Equifax (NYSE:EFX) Price Target Lowered to $222.00 at Royal Bank Of Canada

Equifax (NYSE:EFX) had its target price cut by Royal Bank Of Canada from $250.00 to $222.00 in a research note issued to investors on Thursday, Marketbeat Ratings reports. They currently have an outperform rating on the credit services provider’s stock.

A number of other equities research analysts also recently commented on EFX. Needham & Company LLC lowered their price objective on Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research report on Thursday. Stifel Nicolaus lowered their price target on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a report on Wednesday, October 22nd. Oppenheimer cut their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Barclays lowered their target price on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday. Finally, Wells Fargo & Company cut their price target on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $242.64.

Equifax Price Performance

Equifax stock opened at $190.59 on Thursday. The stock has a market capitalization of $23.33 billion, a P/E ratio of 35.83, a P/E/G ratio of 1.87 and a beta of 1.55. Equifax has a 12-month low of $166.02 and a 12-month high of $281.03. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.74. The firm’s 50-day moving average is $213.11 and its two-hundred day moving average is $228.02.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The business had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. During the same quarter in the prior year, the firm posted $2.12 earnings per share. The company’s quarterly revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities analysts predict that Equifax will post 7.58 earnings per share for the current year.

Institutional Investors Weigh In On Equifax

Institutional investors have recently bought and sold shares of the business. Accretive Wealth Partners LLC boosted its holdings in Equifax by 1.1% in the 2nd quarter. Accretive Wealth Partners LLC now owns 4,564 shares of the credit services provider’s stock worth $1,184,000 after acquiring an additional 48 shares during the period. Cary Street Partners Investment Advisory LLC lifted its position in shares of Equifax by 12.5% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock worth $117,000 after purchasing an additional 51 shares in the last quarter. HighPoint Advisor Group LLC boosted its stake in shares of Equifax by 2.8% in the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock valued at $506,000 after purchasing an additional 53 shares during the period. Heritage Family Offices LLP grew its holdings in Equifax by 2.8% during the 3rd quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock valued at $545,000 after purchasing an additional 57 shares in the last quarter. Finally, Brighton Jones LLC grew its holdings in Equifax by 1.6% during the 2nd quarter. Brighton Jones LLC now owns 3,723 shares of the credit services provider’s stock valued at $966,000 after purchasing an additional 58 shares in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and revenue growth — Equifax reported Q4 2025 EPS and revenue above consensus, with revenue up ~9% year‑over‑year and management citing cloud and AI as drivers of new product innovation and record‑high product activity. This underpins the upside case on durable end markets (workforce, USIS). Equifax Delivers Fourth Quarter 2025 Revenue Growth of 9%
• Positive Sentiment: Product/market catalysts — Management highlighted VantageScore traction and AI/cloud leverage (90% of revenue on the new Equifax Cloud) as enablers for faster product rollout and efficiency, supporting mid/long‑term growth expectations. Equifax sees VantageScore traction build, targets strong growth in 2026
• Positive Sentiment: Commercial partnerships — Equifax expanded a partnership to deliver broader consumer financial solutions, signaling cross‑sell and distribution opportunities that can help monetize product innovation. Gen and Equifax Expand Partnership
• Neutral Sentiment: Analysts trim targets but keep positive ratings — Several firms lowered price targets after the results (JPM: $260→$230; Wells Fargo: $265→$240; RBC: $250→$222; Needham: $295→$265), yet many maintained Overweight/Outperform/Buy ratings, leaving meaningful upside in their models. This suggests updated estimates rather than a change in conviction. These Analysts Cut Their Forecasts On Equifax After Q4 Earnings
• Negative Sentiment: Cautious near‑term guidance — Equifax set Q1 2026 EPS guidance of $1.63–1.73, below the prior consensus (~$1.78), which pressures near‑term expectations and partly explains analyst PT reductions. Equifax Q4 Earnings Beat Estimates, Revenues Jump 9% Y/Y
• Negative Sentiment: Regulatory/reputational risk — U.S. senators publicly accused Equifax of “price‑gouging” related to Medicaid programs, drawing scrutiny that could create contract or pricing headwinds in government work. This has already pressured the stock in prior sessions. Senators Accuse Equifax of ‘Price‑Gouging’ Medicaid Programs

Equifax Company Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.