Equifax Inc. (EFX) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

Equifax Canada reports a significant 31% year-over-year surge in first-party fraud, primarily affecting credit cards and banking sectors, with younger consumers and specific provinces showing higher incidence. This indicates a growing trend of individuals misrepresenting their own financial information to obtain credit, shifting the fraud landscape beyond traditional third-party threats. Lenders should closely monitor this evolving risk. More broadly, the latest Equifax Market Pulse Index reveals a growing divergence in consumer financial stability, synthesizing credit, debt, and income data. This divergence suggests varying economic pressures across different consumer segments, which could impact credit risk and overall consumer spending patterns. Separately, Equifax (EFX) has a history of exceeding earnings expectations, with recent surprises averaging 4.08% over two quarters. Positive analyst sentiment and upward earnings estimate revisions suggest a strong likelihood of continued performance in the upcoming earnings report, which investors will scrutinize for forward-looking guidance on growth drivers and potential challenges. Meanwhile, Gartner, a company leveraging Equifax's data analysis and decision-support solutions, faces headwinds from rising talent costs and competitive pressures, despite its diverse service offerings and domain expertise supporting premium pricing. This highlights potential operational cost pressures that could impact profitability within the broader data and analytics sector.

Market Data

EFX Stock Snapshot

Equifax Inc. · Industrials · equifax.com

Equifax is a data and analytics firm that provides critical information solutions globally. The company's core business revolves around three primary segments: Workforce Solutions, U.S. Information Solutions, and International. Workforce Solutions offers services that help employers with employment verification and human resource management, while U.S. Information Solutions provides credit information, fraud detection, and identity verification services to both consumers and businesses. The International segment delivers similar information and services, including credit scoring and marketing solutions, across numerous countries including the United States, Canada, and the United Kingdom. Equifax's long history, dating back to 1899, and diverse geographic presence position it as a key player in the information services landscape.

EFX is currently trading at $195.89, giving Equifax Inc. a market cap of 23.67B and a P/E ratio of 35.8. Today's range spans $190.00–$197.28, with shares opening at $192.72 and moving down $0.35 (0.2%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 63/100.

Over the past year EFX has traded between $166.02 and $281.03 - the current price is +18.0% off the 52-week low and -30.3% from the high. 31 analysts cover the stock with a Buy consensus and a mean 12-month target of $231.38 (range $192.00–$270.00), implying upside of +18.1%.

EFX is scoring 73/100 technically (BUY) and sits at $195.89 - in the lower half of its 52-week range in its $166.02–$281.03 annual range. Sentiment at 63/100 is bullish. At 23.67B in Industrials market cap The current P/E ratio stands at 35.8., this is the tier where earnings revision cycles have the most impact on price: upward revisions in a large-cap company with bullish momentum tend to attract analyst upgrades, which in turn attract new institutional mandates.

EFX|EarningsEquifax Inc.

Earnings Summary

Equifax is a global data and analytics firm operating within the Industrials sector, specifically in the Consulting Services industry. The company provides critical information solutions across three main segments: Workforce Solutions, U.S. Information Solutions, and International, offering services ranging from employment verification and HR management to credit information, fraud detection, and identity verification. Established in 1899, Equifax holds a significant position in the information services landscape due to its extensive history and broad geographic reach. In its most recent reported quarters, Equifax demonstrated a pattern of exceeding earnings per share estimates, with Q4 2024 actual EPS of $2.12 surpassing the estimate of $2.09654, and Q1 2025 actual EPS of $1.53 exceeding the estimate of $1.40391. Revenue also showed growth, with Q1 2025 revenue at $1.442 billion compared to Q4 2024 revenue of $1.4194 billion. The subsequent quarters, Q2 2025 and Q3 2025, also saw actual EPS of $2.0 and $2.04 respectively, beating their respective estimates of $1.92067 and $1.93662, with revenue increasing to $1.537 billion and $1.5449 billion. This indicates a consistent trend of positive performance against analyst expectations in the recent past. Looking at the historical streak, Equifax has shown a capacity to meet or exceed analyst expectations for both earnings and revenue in the recent quarters provided. The company has a beat pattern in all four reported quarters (Q4 2024, Q1 2025, Q2 2025, Q3 2025), indicating a strong track record of delivering results in line with or better than projections. Recent news highlights Equifax's launch of the Work Number Record Indicator, a tool aimed at verifying income and employment for loans and combating first-party fraud, a growing concern in the credit landscape. This development, coupled with a Mizuho Securities "Outperform" rating and a price target of $222, suggests positive analyst sentiment. However, some reports indicate a projected year-over-year decline in EPS for Q1 2026 despite anticipated revenue growth, a nuance investors are monitoring. For the upcoming periods, investors will be watching for the company's ability to sustain revenue growth, particularly in its Workforce Solutions and U.S. Information Solutions segments, and how it manages potential headwinds related to fraud and operational costs, as well as the market adoption and impact of its new fraud detection tools. Key will be the company's commentary on business conditions and its strategies to navigate the evolving credit and fraud landscape.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$1.70	-	-
Q3'25	$1.94	$2.04	+5.3%
Q2'25	$1.92	$2.00	+4.1%
Q1'25	$1.40	$1.53	+9.0%
Q4'24	$2.10	$2.12	+1.1%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$1.6B	-	-
Q3'25	-	$1.5B	-
Q2'25	-	$1.5B	-
Q1'25	-	$1.4B	-
Q4'24	-	$1.4B	-

