Needham & Company LLC Issues Pessimistic Forecast for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its price target cut by investment analysts at Needham & Company LLC from $295.00 to $265.00 in a note issued to investors on Thursday, Marketbeat.com reports. The firm currently has a “buy” rating on the credit services provider’s stock. Needham & Company LLC’s target price suggests a potential upside of 35.54% from the stock’s previous close.

EFX has been the subject of a number of other reports. Barclays reduced their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Wells Fargo & Company lowered their price target on Equifax from $285.00 to $265.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 14th. Stifel Nicolaus cut their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a report on Wednesday, October 22nd. Finally, Morgan Stanley reduced their target price on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and an average price target of $240.33.

Equifax Price Performance

Shares of EFX opened at $195.52 on Thursday. The business’s 50-day moving average is $212.79 and its 200-day moving average is $227.58. 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 company has a market capitalization of $23.93 billion, a price-to-earnings ratio of 36.75, a P/E/G ratio of 1.98 and a beta of 1.55. Equifax has a fifty-two week low of $166.02 and a fifty-two week high of $281.03.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating the consensus estimate of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. Equifax’s revenue was up 9.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.12 EPS. 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 research analysts expect that Equifax will post 7.58 EPS for the current fiscal year.

Institutional Trading of Equifax

Hedge funds have recently modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new stake in shares of Equifax during the fourth quarter worth $25,000. Country Trust Bank bought a new position in Equifax during the 2nd quarter worth $26,000. Lodestone Wealth Management LLC acquired a new stake in Equifax in the 4th quarter worth about $29,000. Ameritas Advisory Services LLC acquired a new stake in Equifax during the second quarter worth approximately $31,000. Finally, True Wealth Design LLC increased its stake in Equifax by 64.4% during the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 58 shares during the period. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and constructive guidance: Equifax reported a Q4 beat on revenue and EPS, and set FY2026 guidance (EPS 8.30–8.70) and Q1 guidance that signal continued top-line growth — a primary reason investors are bidding the stock up. Read More.
• Positive Sentiment: AI expansion and government segment momentum: Management highlighted AI-powered product expansion and a rebound in the government business, which supports longer-term revenue upside and premium valuation expectations. Read More.
• Positive Sentiment: VantageScore traction and partnerships: Execs noted VantageScore adoption gains and a new partnership (Gen + Equifax) to broaden consumer financial solutions — both support recurring data/licensing growth. Read More. | Read More.
• Neutral Sentiment: Analysts still bullish despite cuts: Several firms cut price targets after the quarter but maintained Buy/Overweight/Outperform ratings (JPM, RBC, Wells, Needham, Morgan Stanley), leaving meaningful upside in consensus PTs even after downgrades. These mixed signals can mute momentum but keep analyst support. Read More.
• Negative Sentiment: Regulatory/media scrutiny: A New York Times piece highlights senators accusing Equifax of “price‑gouging” on Medicaid services — elevated regulatory and political risk that could pressure valuation or lead to contract/price scrutiny in public-sector work. Read More.

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.