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: 14,700
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
107% more call options, than puts
Call options by funds: $64.6M | Put options by funds: $31.2M
20% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 95
17% more repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 258
8% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 14 (+1) [Q4]
1.46% more ownership
Funds ownership: 94.12% [Q3] → 95.58% (+1.46%) [Q4]
1% more funds holding
Funds holding: 817 [Q3] → 824 (+7) [Q4]
11% less capital invested
Capital invested by funds: $33.9B [Q3] → $30.1B (-$3.77B) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
18%
upside
Avg. target
$290
31%
upside
High target
$316
43%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
Wells Fargo Jason Haas 47% 1-year accuracy 24 / 51 met price target | 28%upside $284 | Overweight Maintained | 14 Apr 2025 |
Barclays Manav Patnaik 51% 1-year accuracy 19 / 37 met price target | 18%upside $260 | Equal-Weight Downgraded | 4 Apr 2025 |
Oppenheimer Owen Lau 41% 1-year accuracy 19 / 46 met price target | 26%upside $279 | Outperform Maintained | 7 Feb 2025 |
UBS Kevin Mcveigh 14% 1-year accuracy 2 / 14 met price target | 40%upside $310 | Buy Maintained | 7 Feb 2025 |
Stifel Shlomo Rosenbaum 18% 1-year accuracy 3 / 17 met price target | 27%upside $281 | Buy Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 12 articles about EFX published over the past 30 days
Negative
Zacks Investment Research
4 days ago
Earnings Preview: Equifax (EFX) Q1 Earnings Expected to Decline
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
Seeking Alpha
4 days ago
Equifax Q1 Preview: Management's Thoughts On Outlook Should Be Interesting
Analysts expect Equifax Inc.'s Q1 '25 results to show minimal growth, with EPS estimates at $1.41 adjusted and $1.00 GAAP on $1.42B revenue. Key concerns include weak U.S. mortgage and hiring markets, with 16 downward EPS revisions adding uncertainty to the upcoming results. Focus areas include U.S. mortgage inquiry declines, Workforce Solutions headwinds, and international performance, particularly in Brazil and Europe.
Neutral
PRNewsWire
1 week ago
Equifax Releases 2024 Global Consumer Credit Trends Report
Third Annual Report Provides Unique Equifax Cloud™-based Insights to Help Lenders Around the World Make More Informed Decisions and Innovate Faster ATLANTA , April 11, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) has released its 2024 Global Consumer Credit Trends , a report that features global consumer credit data and trends information from 10 different countries including Australia, Brazil, Canada, India, Spain and the United States. The third annual report, made possible by the Equifax Cloud ™ and the company's custom data fabric, is designed to give lenders around the world a deeper view into overall consumer credit demand, debt, delinquencies, credit card utilization rates and inflation trends in their particular region to make more informed decisions and innovate faster – enabling more mainstream financial opportunities for consumers.
Positive
Zacks Investment Research
1 week ago
Here's Why Investors Must Hold Equifax Stock in Their Portfolios Now
The EFX stock is gaining from its ability to sustain top-line growth momentum, fueled by synergies from buyouts and product innovation.
Positive
Zacks Investment Research
1 week ago
III vs. EFX: Which Stock Is the Better Value Option?
Investors with an interest in Consulting Services stocks have likely encountered both Information Services Group (III) and Equifax (EFX). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
PRNewsWire
2 weeks ago
Equifax Announces Earnings Release Date and Conference Call for First Quarter 2025 Results
ATLANTA , April 3, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) will announce its financial results for the first quarter ended March 31, 2025, in a release to be issued on Tuesday, April 22, at 6:30 a.m. Eastern Time (ET).
Negative
Zacks Investment Research
2 weeks ago
New Strong Sell Stocks for April 3rd
AGIO, CHGG and EFX have been added to the Zacks Rank #5 (Strong Sell) List on April 3, 2025.
Neutral
PRNewsWire
3 weeks ago
Equifax Releases 2024 Security Annual Report
Fifth Annual Report Illustrates Continued Commitment to Cybersecurity Leadership and Innovation ATLANTA , March 27, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) has released its 2024 Security Annual Report , highlighting its continued commitment to transparency, collaboration and innovation. For the fifth consecutive year, the report gives a look into how the organization has doubled down on security and the measures it has implemented to face today's cyber threats, including an industry-leading passwordless authentication transformation.
Negative
Zacks Investment Research
3 weeks ago
Bear Of The Day: Equifax (EFX)
Despite beating the number in each of the last four quarters, estimates have fallen along with the Zacks Rank for this stock.
Positive
MarketBeat
4 weeks ago
4 Undervalued Growth Stocks to Buy and Hold for the Long Term
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