of overweight and mean price target of $213.23, according to analysts polled by FactSet.
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Sectors
Sector Update: Financial Stocks Retreat Late Afternoon
Financial stocks were lower in late Friday afternoon trading, with the NYSE Financial Index decreasing 0.7% and the State Street Financial Select Sector SPDR ETF (XLF) off 0.8%.The Philadelphia Housing Index rose 0.5%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) shed 0.6%.Bitcoin (BTC-USD) was falling 1.8% to $79,763, and the yield for 10-year US Treasuries rose 2.2 basis points to 4.784%.In economic news, total nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, compared with a 55,000 increase projected in a Bloomberg-compiled survey.The probability of the Fed raising its target rate by 25 basis points to 3.75%-4.0% in September jumped to 60% after midday from 49% a day ago, according to the CME FedWatch tool. The remaining likelihood is that policy will remain on hold.President Donald Trump called on the Federal Reserve to lower interest rates, saying the US economy is a stronger credit than it was before. In a post on Truth Social, Trump said job growth exceeded estimates and argued that a "strong country means a lower interest rate."In corporate news, Blue Owl Capital (OWL) is planning to create a real estate investment trust for data centers and seek a public listing, Bloomberg reported. The REIT would be seeded with $6.5 billion of Blue Owl's existing data-center assets and then raise money through an IPO and additional share sales to expand the portfolio, the report said. Blue Owl shares were down 1%.Equifax (EFX), Experian and TransUnion (TRU) "have been overcharging Americans for far too long," US Federal Housing Finance Agency Director Bill Pulte said late Thursday on X, adding that his agency is considering solutions to prevent the companies from taking advantage of American consumers. Equifax shares dropped 6.5%, and TransUnion fell 5.8%.Deutsche Bank (DB) led an effort to provide about $950 million of credit to properties owned by troubled Hollywood studio landlord Hackman Capital Partners, which is now in default, the Financial Times reported. Deutsche shares were down 0.5%.Robinhood's (HOOD) blockchain-based transaction fees, known as chain revenue, are surging and are on track to surpass a $100 million annualized run rate, Deutsche Bank said in a note. Deutsche raised its price target to $135 from $115 while keeping its buy rating. Shares were shedding 1.9%.
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Wire
Fair Isaac, Equifax, TransUnion Shares Fall After FHFA Director Bill Pulte's Criticism on Credit Bureaus
Equifax (EFX), Fair Isaac (FICO), and TransUnion (TRU) shares fell on Friday after Federal Housing Finance Agency Director Bill Pulte criticized credit bureaus of overcharging American consumers.Pulte said in a post on X on Thursday that Equifax, Experian and TransUnion "have been overcharging Americans for far too long," adding that the FHFA is "seriously considering bi-merge, and stronger solutions (SAFER and SOUNDER)."He said the agency "will not allow companies to take advantage of American consumers."Equifax shares declined 7% and TransUnion was down over 6%, while Fair Isaac shares fell 16% in Friday trading.Price: $175.21, Change: $-13.88, Percent Change: -7.34%
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Sectors
Sector Update: Financial Stocks Retreat Friday Afternoon
Financial stocks were lower in Friday afternoon trading, with the NYSE Financial Index decreasing 0.5% and the State Street Financial Select Sector SPDR ETF (XLF) off 0.7%.The Philadelphia Housing Index rose 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) shed 0.3%.Bitcoin (BTC-USD) was falling 1.7% to $79,712, and the yield for 10-year US Treasuries was steady at 4.762%.In economic news, total nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, compared with a 55,000 increase projected in a Bloomberg-compiled survey.The probability of the Fed raising its target rate by 25 basis points to 3.75%-4.0% in September jumped to 60% after midday from 49% a day ago, according to the CME FedWatch tool. The remaining likelihood is that policy will remain on hold.President Donald Trump called on the Federal Reserve to lower interest rates, saying the US economy is a stronger credit than it was before. In a post on Truth Social, Trump said job growth exceeded estimates and argued that a "strong country means a lower interest rate."In corporate news, Equifax (EFX), Experian and TransUnion (TRU) "have been overcharging Americans for far too long," US Federal Housing Finance Agency Director Bill Pulte said late Thursday on X, adding that his agency is considering solutions to prevent the companies from taking advantage of American consumers. Equifax shares fell 7.3%, and TransUnion dropped 7.4%.Jason Mehring was appointed as chief executive and chair of BlackRock (BLK) Private Credit Fund, BlackRock Direct Lending and BlackRock TCP Capital (TCPC), starting Sept. 2, following the resignation of Philip Tseng from the posts on Aug. 31, according to a regulatory filing Friday. BlackRock shares were shedding 0.4%.Deutsche Bank (DB) led an effort to provide about $950 million of credit to properties owned by troubled Hollywood studio landlord Hackman Capital Partners, which is now in default, the Financial Times reported. Deutsche shares were down 0.4%.
