Equifax (NYSE:EFX) Price Target Lowered to $240.00 at Wells Fargo & Company

Equifax (NYSE:EFX) had its price target trimmed by Wells Fargo & Company from $265.00 to $240.00 in a report published on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the credit services provider’s stock.

A number of other equities research analysts have also issued reports on the company. UBS Group set a $230.00 target price on Equifax in a research report on Thursday. Needham & Company LLC dropped their price target on Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. BMO Capital Markets set a $195.00 target price on shares of Equifax in a report on Thursday. Finally, Oppenheimer cut their price target on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Equifax has an average rating of “Moderate Buy” and a consensus price target of $242.64.

Equifax Stock Up 5.3%

NYSE EFX opened at $190.59 on Thursday. Equifax has a 12 month low of $166.02 and a 12 month high of $281.03. The company has a market capitalization of $23.33 billion, a P/E ratio of 35.83, a PEG ratio of 1.87 and a beta of 1.55. The company’s 50 day simple moving average is $213.11 and its 200 day simple moving average is $228.02. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.74.

Equifax (NYSE:EFX) last issued its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The firm had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period last year, the firm posted $2.12 earnings per share. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities research analysts expect that Equifax will post 7.58 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. North Dakota State Investment Board acquired a new position in Equifax in the 4th quarter valued at approximately $921,000. Canada Post Corp Registered Pension Plan grew its holdings in shares of Equifax by 1,253.8% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 24,978 shares of the credit services provider’s stock valued at $5,420,000 after acquiring an additional 23,133 shares in the last quarter. DNB Asset Management AS increased its stake in shares of Equifax by 1.0% in the fourth quarter. DNB Asset Management AS now owns 27,657 shares of the credit services provider’s stock worth $6,001,000 after acquiring an additional 276 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Equifax by 1,350.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 53,574 shares of the credit services provider’s stock worth $11,624,000 after acquiring an additional 49,881 shares in the last quarter. Finally, Phoenix Financial Ltd. boosted its position in Equifax by 16.9% during the fourth quarter. Phoenix Financial Ltd. now owns 953 shares of the credit services provider’s stock valued at $207,000 after purchasing an additional 138 shares during the last quarter. 96.20% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and revenue growth — Equifax reported Q4 2025 EPS and revenue above consensus, with revenue up ~9% year‑over‑year and management citing cloud and AI as drivers of new product innovation and record‑high product activity. This underpins the upside case on durable end markets (workforce, USIS). Equifax Delivers Fourth Quarter 2025 Revenue Growth of 9%
• Positive Sentiment: Product/market catalysts — Management highlighted VantageScore traction and AI/cloud leverage (90% of revenue on the new Equifax Cloud) as enablers for faster product rollout and efficiency, supporting mid/long‑term growth expectations. Equifax sees VantageScore traction build, targets strong growth in 2026
• Positive Sentiment: Commercial partnerships — Equifax expanded a partnership to deliver broader consumer financial solutions, signaling cross‑sell and distribution opportunities that can help monetize product innovation. Gen and Equifax Expand Partnership
• Neutral Sentiment: Analysts trim targets but keep positive ratings — Several firms lowered price targets after the results (JPM: $260→$230; Wells Fargo: $265→$240; RBC: $250→$222; Needham: $295→$265), yet many maintained Overweight/Outperform/Buy ratings, leaving meaningful upside in their models. This suggests updated estimates rather than a change in conviction. These Analysts Cut Their Forecasts On Equifax After Q4 Earnings
• Negative Sentiment: Cautious near‑term guidance — Equifax set Q1 2026 EPS guidance of $1.63–1.73, below the prior consensus (~$1.78), which pressures near‑term expectations and partly explains analyst PT reductions. Equifax Q4 Earnings Beat Estimates, Revenues Jump 9% Y/Y
• Negative Sentiment: Regulatory/reputational risk — U.S. senators publicly accused Equifax of “price‑gouging” related to Medicaid programs, drawing scrutiny that could create contract or pricing headwinds in government work. This has already pressured the stock in prior sessions. Senators Accuse Equifax of ‘Price‑Gouging’ Medicaid Programs

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.