Needham & Company LLC Raises Earnings Estimates for Equifax

Equifax, Inc. (NYSE:EFX) – Analysts at Needham & Company LLC boosted their Q1 2026 EPS estimates for Equifax in a note issued to investors on Thursday, February 5th. Needham & Company LLC analyst K. Peterson now anticipates that the credit services provider will post earnings per share of $1.69 for the quarter, up from their previous forecast of $1.66. Needham & Company LLC currently has a “Buy” rating and a $265.00 target price on the stock. The consensus estimate for Equifax’s current full-year earnings is $7.58 per share. Needham & Company LLC also issued estimates for Equifax’s Q3 2026 earnings at $2.26 EPS.

Several other research analysts have also weighed in on EFX. Royal Bank Of Canada set a $220.00 price target on Equifax in a research report on Thursday, February 5th. The Goldman Sachs Group lowered their target price on Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a research note on Friday. Morgan Stanley dropped their target price on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Robert W. Baird set a $250.00 price target on shares of Equifax in a research report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average price target of $240.33.

Equifax Price Performance

Shares of NYSE:EFX opened at $202.70 on Monday. The company has a market cap of $24.81 billion, a P/E ratio of 38.10, a price-to-earnings-growth ratio of 1.76 and a beta of 1.55. The company’s fifty day moving average is $212.47 and its two-hundred day moving average is $226.73. The company has a quick ratio of 0.74, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax has a 12-month low of $166.02 and a 12-month high of $281.03.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating the consensus estimate of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The business had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same quarter in the prior year, the firm earned $2.12 EPS. The firm’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.

Institutional Trading of Equifax

Large investors have recently added to or reduced their stakes in the business. Cibc World Market Inc. bought a new position in shares of Equifax during the 4th quarter valued at $1,452,000. Goldstein Advisors LLC bought a new stake in Equifax in the fourth quarter worth $226,000. CIBC Asset Management Inc increased its position in Equifax by 12.0% during the fourth quarter. CIBC Asset Management Inc now owns 80,258 shares of the credit services provider’s stock worth $17,359,000 after buying an additional 8,604 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Equifax by 91.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock valued at $317,688,000 after buying an additional 697,403 shares in the last quarter. Finally, Natixis Advisors LLC lifted its position in shares of Equifax by 47.8% in the fourth quarter. Natixis Advisors LLC now owns 489,400 shares of the credit services provider’s stock worth $106,190,000 after buying an additional 158,232 shares during the last quarter. 96.20% of the stock is owned by institutional investors.

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.