Key Points
- Equifax EVP Chad Borton sold 2,455 shares on May 7 at an average price of $173.89, totaling about $426,900. The sale was part of a pre-arranged Rule 10b5-1 trading plan, and he still owns 29,518 shares.
- Equifax recently beat quarterly expectations, reporting $1.86 EPS versus $1.69 expected and revenue of $1.65 billion versus $1.61 billion estimated. The company also raised guidance, forecasting Q2 2026 EPS of 2.15-2.25 and FY 2026 EPS of 8.34-8.74.
- Analysts remain generally bullish on EFX, with 13 Buy ratings and 6 Hold ratings and a consensus price target of $228.88. However, several firms recently trimmed their targets, reflecting some caution despite the positive outlook.
Equifax, Inc. (NYSE:EFX - Get Free Report) EVP Chad Borton sold 2,455 shares of the stock in a transaction 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 transaction, the executive vice president owned 29,518 shares of the company's stock, valued at $5,132,885.02. The trade was a 7.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Equifax Stock Performance
Shares of EFX opened at $175.71 on Friday. Equifax, Inc. has a 12 month low of $166.02 and a 12 month high of $281.03. The firm has a fifty day simple moving average of $185.50 and a 200 day simple moving average of $201.92. The stock has a market capitalization of $20.92 billion, a price-to-earnings ratio of 30.94, a PEG ratio of 1.32 and a beta of 1.35. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89.
Equifax (NYSE:EFX - Get Free Report) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The business had revenue of $1.65 billion during the quarter, compared to analysts' expectations of $1.61 billion. During the same quarter in the prior year, the company posted $1.53 earnings per share. The firm's revenue was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Research analysts forecast that Equifax, Inc. will post 8.57 EPS for the current fiscal year.
Equifax Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be paid a $0.56 dividend. The ex-dividend date is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. Equifax's dividend payout ratio (DPR) is currently 39.44%.
Wall Street Analysts Forecast Growth
A number of analysts have commented on EFX shares. UBS Group cut their price target on shares of Equifax from $245.00 to $220.00 and set a "buy" rating for the company in a research note on Thursday, April 23rd. Citigroup cut their price target on shares of Equifax from $256.00 to $238.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Robert W. Baird cut their price target on shares of Equifax from $250.00 to $245.00 and set an "outperform" rating for the company in a research note on Wednesday, April 22nd. BNP Paribas Exane cut their price target on shares of Equifax from $210.00 to $195.00 and set a "neutral" rating for the company in a research note on Monday, April 27th. Finally, The Goldman Sachs Group increased their price target on shares of Equifax from $192.00 to $200.00 and gave the company a "neutral" rating in a research note on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $228.88.
Check Out Our Latest Analysis on EFX
Hedge Funds Weigh In On Equifax
Large investors have recently modified their holdings of the stock. Cullen Frost Bankers Inc. bought a new position in shares of Equifax in the fourth quarter valued at about $25,000. Ameriflex Group Inc. raised its position in shares of Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider's stock valued at $25,000 after purchasing an additional 98 shares during the period. Kemnay Advisory Services Inc. bought a new position in shares of Equifax in the fourth quarter valued at about $26,000. Reflection Asset Management bought a new position in shares of Equifax in the fourth quarter valued at about $26,000. Finally, Spire Wealth Management raised its position in shares of Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider's stock valued at $33,000 after purchasing an additional 58 shares during the period. 96.20% of the stock is owned by institutional investors.
About Equifax
(
Get Free Report)
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.
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