Equifax (NYSE:EFX) Given Buy Rating at Needham & Company LLC

Equifax (NYSE:EFX)‘s stock had its “buy” rating reissued by analysts at Needham & Company LLC in a research note issued on Wednesday,Benzinga reports. They currently have a $265.00 price target on the credit services provider’s stock. Needham & Company LLC’s price objective indicates a potential upside of 37.20% from the company’s previous close.

Other research analysts have also issued research reports about the company. 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 research report on Thursday, February 5th. BMO Capital Markets set a $195.00 price target on shares of Equifax in a research note on Thursday, February 5th. Jefferies Financial Group decreased their price target on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, April 17th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Finally, Bank of America started coverage on shares of Equifax in a research note on Tuesday, February 17th. They set a “buy” rating and a $250.00 price target for the company. Thirteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus price target of $235.75.

Equifax Stock Down 2.7%

Shares of NYSE:EFX opened at $193.15 on Wednesday. Equifax has a 1 year low of $166.02 and a 1 year high of $281.03. The business has a 50 day simple moving average of $189.45 and a two-hundred day simple moving average of $206.02. The firm has a market capitalization of $23.30 billion, a PE ratio of 36.31, a price-to-earnings-growth ratio of 1.51 and a beta of 1.56. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the previous year, the business earned $1.53 earnings per share. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities analysts predict that Equifax will post 8.62 EPS for the current year.

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Jamil Farshchi sold 1,167 shares of Equifax stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total transaction of $233,248.29. Following the sale, the executive vice president directly owned 39,869 shares of the company’s stock, valued at $7,968,617.03. This represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 49,671 shares of company stock valued at $9,960,181. Corporate insiders own 1.70% of the company’s stock.

Hedge Funds Weigh In On Equifax

Large investors have recently bought and sold shares of the business. Allianz Asset Management GmbH grew its holdings in shares of Equifax by 6.0% during the third quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock valued at $100,703,000 after buying an additional 22,302 shares during the last quarter. Explore Capital Management LLC grew its holdings in shares of Equifax by 34.6% during the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock valued at $10,500,000 after buying an additional 10,530 shares during the last quarter. SteelPeak Wealth LLC grew its holdings in shares of Equifax by 164.6% during the third quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock valued at $2,061,000 after buying an additional 4,998 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Equifax by 27.1% during the third quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock valued at $197,018,000 after buying an additional 163,866 shares during the last quarter. Finally, ZWJ Investment Counsel Inc. grew its holdings in shares of Equifax by 18.4% during the third quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock valued at $45,714,000 after buying an additional 27,740 shares during the last quarter. Institutional investors own 96.20% of the company’s stock.

Key Headlines Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Record Q1 results — EPS and revenue topped estimates and revenue came in $37M above the midpoint of February guidance, supporting the company’s growth story. Equifax Delivers Record First Quarter Revenue
• Positive Sentiment: Revenue drivers: management credited AI-powered product innovation, cloud offerings and a 38% jump in U.S. mortgage revenue for the quarter’s strength — points to sustainable product-led growth if mortgage demand holds. Equifax Credits AI Tools for Record $1.6 Billion Quarter
• Neutral Sentiment: Management reiterated FY and Q2 guidance (Q2 EPS 2.15–2.25; FY EPS 8.34–8.74) — guidance is roughly in line with consensus midpoints but leaves less upside than investors hoped, so it’s mixed for near-term sentiment. Equifax Press Release / Slide Deck
• Neutral Sentiment: Earnings call tone was upbeat on growth and cash but cautious on near-term mortgage and macro uncertainty — suggests disciplined capital allocation but limited immediate upside from the call alone. Equifax Earnings Call: Growth, Caution And Cash
• Negative Sentiment: Market reaction: after the initial rally, shares slipped as investors focused on management maintaining revenue guidance and warning that geopolitical-driven rate volatility (Iran tensions) could weaken the mortgage market. That dampened the upside from the beat. Equifax stock slips after maintaining revenue guidance
• Negative Sentiment: Analyst reaction: Jefferies trimmed its price target (from $240 to $220) while keeping a buy rating — a sign analysts see upside but are tempering near-term expectations. Jefferies adjusts price target on Equifax

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.