Royal Bank Of Canada Has Lowered Expectations for Equifax (NYSE:EFX) Stock Price

Equifax (NYSE:EFX) had its price target decreased by equities researchers at Royal Bank Of Canada from $250.00 to $222.00 in a research report issued to clients and investors on Thursday, Marketbeat Ratings reports. The brokerage currently has an “outperform” rating on the credit services provider’s stock. Royal Bank Of Canada’s price target would indicate a potential upside of 13.54% from the stock’s current price.

Other equities research analysts have also recently issued reports about the stock. Robert W. Baird set a $250.00 price objective on shares of Equifax in a research report on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Stifel Nicolaus lowered their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Barclays cut their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, BMO Capital Markets set a $195.00 price target on shares of Equifax in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

Equifax Stock Performance

Shares of Equifax stock opened at $195.52 on Thursday. The business has a 50-day simple moving average of $212.79 and a 200-day simple moving average of $227.58. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.74 and a current ratio of 0.60. Equifax has a one year low of $166.02 and a one year high of $281.03. The company has a market cap of $23.93 billion, a PE ratio of 36.75, a P/E/G ratio of 1.98 and a beta of 1.55.

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

Hedge Funds Weigh In On Equifax

Institutional investors have recently modified their holdings of the business. Vanguard Group Inc. grew its position in Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after purchasing an additional 316,048 shares during the last quarter. State Street Corp boosted its stake in shares of Equifax by 0.4% during the third quarter. State Street Corp now owns 4,990,152 shares of the credit services provider’s stock worth $1,280,124,000 after buying an additional 21,255 shares during the period. Massachusetts Financial Services Co. MA grew its holdings in shares of Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after buying an additional 1,145,921 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Equifax by 2.5% during the second quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock worth $811,650,000 after buying an additional 75,627 shares during the last quarter. Finally, Generation Investment Management LLP increased its position in Equifax by 6.3% in the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock valued at $701,986,000 after acquiring an additional 163,375 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and constructive guidance: Equifax reported a Q4 beat on revenue and EPS, and set FY2026 guidance (EPS 8.30–8.70) and Q1 guidance that signal continued top-line growth — a primary reason investors are bidding the stock up. Read More.
• Positive Sentiment: AI expansion and government segment momentum: Management highlighted AI-powered product expansion and a rebound in the government business, which supports longer-term revenue upside and premium valuation expectations. Read More.
• Positive Sentiment: VantageScore traction and partnerships: Execs noted VantageScore adoption gains and a new partnership (Gen + Equifax) to broaden consumer financial solutions — both support recurring data/licensing growth. Read More. | Read More.
• Neutral Sentiment: Analysts still bullish despite cuts: Several firms cut price targets after the quarter but maintained Buy/Overweight/Outperform ratings (JPM, RBC, Wells, Needham, Morgan Stanley), leaving meaningful upside in consensus PTs even after downgrades. These mixed signals can mute momentum but keep analyst support. Read More.
• Negative Sentiment: Regulatory/media scrutiny: A New York Times piece highlights senators accusing Equifax of “price‑gouging” on Medicaid services — elevated regulatory and political risk that could pressure valuation or lead to contract/price scrutiny in public-sector work. Read More.

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.