Equifax (NYSE:EFX) Releases FY 2026 Earnings Guidance

Equifax (NYSE:EFX) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 8.340-8.740 for the period, compared to the consensus earnings per share estimate of 8.600. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.7 billion. Equifax also updated its Q2 2026 guidance to 2.150-2.250 EPS.

Wall Street Analyst Weigh In

Several equities analysts have commented on EFX shares. Jefferies Financial Group lowered their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday. BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research note on Thursday, February 5th. JPMorgan Chase & Co. cut their target price on Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Oppenheimer reduced their price target 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. Finally, Wells Fargo & Company dropped their target price on Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Thirteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $235.75.

Equifax Trading Up 1.1%

Shares of NYSE EFX opened at $198.36 on Tuesday. Equifax has a 1-year low of $166.02 and a 1-year high of $281.03. The business has a fifty day moving average price of $189.64 and a 200 day moving average price of $206.32. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60. The stock has a market capitalization of $23.93 billion, a P/E ratio of 37.29, a price-to-earnings-growth ratio of 1.49 and a beta of 1.56.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.70 by $0.16. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities research analysts expect that Equifax will post 8.62 EPS for the current fiscal year.

Equifax Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $0.56 per share. This is a boost from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date was Monday, March 9th. This represents a $2.24 annualized dividend and a dividend yield of 1.1%. Equifax’s payout ratio is currently 42.11%.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer directly owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the sale, the executive vice president owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. This trade represents a 7.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 49,671 shares of company stock valued at $9,960,181. 1.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Equifax

Several hedge funds and other institutional investors have recently modified their holdings of EFX. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Equifax in the fourth quarter worth $26,000. State of Wyoming bought a new stake in Equifax in the second quarter valued at $34,000. Caitong International Asset Management Co. Ltd bought a new stake in Equifax in the third quarter valued at $34,000. Finally, Quarry LP bought a new position in shares of Equifax during the fourth quarter worth about $36,000. 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.