Equities Analysts Issue Forecasts for Equifax Q3 Earnings

Equifax Inc. (NYSE:EFX) – Needham & Company LLC cut their Q3 2025 earnings per share (EPS) estimates for shares of Equifax in a report issued on Thursday, February 6th. Needham & Company LLC analyst K. Peterson now expects that the credit services provider will post earnings per share of $2.11 for the quarter, down from their previous estimate of $2.17. Needham & Company LLC has a “Buy” rating and a $300.00 price objective on the stock. The consensus estimate for Equifax’s current full-year earnings is $7.45 per share. Needham & Company LLC also issued estimates for Equifax’s Q4 2025 earnings at $2.16 EPS.

Equifax (NYSE:EFX) last issued its earnings results on Thursday, February 6th. The credit services provider reported $2.12 earnings per share for the quarter, hitting analysts’ consensus estimates of $2.12. Equifax had a return on equity of 19.13% and a net margin of 10.63%.

Several other research firms have also commented on EFX. Robert W. Baird upped their price target on shares of Equifax from $290.00 to $333.00 and gave the company an “outperform” rating in a research report on Friday, October 18th. Morgan Stanley reduced their target price on shares of Equifax from $320.00 to $316.00 and set an “overweight” rating for the company in a report on Tuesday, January 28th. BNP Paribas upgraded shares of Equifax from a “neutral” rating to an “outperform” rating and set a $305.00 price target on the stock in a research note on Monday, December 16th. Jefferies Financial Group cut their price objective on shares of Equifax from $340.00 to $300.00 and set a “buy” rating for the company in a research report on Wednesday, January 15th. Finally, JPMorgan Chase & Co. decreased their target price on Equifax from $304.00 to $283.00 and set an “overweight” rating on the stock in a report on Tuesday, November 19th. Two equities research analysts have rated the stock with a hold rating and fifteen have given a buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $301.69.

Equifax Stock Performance

EFX stock opened at $253.47 on Monday. The company has a market cap of $31.42 billion, a P/E ratio of 52.48, a price-to-earnings-growth ratio of 3.00 and a beta of 1.58. The company has a debt-to-equity ratio of 0.90, a current ratio of 0.75 and a quick ratio of 0.88. The stock’s fifty day moving average price is $261.02 and its 200-day moving average price is $274.82. Equifax has a 1 year low of $213.02 and a 1 year high of $309.63.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 14th. Shareholders of record on Friday, February 21st will be paid a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 0.62%. The ex-dividend date of this dividend is Friday, February 21st. Equifax’s payout ratio is 32.30%.

Insider Transactions at Equifax

In other Equifax news, EVP Lisa M. Nelson sold 551 shares of the firm’s stock in a transaction dated Tuesday, November 26th. The shares were sold at an average price of $260.39, for a total value of $143,474.89. Following the completion of the sale, the executive vice president now owns 11,697 shares of the company’s stock, valued at $3,045,781.83. This trade represents a 4.50 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 1.57% of the company’s stock.

Institutional Trading of Equifax

Several institutional investors and hedge funds have recently made changes to their positions in EFX. Greenleaf Trust raised its stake in shares of Equifax by 2.2% during the fourth quarter. Greenleaf Trust now owns 1,702 shares of the credit services provider’s stock valued at $434,000 after acquiring an additional 37 shares in the last quarter. Inspire Investing LLC raised its position in Equifax by 4.2% during the 4th quarter. Inspire Investing LLC now owns 1,012 shares of the credit services provider’s stock valued at $258,000 after purchasing an additional 41 shares in the last quarter. Dorsey & Whitney Trust CO LLC raised its holdings in shares of Equifax by 5.6% in the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 817 shares of the credit services provider’s stock valued at $208,000 after acquiring an additional 43 shares in the last quarter. Cromwell Holdings LLC grew its holdings in Equifax by 13.5% during the 3rd quarter. Cromwell Holdings LLC now owns 371 shares of the credit services provider’s stock worth $109,000 after acquiring an additional 44 shares in the last quarter. Finally, Howard Capital Management Inc. increased its position in Equifax by 5.4% during the 4th quarter. Howard Capital Management Inc. now owns 879 shares of the credit services provider’s stock valued at $224,000 after purchasing an additional 45 shares during the period. 96.20% of the stock is currently owned by institutional investors.

About Equifax

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.