Equifax (NYSE:EFX) Price Target Cut to $205.00 by Analysts at Morgan Stanley

Equifax (NYSE:EFX) had its price target cut by analysts at Morgan Stanley from $225.00 to $205.00 in a research note issued on Tuesday, Benzinga reports. The firm currently has an “overweight” rating on the credit services provider’s stock. Morgan Stanley’s target price would suggest a potential upside of 38.49% from the company’s current price.

Several other equities research analysts also recently commented on EFX. JPMorgan Chase & Co. reduced their target price on Equifax from $230.00 to $210.00 in a report on Wednesday, July 22nd. UBS Group reissued a “buy” rating and issued a $220.00 price target on shares of Equifax in a research note on Wednesday, July 8th. Credit Suisse Group set a $160.00 price objective on Equifax in a report on Wednesday, September 30th. BNP Paribas Exane upped their price objective on shares of Equifax from $185.00 to $190.00 and gave the company a “neutral” rating in a research note on Wednesday, July 22nd. Finally, Royal Bank Of Canada decreased their target price on shares of Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Fifteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $203.15.

Equifax Price Performance

Shares of NYSE EFX traded up $0.69 during trading on Tuesday, hitting $148.03. The company had a trading volume of 215,290 shares, compared to its average volume of 1,724,802. The company has a market cap of $17.39 billion, a P/E ratio of 26.00, a PEG ratio of 1.49 and a beta of 1.35. Equifax has a 52 week low of $137.01 and a 52 week high of $238.94. The business’s 50-day moving average is $169.35 and its 200 day moving average is $170.63. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.05. The business had revenue of $1.70 billion during the quarter, compared to analyst estimates of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%. The company’s revenue was up 10.6% compared to the same quarter last year. During the same period last year, the company posted $2.00 EPS. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Equities research analysts predict that Equifax will post 8.54 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Mark Begor sold 37,791 shares of the company’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total value of $845,820.00. Following the transaction, the executive vice president directly owned 69,055 shares in the company, valued at $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Institutional Trading of Equifax

A number of hedge funds have recently made changes to their positions in EFX. Reflection Asset Management acquired a new position in Equifax in the 4th quarter valued at approximately $26,000. MV Capital Management Inc. purchased a new stake in Equifax in the 4th quarter worth approximately $31,000. Clearstead Trust LLC purchased a new stake in Equifax in the 2nd quarter worth approximately $28,000. Ballast Advisors LLC acquired a new stake in shares of Equifax during the 1st quarter valued at $33,000. Finally, Osterweis Capital Management Inc. acquired a new stake in shares of Equifax during the 2nd quarter valued at $33,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

About Equifax

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that helps businesses, government agencies and consumers make informed decisions about credit, identity, employment and financial risk. The company collects and analyzes information from a broad range of sources to provide insights and decisioning tools for lenders, employers, insurers, telecommunications providers and other organizations.

Its products and services include consumer and commercial credit reports, credit scores, fraud and identity-management solutions, marketing and customer-acquisition analytics, and income and employment verification through The Work Number.