EquifaxEFX
EFX
About: Along with Experian and TransUnion, Equifax is one of the leading credit bureaus in the United States. Equifax's credit reports provide credit histories on millions of consumers, and the firm's services are critical to lenders' credit decisions. In addition, over 40% of the firm's revenue comes from workforce solutions, which provides income verification and employer human resources services. Equifax generates just over 20% of its revenue from outside the United States.
Employees: 14,900
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
107% more call options, than puts
Call options by funds: $64.6M | Put options by funds: $31.2M
16% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 96
15% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 260
8% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 14 (+1) [Q4]
1.03% more ownership
Funds ownership: 94.69% [Q3] → 95.72% (+1.03%) [Q4]
0% more funds holding
Funds holding: 818 [Q3] → 820 (+2) [Q4]
12% less capital invested
Capital invested by funds: $34.1B [Q3] → $30.1B (-$3.96B) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$279
19%
upside
Avg. target
$303
29%
upside
High target
$325
39%
upside
9 analyst ratings
9 positive
100%
0 neutral
0%
0 negative
0%
Barclays Manav Patnaik 43% 1-year accuracy 15 / 35 met price target | 39%upside $325 | Overweight Maintained | 7 Feb 2025 |
Oppenheimer Owen Lau 46% 1-year accuracy 24 / 52 met price target | 19%upside $279 | Outperform Maintained | 7 Feb 2025 |
UBS Kevin Mcveigh 31% 1-year accuracy 5 / 16 met price target | 32%upside $310 | Buy Maintained | 7 Feb 2025 |
Stifel Shlomo Rosenbaum 37% 1-year accuracy 7 / 19 met price target | 20%upside $281 | Buy Maintained | 7 Feb 2025 |
Needham Kyle Peterson 30% 1-year accuracy 18 / 60 met price target | 28%upside $300 | Buy Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 5 articles about EFX published over the past 30 days
Neutral
GlobeNewsWire
1 week ago
New Equifax Report: Fraud Concerns are Escalating with 89 per cent of Canadians Saying Companies Must Do More
Fraud concerns are rising in Canada, with seniors and Quebecers most worried. Equifax urges stronger fraud prevention from companies, banks, & government.
Neutral
PRNewsWire
1 week ago
Equifax Announces Participation in March Investor Conferences
ATLANTA , Feb. 27, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) will participate in several upcoming investor conferences in March. Trevor Burns, Senior Vice President of Corporate Investor Relations, will attend the RBC Global Financial Institutions Conference on Tuesday, March 4, 2025, the Oppenheimer Information Services, Exchanges and Blockchain Virtual Summit on March 5, 2025, and the Wolfe Research FinTech Forum on Wednesday, March 12, 2025.
Neutral
GlobeNewsWire
2 weeks ago
Stable versus Struggling: Canada's Financial Divide Widens
- Mortgage Delinquencies Rising in Ontario Amidst Rising Consumer Debt - Equifax Canada Market Pulse Quarterly Consumer Credit Trends Report TORONTO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- A growing financial divide is emerging across Canada, with some borrowers benefiting from lower interest rates while others struggle under mounting debt. According to Equifax Canada's Q4 2024 Market Pulse Consumer Credit Trends Report, some Ontario mortgage holders are experiencing severe financial distress, with delinquencies more than 50 per cent higher than pre-pandemic levels.
Positive
Zacks Investment Research
4 weeks ago
International Markets and Equifax (EFX): A Deep Dive for Investors
Evaluate Equifax's (EFX) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Negative
Seeking Alpha
4 weeks ago
Equifax: Near-Term Weakness That May Lead To Guidance Revision (Rating Downgrade)
I am downgrading Equifax stock to a hold rating due to weak FY25 guidance, soft mortgage inquiry outlook, and hiring market pressures. Despite solid 4Q24 results and medium-term growth potential, the near-term earnings outlook is poor with decelerating revenue and EPS growth. Elevated mortgage rates and declining hiring volumes are significant headwinds, limiting EFX's ability to sustain recent growth rates.
Neutral
Seeking Alpha
1 month ago
Equifax Inc. (EFX) Q4 2024 Earnings Call Transcript
Equifax Inc. (NYSE:EFX ) Q4 2024 Earnings Conference Call February 6, 2025 8:30 AM ET Company Participants Trevor Burns - Senior Vice President, Head of Corporate Investor Relations Mark Begor - Chief Executive Officer John Gamble - Chief Financial Officer Conference Call Participants Jeff Muller - Baird Manav Patnaik - Barclays Andrew Steinerman - JPMorgan Toni Kaplan - Morgan Stanley Faiza Alwy - Deutsche Bank Kyle Peterson - Needham Craig Huber - Huber Research Partners Jason Haas - Wells Fargo Owen Lau - Oppenheimer Andrew Nicholas - William Blair Kelsey Zhu - Autonomous Research Scott Wurtzel - Wolfe Research Matt O'Neill - FT Partners Simon Clinch - Redburn Atlantic Arthur Truslove - Citi George Tong - Goldman Sachs Operator Greetings and welcome to the Equifax Corporate's Fourth Quarter 2024 Earning Conference Call. This time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Equifax Q4 Earnings Beat, Revenues Miss Despite Strong Segments
Robust growth across segments drives EFX's top line in the fourth quarter of 2024.
Negative
PYMNTS
1 month ago
Weaker Hiring Market Creates Revenue Headwinds for Equifax
For Equifax, macro headwinds from a job market slowdown and the volatile mortgage market — where uneven loan demand has been a hallmark amid relatively high interest rates — have impacted top-line momentum and forward-looking guidance. As discussed during an earnings call with analysts Thursday (Feb.
Positive
Zacks Investment Research
1 month ago
Equifax (EFX) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Equifax (EFX) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Equifax (EFX) Surpasses Q4 Earnings Estimates
Equifax (EFX) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $2.10 per share. This compares to earnings of $1.81 per share a year ago.
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