Equifax (NYSE:EFX) Stock Gets Price Target Increase from Needham & Company LLC

Equifax (NYSE:EFX) had its price target increased by research analysts at Needham & Company LLC from $190.00 to $210.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm currently has a “buy” rating on the credit services provider’s stock. Needham & Company LLC’s price objective points to a potential upside of 18.56% from the stock’s current price.

A number of other equities analysts have also recently weighed in on EFX. Loop Capital set a $169.00 price objective on Equifax in a report on Tuesday. Morgan Stanley cut their target price on Equifax from $225.00 to $205.00 and set an “overweight” rating for the company in a research note on Tuesday, October 13th. Mizuho reduced their price target on shares of Equifax from $210.00 to $185.00 and set an “outperform” rating on the stock in a research report on Monday. Royal Bank Of Canada reduced their price target on shares of Equifax from $194.00 to $177.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, Barclays decreased their price target on shares of Equifax from $200.00 to $155.00 and set an “equal weight” rating on the stock in a research note on Friday, October 2nd. Fourteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Equifax currently has an average rating of “Moderate Buy” and a consensus target price of $200.48.

Equifax Stock Up 11.7%

EFX opened at $177.12 on Wednesday. The business’s fifty day simple moving average is $166.97 and its 200 day simple moving average is $169.93. Equifax has a 52 week low of $137.01 and a 52 week high of $238.94. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. The stock has a market cap of $20.81 billion, a PE ratio of 31.13, a P/E/G ratio of 1.66 and a beta of 1.35.

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

Insider Activity at Equifax

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 69,055 shares in the company, valued at approximately $12,979,577.80. This trade represents a 6.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Begor sold 37,791 shares of Equifax stock in a transaction on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the sale, the chief executive officer owned 271,890 shares in the company, valued at approximately $46,808,582.40. This trade represents a 12.20% 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. Company insiders own 1.70% of the company’s stock.

Institutional Trading of Equifax

A number of hedge funds and other institutional investors have recently modified their holdings of EFX. BlackRock Inc. bought a new position in shares of Equifax during the second quarter valued at approximately $1,491,357,000. Soroban Capital Partners LP boosted its position in shares of Equifax by 310.5% in the 1st quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock worth $753,515,000 after purchasing an additional 3,165,120 shares in the last quarter. Bank of America Corp DE boosted its position in shares of Equifax by 36.5% in the 1st quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock worth $379,490,000 after purchasing an additional 563,880 shares in the last quarter. Cantillon Capital Management LLC grew its stake in shares of Equifax by 3.9% in the 1st quarter. Cantillon Capital Management LLC now owns 1,791,379 shares of the credit services provider’s stock worth $322,574,000 after buying an additional 67,381 shares during the last quarter. Finally, Generation Investment Management LLP purchased a new stake in shares of Equifax in the 2nd quarter worth approximately $290,868,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, above the $2.20 analyst consensus, while revenue of $1.693 billion was in line with expectations and increased approximately 10% year over year. Lower selling, general and administrative expenses, including productivity and AI-related efficiencies, helped support profitability. Equifax Stock Gains 12% Over Strong Q3 Report
• Positive Sentiment: Growth was broad-based outside housing: U.S. Information Solutions revenue rose 13% to $599.1 million, Workforce Solutions increased 7% to $693.9 million, and international revenue grew 9% to $399.5 million. Diversified markets revenue advanced 8%, while state-agency contract signings reached $550 million in annual contract value. Equifax: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: The company returned $158 million to shareholders during the quarter through $92 million of share repurchases and $66 million in dividends, reinforcing the capital-return story. Equifax Third-Quarter 2026 Results
• Neutral Sentiment: Management said consumer financial health and most U.S. markets remain resilient, and highlighted continued potential from AI-enabled products and operating efficiencies. However, mortgage transaction volumes began declining in late August as interest rates rose, creating a significant near-term headwind. Equifax Earnings Call Highlights AI Gains, Mortgage Drag
• Negative Sentiment: Equifax reduced its 2026 reported-revenue outlook to $6.646 billion–$6.676 billion and guided fourth-quarter revenue to $1.605 billion–$1.635 billion, reflecting prolonged mortgage weakness. A recent Mizuho price-target cut from $210 to $185 also signals more limited upside expectations despite an “outperform” rating.

About Equifax

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.