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 7,425 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
21% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 95
19% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 257
8% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 14 (+1) [Q4]
1.49% more ownership
Funds ownership: 94.12% [Q3] → 95.61% (+1.49%) [Q4]
1% more funds holding
Funds holding: 818 [Q3] → 827 (+9) [Q4]
11% less capital invested
Capital invested by funds: $33.9B [Q3] → $30.1B (-$3.76B) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
0%
upside
Avg. target
$287
10%
upside
High target
$310
19%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
RBC Capital Ashish Sabadra 48% 1-year accuracy 26 / 54 met price target | 15%upside $300 | Outperform Reiterated | 23 Apr 2025 |
Needham Kyle Peterson 27% 1-year accuracy 14 / 51 met price target | 13%upside $295 | Buy Reiterated | 23 Apr 2025 |
Wells Fargo Jason Haas 47% 1-year accuracy 24 / 51 met price target | 9%upside $284 | Overweight Maintained | 14 Apr 2025 |
Barclays Manav Patnaik 51% 1-year accuracy 19 / 37 met price target | 0%downside $260 | Equal-Weight Downgraded | 4 Apr 2025 |
Oppenheimer Owen Lau 49% 1-year accuracy 22 / 45 met price target | 7%upside $279 | Outperform Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 19 articles about EFX published over the past 30 days
Positive
Zacks Investment Research
6 days ago
III or EFX: Which Is the Better Value Stock Right Now?
Investors interested in Consulting Services stocks are likely familiar with Information Services Group (III) and Equifax (EFX). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
6 days ago
Equifax: Fundamentals Are Better Than Expected, But Macro Risks Haven't Cleared
Equifax: Fundamentals Are Better Than Expected, But Macro Risks Haven't Cleared
Positive
PYMNTS
1 week ago
Equifax: Data for Hiring and Mortgage Refis Drive Stronger-Than-Expected Growth
Demand for data used in hiring, consumer lending and mortgages drove growth that was stronger than expected in the first quarter at Equifax.
Positive
Investopedia
1 week ago
S&P 500 Gains and Losses Today: Equifax Stock Jumps as Earnings Show Resilience
Major U.S. stock indexes gained ground Tuesday as investors monitored the latest trade negotiations and corporate earnings news.
Neutral
Seeking Alpha
1 week ago
Equifax Inc. (EFX) Q1 2025 Earnings Call Transcript
Equifax Inc. (NYSE:EFX ) Q1 2025 Results Conference Call April 22, 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 Andrew Steinerman - JPMorgan Brendan Popson - Barclays Toni Kaplan - Morgan Stanley Kyle Peterson - Needham Shlomo Rosenbaum - Stifel Andrew Nicholas - William Blair Jason Haas - Wells Fargo David Paige - RBC Capital Markets Kevin McVeigh - UBS Kelsey Zhu - Autonomous Research Simon Clinch - Redburn Atlantic Scott Wurtzel - Wolfe Research Matt O'Neill - FT Partners Arthur Truslove - Citi George Tong - Goldman Sachs Operator Greetings and welcome to the Equifax, Inc. Q1 2025 Earnings Conference Call. At this time, all participants are in listen-only mode.
Negative
Investopedia
1 week ago
Top Stock Movers Now: 3M, Tesla, Equifax, and More
U.S. equities bounced back from yesterday's sharp selloff at midday as investors turned their focus away from macroeconomic concerns to corporate earnings. The Dow Jones Industrial Average, S&P 500, and Nasdaq all rose about 2%.
Positive
Zacks Investment Research
1 week ago
Equifax Q1 Earnings & Revenues Surpass Estimates, Increase Y/Y
Healthy growth across segments fuels EFX's top line in the first quarter of 2025.
Positive
Investopedia
1 week ago
Equifax Stock Pops as Results Top Forecasts and Firm Announces $3B Buyback
Shares of Equifax (EFX) took off Tuesday as the rating service for borrowers topped quarterly profit and sales estimates, announced a new stock buyback program, and raised its dividend.
Neutral
Zacks Investment Research
1 week ago
Equifax (EFX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Equifax (EFX) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Equifax (EFX) Q1 Earnings and Revenues Beat Estimates
Equifax (EFX) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.40 per share. This compares to earnings of $1.50 per share a year ago.
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