Equifax
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 6,831 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
165% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 51
35% more call options, than puts
Call options by funds: $99.2M | Put options by funds: $73.4M
22% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 239
11% more capital invested
Capital invested by funds: $30.6B [Q2] → $34.1B (+$3.5B) [Q3]
10% more funds holding
Funds holding: 742 [Q2] → 815 (+73) [Q3]
8% more funds holding in top 10
Funds holding in top 10: 12 [Q2] → 13 (+1) [Q3]
7.43% less ownership
Funds ownership: 102.23% [Q2] → 94.8% (-7.43%) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$283
5%
upside
Avg. target
$298
11%
upside
High target
$316
17%
upside
7 analyst ratings
7 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Jason Haas 58% 1-year accuracy 21 / 36 met price target | 16%upside $313 | Overweight Maintained | 3 Feb 2025 |
Morgan Stanley Toni Kaplan 67% 1-year accuracy 16 / 24 met price target | 17%upside $316 | Overweight Maintained | 28 Jan 2025 |
Jefferies Surinder Thind 82% 1-year accuracy 18 / 22 met price target | 11%upside $300 | Buy Maintained | 15 Jan 2025 |
Exane BNP Paribas Andy Grobler 100% 1-year accuracy 1 / 1 met price target | 13%upside $305 | Outperform Upgraded | 16 Dec 2024 |
Stifel Shlomo Rosenbaum 88% 1-year accuracy 14 / 16 met price target | 5%upside $284 | Buy Maintained | 20 Nov 2024 |
Financial journalist opinion
Based on 8 articles about EFX published over the past 30 days
Positive
Zacks Investment Research
22 hours ago
Equifax Gears Up to Report Q4 Earnings: What's in the Offing?
EFX's fourth-quarter 2024 revenues are expected to have increased due to healthy mortgage activities.
Positive
Zacks Investment Research
2 days ago
Ahead of Equifax (EFX) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Equifax (EFX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2024.
Neutral
Zacks Investment Research
6 days ago
Equifax (EFX) Earnings Expected to Grow: Should You Buy?
Equifax (EFX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 week ago
Equifax Announces Earnings Release Date and Conference Call for Fourth Quarter 2024 Results
ATLANTA , Jan. 22, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) will announce its financial results for the fourth quarter ended December 31, 2024, in a release to be issued on Thursday, February 6, at 6:30 a.m. Eastern Time (ET).
Negative
PYMNTS
2 weeks ago
Equifax to Settle CFPB Allegations That It Didn't Ensure Accuracy of Credit Reports
Equifax has agreed to a settlement and consent order that will resolve Consumer Financial Protection Bureau (CFPB) allegations that the consumer reporting agency failed to take steps to ensure the accuracy of its credit reports.
Negative
Reuters
2 weeks ago
US consumer bureau fines Equifax $15 million for issues fixing consumer disputes
The U.S. Consumer Financial Protection Bureau announced on Friday it had fined credit reporting bureau Equifax $15 million for failing to sufficiently investigate consumer disputes of its credit reports.
Neutral
Zacks Investment Research
3 weeks ago
CRAI vs. EFX: Which Stock Is the Better Value Option?
Investors interested in stocks from the Consulting Services sector have probably already heard of CRA International (CRAI) and Equifax (EFX). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Seeking Alpha
4 weeks ago
The 'New Equifax' Will Be More Profitable On New Cloud
Equifax's transition to its own cloud and EFX.AI capabilities will drive revenue growth, margin expansion, and increased free cash flow, enhancing profitability. Lower CapEx and higher margins will boost earnings, with EPS expected to grow significantly, supporting a one-year price target of $306.75 and a Strong Buy rating. The new cloud platform will improve productivity, benefiting shareholders with increased returns.
Positive
Zacks Investment Research
1 month ago
CRAI or EFX: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Consulting Services sector might want to consider either CRA International (CRAI) or Equifax (EFX). But which of these two companies is the best option for those looking for undervalued stocks?
Positive
Morningstar
1 month ago
3 of the Best Companies to Own in 2025 and Beyond
#Morningstar #BestStockstoInvestIn #StockInvesting These companies have durable competitive advantages and generate reliable cash flows. 00:00 Introduction 00:46 Danaher DHR 01:36 Paychex PAYX 02:17 Equifax EFX I'm Susan Dziubinski with Morningstar.
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