Wells Fargo & Company Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its target price dropped by investment analysts at Wells Fargo & Company from $265.00 to $240.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the credit services provider’s stock. Wells Fargo & Company‘s price target points to a potential upside of 28.08% from the stock’s current price.

Other equities analysts have also recently issued reports about the company. Needham & Company LLC reduced their target price on Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday. Morgan Stanley cut their target price on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a research note on Wednesday. Robert W. Baird set a $250.00 target price on shares of Equifax in a report on Thursday. Barclays cut their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, Oppenheimer lowered their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $245.64.

Equifax Stock Up 3.5%

Shares of NYSE EFX traded up $6.35 during trading hours on Thursday, hitting $187.39. 798,511 shares of the stock were exchanged, compared to its average volume of 1,925,621. The company has a market cap of $22.93 billion, a PE ratio of 35.65, a PEG ratio of 1.78 and a beta of 1.55. Equifax has a 12 month low of $166.02 and a 12 month high of $281.03. The firm has a fifty day moving average price of $213.55 and a 200-day moving average price of $228.29. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82.

Equifax (NYSE:EFX) last released its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) 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 quarter in the prior year, the business posted $2.12 earnings per share. Equifax’s revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, sell-side analysts expect that Equifax will post 7.58 EPS for the current year.

Institutional Trading of Equifax

A number of institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC increased its holdings in shares of Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC bought a new stake in Equifax during the 1st quarter valued at $204,000. Empowered Funds LLC raised its position in shares of Equifax by 14.6% in the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock worth $615,000 after acquiring an additional 321 shares in the last quarter. Ameritas Advisory Services LLC purchased a new stake in shares of Equifax during the 2nd quarter worth $31,000. Finally, Ascent Group LLC purchased a new position in Equifax in the second quarter valued at about $223,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and revenue growth — Equifax topped EPS and revenue estimates (Q4 EPS $2.09 vs. est. ~$2.05; revenue $1.551B, +9% YoY), citing strength in Workforce Solutions and USIS. Solid numbers and slide deck support near‑term confidence. Press Release
• Positive Sentiment: Product/AI & cloud leverage — Management said AI and the Equifax Cloud drove new product innovation and efficiencies in 2025 (90% of revenue on the new cloud), supporting longer‑term margin and product expansion opportunities. PYMNTS
• Positive Sentiment: VantageScore traction and partnerships — Company highlighted VantageScore adoption and expanded partnerships (Gen) to broaden consumer/financial solutions, which could support revenue diversification and addressable market growth. MSN
• Neutral Sentiment: Analysts maintain buy conviction but trim targets — Needham trimmed its price target to $265 while keeping a Buy rating, signaling continued analyst support despite reduced upside expectations. Benzinga
• Neutral Sentiment: Other firms echo caution while staying constructive — Morgan Stanley and others kept Buy ratings but lowered targets, reflecting confidence in long‑term fundamentals amid nearer‑term headwinds. TipRanks
• Negative Sentiment: Regulatory risk — Senators publicly accused Equifax of “price‑gouging” Medicaid programs as states prepare new work requirements, raising political/regulatory risk to government contracts and public perception. This has pressured the stock in recent sessions. NYT
• Negative Sentiment: Near‑term guidance softer than Street — Equifax guided Q1 EPS below consensus (Q1 2026 EPS 1.63–1.73 vs. ~1.78 consensus), which tempers the beat and is likely weighing on short‑term sentiment. Zacks

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.