Q1 EPS Estimates for Equifax Raised by Needham & Company LLC

Equifax, Inc. (NYSE:EFX) – Equities researchers at Needham & Company LLC boosted their Q1 2026 earnings estimates for shares of Equifax in a research report issued on Thursday, February 5th. Needham & Company LLC analyst K. Peterson now expects that the credit services provider will earn $1.69 per share for the quarter, up from their prior estimate of $1.66. Needham & Company LLC has a “Buy” rating and a $265.00 price target on the stock. The consensus estimate for Equifax’s current full-year earnings is $7.58 per share. Needham & Company LLC also issued estimates for Equifax’s Q3 2026 earnings at $2.26 EPS.

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

A number of other research firms have also issued reports on EFX. UBS Group set a $230.00 price objective on shares of Equifax in a research note on Thursday. Barclays dropped their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday. BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research report on Thursday. Stifel Nicolaus lowered their target price on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday. Finally, The Goldman Sachs Group cut their price target on Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $240.33.

Equifax Stock Performance

Equifax stock opened at $199.73 on Monday. The firm has a market capitalization of $24.44 billion, a PE ratio of 37.54, a price-to-earnings-growth ratio of 1.73 and a beta of 1.55. Equifax has a one year low of $166.02 and a one year high of $281.03. The stock’s 50 day moving average price is $212.60 and its 200 day moving average price is $227.04. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.74 and a current ratio of 0.60.

Institutional Trading of Equifax

Several institutional investors and hedge funds have recently bought and sold shares of EFX. Norges Bank bought a new stake in shares of Equifax in the 2nd quarter valued at approximately $334,521,000. Massachusetts Financial Services Co. MA increased its stake in Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after purchasing an additional 1,145,921 shares during the last quarter. Vanguard Group Inc. increased its stake in Equifax by 2.1% during the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after purchasing an additional 316,048 shares during the last quarter. Spear Holdings RSC Ltd acquired a new stake in shares of Equifax during the third quarter worth $76,754,000. Finally, AQR Capital Management LLC lifted its position in shares of Equifax by 956.5% in the 3rd quarter. AQR Capital Management LLC now owns 328,592 shares of the credit services provider’s stock worth $84,248,000 after buying an additional 297,489 shares during the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

About Equifax

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.