Technical Score (1D)

BUY

News Sentiment

BULLISH

Market Data

EFX Stock Snapshot

Equifax Inc. · Industrials · equifax.com

News Sentiment Analysis

Sentiment gathered from recent headlines

63/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Enerflex (EFX) has experienced significant share price appreciation over the past year, with a 240.09% total shareholder return. Despite a recent minor pullback, the stock's 90-day return stands at 39.17%, indicating sustained positive momentum. Current trading at CA$31.37, with annual revenue of CA$2.57 billion and net income of CA$64 million, the company is assessed as potentially undervalued, with an intrinsic discount of 56.90% and a fair value estimate around CA$38.64.

What did this article say?

Jefferies has revised its price target for Equifax (EFX) downwards from $240 to $220, while reaffirming a 'Buy' rating. This adjustment suggests a more cautious near-term outlook from the analyst, though the underlying conviction in the company's prospects remains. Traders should note the maintained positive stance despite the target reduction.

What did this article say?

Equifax has introduced The Work Number Record Indicator, a new feature designed to enhance income and employment verification for auto and personal loans. This launch directly addresses a recent surge in first-party fraud within consumer credit applications. By leveraging AI-powered tools, Equifax aims to equip lenders with advanced capabilities to manage and mitigate these evolving fraud risks, reinforcing its central role in credit risk assessment.

What did this article say?

Mizuho Securities has initiated coverage on Equifax (EFX) with an "Outperform" rating, signaling a positive outlook from the analyst firm. This initiation suggests confidence in EFX's future performance and strategic positioning within the credit reporting industry. Investors will be watching for further details on Mizuho's specific price targets and the rationale behind their bullish stance.

What did this article say?

Equifax (EFX) is poised to release its first-quarter 2026 earnings, with analysts forecasting an 11.8% increase in revenue to $1.6 billion, driven by strong performance in Workforce Solutions and U.S. Information Solutions. Despite revenue growth, earnings per share are projected to decline year-over-year. The mortgage market and key verticals are expected to bolster segment revenues.

What did this article say?

Investors can gain a more nuanced understanding of Equifax's (EFX) potential first-quarter performance by examining analyst projections for key operational metrics, moving beyond standard revenue and earnings estimates.

What did this article say?

Mizuho Securities has initiated coverage on Equifax (EFX) with an "Outperform" rating and set a price target of $222. This analyst action suggests a positive outlook on the company's future performance. The average price target from analysts covering EFX currently stands at $228.41.

What did this article say?

Mizuho analyst Sean Kennedy has initiated coverage on Equifax (EFX) with an Outperform rating and set a price target of $222. This positive initiation suggests a favorable outlook from the analyst on EFX's future performance and valuation. Traders should note this new coverage as a potential catalyst.

What did this article say?

The latest Equifax Market Pulse Index indicates a growing divergence in consumer financial stability, synthesizing credit, debt, and income data. This index provides a single score from 1 to 100, offering a comprehensive view of the financial health of consumers. The divergence suggests varying economic pressures across different consumer segments. Traders should monitor how this trend impacts credit risk and consumer spending patterns.

What did this article say?

Analysts are anticipating Equifax's upcoming earnings report, with a focus on whether the company can continue its trend of surpassing profit estimates. The report will provide insights into recent operational performance and market positioning. Investors will be closely monitoring forward-looking guidance for indications of future growth drivers and potential challenges.

EFX|EarningsEquifax Inc.

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$1.70	-	-
Q3'25	$1.94	$2.04	+5.3%
Q2'25	$1.92	$2.00	+4.1%
Q1'25	$1.40	$1.53	+9.0%
Q4'24	$2.10	$2.12	+1.1%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$1.6B	-	-
Q3'25	-	$1.5B	-
Q2'25	-	$1.5B	-
Q1'25	-	$1.4B	-
Q4'24	-	$1.4B	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

EFX·Equifax Inc.

EFX Stock Snapshot

Earnings | EPS

Revenue

EFX·Equifax Inc.

EFX Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

News Sentiment Analysis

Recent News Coverage

EFX·Equifax Inc.

EFX Stock Snapshot

Earnings | EPS

Revenue

EFX·Equifax Inc.

EFX Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

Discover More

News Sentiment Analysis

Recent News Coverage

Discover More