Equifax (NYSE:EFX) Issues FY 2026 Earnings Guidance

Equifax (NYSE:EFX) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 8.390-8.690 for the period, compared to the consensus EPS estimate of 8.600. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.8 billion. Equifax also updated its Q3 2026 guidance to 2.150-2.250 EPS.

Equifax Trading Up 2.1%

NYSE EFX opened at $180.78 on Tuesday. Equifax has a 1-year low of $150.74 and a 1-year high of $271.84. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. The stock has a 50-day moving average of $165.20 and a 200-day moving average of $183.71. The firm has a market cap of $21.52 billion, a PE ratio of 31.83, a price-to-earnings-growth ratio of 1.34 and a beta of 1.32.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.Equifax’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period last year, the company earned $1.53 EPS. As a group, sell-side analysts forecast that Equifax will post 8.56 EPS for the current year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is 39.44%.

Wall Street Analysts Forecast Growth

EFX has been the topic of several recent analyst reports. UBS Group restated a “buy” rating and issued a $220.00 target price on shares of Equifax in a report on Wednesday, July 8th. The Goldman Sachs Group reiterated a “neutral” rating and set a $173.00 price target on shares of Equifax in a report on Friday, June 26th. Bank of America cut their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 price objective on shares of Equifax in a research note on Tuesday, July 7th. Finally, Robert W. Baird dropped their target price on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a report on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and a consensus target price of $223.39.

Insider Buying and Selling

In related news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. 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 Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Ameriflex Group Inc. lifted its position in Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares during the period. Kemnay Advisory Services Inc. bought a new position in shares of Equifax during the fourth quarter valued at approximately $26,000. State of Wyoming purchased a new position in shares of Equifax during the second quarter valued at approximately $34,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of Equifax during the third quarter valued at approximately $34,000. Finally, Quarry LP bought a new stake in shares of Equifax in the 4th quarter worth approximately $36,000. 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.