Equifax (NYSE:EFX) Releases Q2 2026 Earnings Guidance
by Doug Wharley · The Cerbat GemEquifax (NYSE:EFX – Get Free Report) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.150-2.250 for the period, compared to the consensus estimate of 2.240. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Equifax also updated its FY 2026 guidance to 8.340-8.740 EPS.
Equifax Stock Performance
Shares of EFX stock opened at $198.36 on Tuesday. The company has a market capitalization of $23.93 billion, a P/E ratio of 37.29, a P/E/G ratio of 1.49 and a beta of 1.56. The business’s 50 day moving average is $189.64 and its two-hundred day moving average is $206.32. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax has a 12-month low of $166.02 and a 12-month high of $281.03.
Equifax (NYSE:EFX – Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.70 by $0.16. The company had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Analysts expect that Equifax will post 8.62 EPS for the current fiscal year.
Equifax Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $0.56 per share. This is an increase from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Monday, March 9th. Equifax’s dividend payout ratio (DPR) is currently 42.11%.
Analyst Ratings Changes
A number of equities analysts have issued reports on EFX shares. Mizuho initiated coverage on Equifax in a research report on Thursday. They set an “outperform” rating and a $222.00 price target on the stock. Barclays decreased their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 5th. Jefferies Financial Group decreased their target price on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday. Morgan Stanley decreased their target price on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Finally, JPMorgan Chase & Co. decreased their target price on Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Thirteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $235.75.
View Our Latest Report on Equifax
Insider Buying and Selling at Equifax
In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the sale, the executive vice president owned 58,921 shares in the company, valued at $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of Equifax stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president owned 39,869 shares in the company, valued at $7,968,617.03. This represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 49,671 shares of company stock worth $9,960,181 over the last quarter. 1.70% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Equifax
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. State Street Corp raised its position in Equifax by 1.3% in the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock valued at $1,097,147,000 after purchasing an additional 66,289 shares during the period. Lazard Asset Management LLC raised its position in Equifax by 0.6% in the third quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock valued at $445,524,000 after purchasing an additional 9,741 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Equifax by 1.7% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,073,073 shares of the credit services provider’s stock valued at $232,835,000 after purchasing an additional 18,390 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of Equifax by 10.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 914,339 shares of the credit services provider’s stock valued at $198,419,000 after buying an additional 87,268 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Equifax by 1.5% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 900,869 shares of the credit services provider’s stock valued at $195,471,000 after buying an additional 13,528 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.
About Equifax
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.
The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.