Brokerages Set Equifax, Inc. (NYSE:EFX) PT at $238.57

Equifax, Inc. (NYSE:EFX) has earned a consensus rating of “Moderate Buy” from the sixteen research firms that are presently covering the firm, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company. The average twelve-month price target among brokers that have covered the stock in the last year is $238.5714.

A number of research analysts recently issued reports on EFX shares. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. UBS Group set a $230.00 target price on Equifax in a report on Thursday, February 5th. Robert W. Baird set a $250.00 price target on Equifax in a report on Thursday, February 5th. Royal Bank Of Canada set a $220.00 price objective on Equifax in a research report on Thursday, February 5th. Finally, Morgan Stanley reduced their price objective on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th.

Insider Activity at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. This trade represents a 14.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was 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 in the company, valued at approximately $7,968,617.03. The trade was a 2.84% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 49,671 shares of company stock valued at $9,960,181. 1.40% of the stock is owned by insiders.

Institutional Investors Weigh In On Equifax

Hedge funds have recently modified their holdings of the company. Country Trust Bank bought a new position in Equifax in the second quarter valued at about $26,000. Cullen Frost Bankers Inc. bought a new stake in shares of Equifax during the fourth quarter worth about $25,000. Ameriflex Group Inc. grew its holdings in shares of Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after purchasing an additional 98 shares during the last quarter. Kemnay Advisory Services Inc. acquired a new position in shares of Equifax in the fourth quarter valued at approximately $26,000. Finally, Reflection Asset Management bought a new position in Equifax in the 4th quarter valued at approximately $26,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Stock Up 0.5%

EFX stock opened at $185.21 on Friday. Equifax has a 52 week low of $166.02 and a 52 week high of $281.03. The business has a 50-day simple moving average of $202.70 and a 200 day simple moving average of $218.62. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The company has a market cap of $22.28 billion, a PE ratio of 34.81, a price-to-earnings-growth ratio of 1.36 and a beta of 1.55.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the prior year, the company posted $2.12 earnings per share. The business’s revenue for the quarter 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. Sell-side analysts anticipate that Equifax will post 7.58 EPS for the current fiscal year.

Equifax Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, March 9th. This is an increase from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio is 42.11%.

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.