BMO Capital Markets Cuts Equifax (NYSE:EFX) Price Target to $234.00

Equifax (NYSE:EFX) had its target price decreased by BMO Capital Markets from $245.00 to $234.00 in a research report sent to investors on Monday morning, MarketBeat Ratings reports. BMO Capital Markets currently has a market perform rating on the credit services provider’s stock.

Several other research analysts have also weighed in on EFX. Stifel Nicolaus reduced their target price on Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. Morgan Stanley reiterated an “overweight” rating on shares of Equifax in a report on Friday, October 3rd. Needham & Company LLC reiterated a “buy” rating and issued a $295.00 price objective on shares of Equifax in a research report on Tuesday, October 21st. Oppenheimer initiated coverage on Equifax in a research note on Monday, October 13th. They set an “outperform” rating and a $271.00 target price for the company. Finally, Seaport Res Ptn raised shares of Equifax to a “hold” rating in a research note on Wednesday, October 1st. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $276.40.

Equifax Stock Performance

Shares of NYSE:EFX opened at $215.11 on Monday. The firm’s 50 day simple moving average is $217.89 and its 200 day simple moving average is $241.69. Equifax has a fifty-two week low of $199.98 and a fifty-two week high of $281.07. The company has a market capitalization of $26.33 billion, a price-to-earnings ratio of 40.82, a P/E/G ratio of 2.34 and a beta of 1.59. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. The firm had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.85 earnings per share. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. As a group, sell-side analysts forecast that Equifax will post 7.58 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, November 24th. Equifax’s dividend payout ratio is currently 37.95%.

Insider Activity

In related news, EVP Jamil Farshchi sold 4,925 shares of Equifax stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $238.94, for a total value of $1,176,779.50. Following the sale, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. The trade was a 11.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Mark W. Begor sold 27,959 shares of the stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $231.10, for a total value of $6,461,324.90. Following the transaction, the chief executive officer directly owned 142,934 shares of the company’s stock, valued at $33,032,047.40. This trade represents a 16.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,270 shares of company stock valued at $12,580,837 in the last 90 days. 1.40% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Equifax

A number of institutional investors have recently made changes to their positions in EFX. Country Trust Bank acquired a new position in shares of Equifax in the second quarter valued at about $26,000. Ameritas Advisory Services LLC acquired a new position in shares of Equifax during the 2nd quarter worth approximately $31,000. Zions Bancorporation National Association UT bought a new position in shares of Equifax during the first quarter worth approximately $32,000. Caldwell Trust Co bought a new position in shares of Equifax during the second quarter worth approximately $33,000. 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 buying an additional 58 shares in the last quarter. Institutional investors own 96.20% of the company’s stock.

Equifax Company Profile

Equifax Inc operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that assist them in complying with and automating payroll-related and human resource management processes throughout the entire cycle of the employment relationship.