$BLK$DB$EFX$TCPC$TRU
Sectors
Sector Update: Financial
Financial stocks were lower in Friday afternoon trading, with the NYSE Financial Index decreasing 0.5% and the State Street Financial Select Sector SPDR ETF (XLF) off 0.7%.The Philadelphia Housing Index rose 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) shed 0.3%.Bitcoin (BTC-USD) was falling 1.7% to $79,712, and the yield for 10-year US Treasuries was steady at 4.762%.In economic news, total nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, compared with a 55,000 increase projected in a Bloomberg-compiled survey.The probability of the Fed raising its target rate by 25 basis points to 3.75%-4.0% in September jumped to 60% after midday from 49% a day ago, according to the CME FedWatch tool. The remaining likelihood is that policy will remain on hold.In corporate news, Equifax (EFX), Experian and TransUnion (TRU) "have been overcharging Americans for far too long," US Federal Housing Finance Agency Director Bill Pulte said late Thursday on X, adding that his agency is considering solutions to prevent the companies from taking advantage of American consumers. Equifax shares fell 6.2%, and TransUnion dropped 7%.
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Wire
Top Midday Stories: Stocks Fall After Stronger-Than-Expected August Jobs Report; Lululemon Q2 Revenue Miss, Guidance Cut
All three major US stock indexes were down on Friday after a strong August jobs report increased expectations that the Federal Reserve could raise interest rates at the next Federal Open Market Committee meeting.Nonfarm payrolls jumped by 162,000, above the 55,000-job increase expected in a survey compiled by Bloomberg as of 7:15 am ET, while July payrolls were revised upward to a 21,000-job increase and June payrolls were revised upward to a 31,000-job increase. The unemployment rate remained at 4.1%, as expected, while the labor force participation rate rose to 61.6% from 61.4% in July.In company news, Lululemon Athletica (LULU) reported fiscal Q2 earnings late Thursday of $2.92 per diluted share, down from $3.10 a year earlier but above the FactSet consensus analyst estimate of $1.79. Fiscal Q2 revenue was $2.42 billion, down from $2.53 billion a year ago and below the FactSet consensus of $2.46 billion. For Q3, the company expects EPS of $0.93 to $0.98 on revenue of $2.29 billion to $2.32 billion. Analysts polled by FactSet expect $2.40 and $2.53 billion, respectively. For fiscal 2026, the retailer expects EPS of $9.48 to $9.73 on revenue of $10.35 billion to $10.50 billion, below its previous guidance calling for EPS of $10.95 to $11.15 and revenue of $11 billion to $11.15 billion. Analysts expect $10.84 and $11.03 billion, respectively. Lululemon shares were down 17.9% around midday.Jason Mehring was appointed as chief executive and chair of BlackRock (BLK) Private Credit Fund, BlackRock Direct Lending and BlackRock TCP Capital, starting Sept. 2, following the resignation of Philip Tseng from the posts on Aug. 31, the company said Friday in a regulatory filing. Mehring previously served as president of the direct lending division and TCP Capital, the filing said. In addition, Dan Worrell was appointed as president of the private credit fund after previously serving as co-chief investment officer, the filing said. BlackRock shares were down 0.4%.Tesla (TSLA) Cybercab is under investigation over its process to claim compliance with federal vehicle safety standards, the National Highway Traffic Safety Administration said Thursday. Tesla began commercial use of a small number of Cybercabs in Austin, Texas, but the vehicles lack permanently attached conventional manual controls, the agency said. Tesla shares were down 6.4%.Equifax (EFX), Experian and TransUnion (TRU) "have been overcharging Americans for far too long," Federal Housing Finance Agency Director Bill Pulte said late Thursday on X, adding that his agency is considering solutions to prevent the companies from taking advantage of American consumers. Equifax and TransUnion shares were down 6.8% and 7.5%, respectively.Price: $99.94, Change: $-21.83, Percent Change: -17.92%
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Research
Rothschild & Co Redburn Upgrades Equifax to Buy From Neutral, Adjusts PT to $235 From $214
Equifax (EFX) has an average rating of overweight and mean price target of $209.95, according to analysts polled by FactSet.
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Insider Trading
Equifax Insider Sold Shares Worth $6,506,255, According to a Recent SEC Filing
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
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Wire
Equifax Q3 Outlook Pressured by Contract Signing Delays, Oppenheimer Says
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%
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Wire
JPMorgan Adjusts Equifax Price Target to $210 From $230
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%
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Wire
BNP Paribas Adjusts Price Target on Equifax to $190 From $185, Maintains Neutral Rating
Equifax (EFX) has an average rating of overweight and mean price target of $210.86, according to analysts polled by FactSet.Price: $168.38, Change: $-4.63, Percent Change: -2.67%
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Wire
Update: Equifax's Shares Fall After Q2 Results, Q3 Outlook
(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%
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Wire
UBS Raises Price Target on Equifax to $220 From $215, Maintains Buy Rating
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%
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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.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.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.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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