Wells Fargo & Company Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price
by Tristan Rich · The Markets DailyEquifax (NYSE:EFX – Get Free Report) had its target price cut by investment analysts at Wells Fargo & Company from $240.00 to $230.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage presently has an “overweight” rating on the credit services provider’s stock. Wells Fargo & Company‘s price objective indicates a potential upside of 19.54% from the stock’s current price.
Several other equities research analysts have also recently issued reports on the stock. BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research report on Thursday, February 5th. UBS Group decreased their price objective on shares of Equifax from $230.00 to $220.00 and set a “buy” rating for the company in a research report on Monday, April 13th. Oppenheimer decreased their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. Morgan Stanley decreased their price objective on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. Thirteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $231.00.
View Our Latest Research Report on Equifax
Equifax Stock Down 0.0%
Equifax stock opened at $192.41 on Wednesday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. Equifax has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The company has a market capitalization of $23.21 billion, a PE ratio of 36.17, a price-to-earnings-growth ratio of 1.51 and a beta of 1.56. The firm has a 50 day moving average price of $189.45 and a 200 day moving average price of $206.02.
Equifax (NYSE:EFX – Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter last year, the company posted $1.53 EPS. The firm’s revenue was up 14.3% compared to the same quarter last year. 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 expect that Equifax will post 8.62 earnings per share for the current year.
Insider Buying and Selling
In related news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the sale, the executive vice president directly owned 58,921 shares in the company, valued at $11,532,018.12. This trade represents a 7.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction 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 represents a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 49,671 shares of company stock worth $9,960,181 in the last ninety days. 1.70% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Equifax
Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Cary Street Partners Investment Advisory LLC raised its stake in Equifax by 12.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock worth $117,000 after acquiring an additional 51 shares in the last quarter. HighPoint Advisor Group LLC increased its stake in Equifax by 2.8% in the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock valued at $506,000 after purchasing an additional 53 shares during the period. Spire Wealth Management increased its stake in 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. True Wealth Design LLC increased its stake in Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 58 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in Equifax by 16.9% in the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares during the period. 96.20% of the stock is currently owned by institutional investors and hedge funds.
Key Equifax News
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Q1 beat — Equifax reported $1.86 EPS vs. $1.69 expected and record revenue of $1.649B (up ~14%), roughly $37M above the midpoint of February guidance; topline strength is a clear near‑term positive. Equifax Delivers Record First Quarter Revenue
- Positive Sentiment: Product/AI tailwinds — Management credited AI‑driven product innovation and strong cloud adoption (including a 38% jump in U.S. mortgage revenue) for the record quarter, supporting growth expectations if execution continues. Equifax Credits AI Tools for Record $1.6 Billion Quarter
- Positive Sentiment: Analyst support — Needham reaffirmed a Buy and set a $265 price target (meaningful upside to current levels), citing operational outperformance and disciplined buybacks. That endorsement may underpin buyer interest. Needham Reaffirms Buy on Equifax
- Neutral Sentiment: Earnings call tone mixed — The call highlighted growth and strategic initiatives but management struck a cautious tone on the mortgage outlook and macro, making the beat less unambiguously bullish. Earnings Call: Growth, Caution And Cash
- Negative Sentiment: Cautious guidance and mortgage risk — Equifax maintained FY and Q2 guidance that sits around or slightly below consensus (Q2 EPS 2.15–2.25 vs. est. ~2.24; FY EPS 8.34–8.74 vs. est. ~8.60). Management flagged Iran‑related rate moves and potential mortgage market weakness, which prompted profit‑taking. Equifax stock slips after maintaining revenue guidance
- Negative Sentiment: Analyst PT trim — Jefferies cut its price target from $240 to $220 (still a Buy), signaling some analyst caution on the near‑term outlook; incremental PT downgrades could weigh on sentiment. Jefferies Lowers PT on Equifax
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.