Equifax (NYSE:EFX) Stock Price Target Cut by Mizuho

Equifax (NYSE:EFX) had its price objective cut by equities research analysts at Mizuho from $210.00 to $185.00 in a research note issued on Monday, MarketBeat Ratings reports. The brokerage presently has an “outperform” rating on the credit services provider’s stock. Mizuho’s target price would indicate a potential upside of 4.45% from the stock’s current price.

Several other analysts also recently issued reports on EFX. BNP Paribas Exane lifted their price target on shares of Equifax from $185.00 to $190.00 and gave the company a “neutral” rating in a research report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft set a $208.00 price target on shares of Equifax and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Needham & Company LLC lowered their price objective on shares of Equifax from $245.00 to $190.00 and set a “buy” rating on the stock in a report on Tuesday, October 13th. Morgan Stanley lowered their price objective on shares of Equifax from $225.00 to $205.00 and set an “overweight” rating on the stock in a report on Tuesday, October 13th. Finally, Citigroup dropped their price objective on shares of Equifax from $238.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. Fourteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $199.52.

Equifax Stock Up 11.7%

Shares of NYSE:EFX opened at $177.12 on Monday. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. Equifax has a 52-week low of $137.01 and a 52-week high of $238.94. The business’s 50 day simple moving average is $166.97 and its two-hundred day simple moving average is $169.93. The firm has a market cap of $20.81 billion, a P/E ratio of 31.13, a PEG ratio of 1.66 and a beta of 1.35.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 EPS for the quarter, beating the consensus estimate of $2.20 by $0.06. The firm had revenue of $1.69 billion during the quarter, compared to the consensus estimate of $1.69 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%. The company’s quarterly revenue was up 9.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.04 earnings per share. As a group, research analysts forecast that Equifax will post 8.50 EPS for the current fiscal year.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Gamble sold 4,500 shares of the company’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $187.96, for a total value of $845,820.00. Following the sale, the executive vice president owned 69,055 shares of the company’s stock, valued at $12,979,577.80. This trade represents a 6.12% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Institutional Investors Weigh In On Equifax

Institutional investors and hedge funds have recently bought and sold shares of the stock. Raiffeisen Bank International AG grew its stake in Equifax by 1.5% in the 2nd quarter. Raiffeisen Bank International AG now owns 3,590 shares of the credit services provider’s stock valued at $569,000 after purchasing an additional 53 shares during the period. V Square Quantitative Management LLC raised its stake in shares of Equifax by 3.8% during the 1st quarter. V Square Quantitative Management LLC now owns 1,730 shares of the credit services provider’s stock worth $312,000 after purchasing an additional 64 shares during the period. Droms Strauss Advisors Inc. MO ADV raised its stake in shares of Equifax by 1.9% during the 1st quarter. Droms Strauss Advisors Inc. MO ADV now owns 5,435 shares of the credit services provider’s stock worth $979,000 after purchasing an additional 100 shares during the period. Glenmede Trust Co. NA boosted its holdings in shares of Equifax by 0.8% in the 1st quarter. Glenmede Trust Co. NA now owns 13,647 shares of the credit services provider’s stock worth $2,457,000 after buying an additional 102 shares during the last quarter. Finally, Reflection Asset Management purchased a new position in shares of Equifax in the 4th quarter worth about $26,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q3 earnings beat expectations: Adjusted EPS was $2.26, above the $2.20 analyst consensus and up from $2.04 a year earlier. Revenue reached $1.693 billion, essentially in line with estimates and 9.6% higher year over year. Equifax earnings results
• Positive Sentiment: Diversified businesses remained strong: U.S. Information Solutions revenue increased 13%, International revenue rose 9%, and Workforce Solutions grew 7%. Diversified markets revenue advanced approximately 8%, helping offset mortgage-related weakness. Equifax third-quarter results
• Positive Sentiment: Profitability and AI initiatives supported the beat: Lower selling, general and administrative expenses helped lift earnings, while management cited artificial-intelligence investments and related efficiency gains as longer-term growth opportunities. Equifax earnings beat and lower SG&A expenses
• Positive Sentiment: Capital returns continued: Equifax returned $158 million to shareholders during the quarter, including $92 million in share repurchases and $66 million in dividends.
• Neutral Sentiment: Mortgage weakness remains the main headwind: Rising interest rates caused U.S. mortgage transaction volumes to weaken late in the quarter. Although mortgage-related revenue had still increased, management expects the difficult market to persist through year-end. Equifax mortgage market update
• Negative Sentiment: Guidance was reduced: Equifax lowered its full-year 2026 reported revenue outlook to $6.646 billion-$6.676 billion, and its fourth-quarter revenue forecast of $1.605 billion-$1.635 billion was viewed as below some expectations. A lower Mizuho price target, reduced to $185 from $210 while maintaining an Outperform rating, also limits near-term upside.

Equifax Company Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.