Equifax (NYSE:EFX) Updates FY 2026 Earnings Guidance

Equifax (NYSE:EFX) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 8.300-8.700 for the period, compared to the consensus EPS estimate of 8.680. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.6 billion. Equifax also updated its Q1 2026 guidance to 1.630-1.730 EPS.

Wall Street Analysts Forecast Growth

Several analysts recently commented on EFX shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Oppenheimer dropped their price target on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Needham & Company LLC reaffirmed a “buy” rating and issued a $295.00 price objective on shares of Equifax in a report on Tuesday, October 21st. Morgan Stanley dropped their target price on Equifax from $290.00 to $280.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Finally, Stifel Nicolaus reduced their target price on shares of Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $271.14.

Equifax Price Performance

Equifax stock traded down $0.03 during trading hours on Wednesday, reaching $175.03. 1,086,146 shares of the stock were exchanged, compared to its average volume of 1,814,044. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03. The company has a market cap of $21.42 billion, a P/E ratio of 33.21, a price-to-earnings-growth ratio of 2.02 and a beta of 1.55. The stock has a 50 day moving average of $214.20 and a two-hundred day moving average of $228.62.

Equifax (NYSE:EFX) last released its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The firm had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same period in the prior year, the company earned $2.12 earnings per share. The company’s quarterly revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities analysts expect that Equifax will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, November 24th were given a dividend of $0.50 per share. The ex-dividend date was Monday, November 24th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Equifax’s payout ratio is currently 37.95%.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 results beat consensus: EPS of $2.09 vs. $2.04 expected and revenue grew 9% year‑over‑year, coming in roughly $30M above the midpoint of guidance — a sign of underlying demand resilience. Read More.
• Positive Sentiment: Management projects 2026 profit above Street estimates, which should support forward earnings expectations and analyst models. Read More.
• Neutral Sentiment: Company materials and slide deck provide detail on segment performance — mortgage and workforce solutions offset weakness in U.S. hiring and mortgage markets. Useful for investors digging into revenue drivers. Read More.
• Negative Sentiment: Regulatory/political risk: U.S. senators warned about potential Medicaid profiteering tied to data/analytics vendors, triggering headlines and selling pressure on Equifax shares. This issue could prompt investigatory or legislative scrutiny. Read More.
• Negative Sentiment: Market reaction & technicals: multiple news outlets noted shares were falling after the headlines; EFX remains below its 50‑ and 200‑day moving averages, suggesting continued selling pressure could persist near term. Read More.

Hedge Funds Weigh In On Equifax

A number of hedge funds have recently made changes to their positions in EFX. State of Wyoming bought a new stake in Equifax in the second quarter valued at $34,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equifax in the 3rd quarter valued at about $34,000. Headlands Technologies LLC bought a new stake in Equifax in the 2nd quarter valued at about $57,000. Advisory Services Network LLC acquired a new position in Equifax during the 3rd quarter worth approximately $69,000. Finally, Johnson Financial Group Inc. boosted its holdings 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 acquiring an additional 246 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors.

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.