Equifax (NYSE:EFX) Issues FY 2026 Earnings Guidance

Equifax (NYSE:EFX) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 8.390-8.690 for the period, compared to the consensus EPS estimate of 8.600. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.8 billion. Equifax also updated its Q3 2026 guidance to 2.150-2.250 EPS.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Bank of America dropped their price target on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Tuesday, May 19th. Wells Fargo & Company lowered their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating on the stock in a research note on Wednesday. Needham & Company LLC dropped their target price on shares of Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a research report on Wednesday. UBS Group reissued a “buy” rating and issued a $220.00 price target on shares of Equifax in a research note on Wednesday, July 8th. Finally, Robert W. Baird decreased their price target on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a report on Wednesday. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $215.79.

Equifax Stock Performance

NYSE:EFX opened at $170.29 on Thursday. The company has a market capitalization of $20.28 billion, a price-to-earnings ratio of 29.93, a PEG ratio of 1.31 and a beta of 1.32. The business has a 50 day moving average of $165.52 and a 200 day moving average of $183.07. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.61. Equifax has a 1-year low of $150.74 and a 1-year high of $271.84.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The business had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business’s quarterly revenue was up 10.6% on a year-over-year basis. During the same period last year, the business earned $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, sell-side analysts predict that Equifax will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio (DPR) is 39.44%.

Insider Activity

In other news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Institutional Trading of Equifax

Institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC raised its holdings in shares of Equifax by 49.2% during the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock valued at $927,000 after acquiring an additional 1,200 shares in the last quarter. Aster Capital Management DIFC Ltd bought a new position in Equifax in the 4th quarter worth $99,000. State of Wyoming lifted its position in shares of Equifax by 200.0% in the 4th quarter. State of Wyoming now owns 408 shares of the credit services provider’s stock worth $89,000 after purchasing an additional 272 shares during the period. Advisory Services Network LLC purchased a new position in shares of Equifax during the third quarter valued at about $69,000. Finally, Johnson Financial Group Inc. raised its stake in Equifax by 523.4% in the third quarter. Johnson Financial Group Inc. now owns 293 shares of the credit services provider’s stock worth $75,000 after buying an additional 246 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

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.