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 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
12% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 259
7% more funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 15 (+1) [Q1 2025]
1.95% more ownership
Funds ownership: 95.37% [Q4 2024] → 97.33% (+1.95%) [Q1 2025]
0% more call options, than puts
Call options by funds: $62.5M | Put options by funds: $62.3M
2% less capital invested
Capital invested by funds: $30.1B [Q4 2024] → $29.6B (-$545M) [Q1 2025]
5% less funds holding
Funds holding: 831 [Q4 2024] → 791 (-40) [Q1 2025]
23% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 93
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
2%
downside
Avg. target
$294
11%
upside
High target
$306
16%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Morgan Stanley Toni Kaplan | 15%upside $305 | Overweight Maintained | 10 Jun 2025 |
Oppenheimer Owen Lau | 12%upside $296 | Outperform Maintained | 22 May 2025 |
Wells Fargo Jason Haas | 16%upside $306 | Overweight Maintained | 21 May 2025 |
RBC Capital Ashish Sabadra | 14%upside $300 | Outperform Reiterated | 23 Apr 2025 |
Needham Kyle Peterson | 12%upside $295 | Buy Reiterated | 23 Apr 2025 |
Financial journalist opinion
Based on 9 articles about EFX published over the past 30 days
Neutral
PRNewsWire
2 days ago
Equifax Secures 35 New Patents, Advancing Responsible AI, Machine Learning, and Fraud & Identity Solutions
New Patents Secured in the First Half of 2025 Help Drive Responsible AI Innovation and Create More Effective Insights for Customers ATLANTA , June 12, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) has secured 35 new patents in the first half of 2025. These new patents, which bring the number of Equifax issued or pending patents to nearly 650 patents spanning 15 countries, encompass distinctive techniques in artificial intelligence and machine learning, data & analytics, cybersecurity, and identity & fraud solutions.
Neutral
PRNewsWire
3 days ago
Equifax Introduces Optimal Path™ Interactive Score Planner
Powered by the Equifax Cloud™ and Patented EFX.AI Capabilities, Optimal Path Gives Organizations a Powerful Tool to Help U.S. Consumers Advance Financial Health and Achieve Personalized Credit Score Goals ATLANTA , June 11, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) is leveraging the power of the Equifax Cloud™ and patented EFX.AI capabilities to introduce the new Optimal Path™ interactive score planner. Optimal Path is designed to help financial institutions, employers, benefits providers, and other organizations provide consumers with personalized, actionable credit score plans within their existing consumer financial health initiatives and platforms.
Neutral
PRNewsWire
4 days ago
Equifax Announces Agenda for 2025 Investor Day on June 17
ATLANTA , June 10, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) today announced the agenda for its 2025 Investor Day to be held on Tuesday, June 17, beginning at 9:00 a.m. Eastern Time (ET) in New York City.
Neutral
GlobeNewsWire
4 days ago
Debt Pressure Building Up for Canadian Businesses
- Delinquencies climb, credit demand dips, and regional cracks deepen - Equifax® Canada Market Pulse — Q1 2025 Quarterly Business Credit Trends and Insights Report TORONTO, June 10, 2025 (GLOBE NEWSWIRE) -- After a cautiously optimistic end to 2024, Canadian businesses seem to have entered 2025 with trepidation. According to the Equifax® Canada Q1 2025 Business Credit Trends and Insights Report, delinquencies are rising for businesses across the country and credit demand is slowing, while key sectors are showing early signs of distress — especially those tied closely to consumer trends, with delinquency rates not seen since 2009.
Neutral
PRNewsWire
1 week ago
Equifax Redesigns U.S. Consumer Credit Report to Help Consumers More Easily Monitor Financial Health
New Visual Report Includes VantageScore® 3.0 Credit Score and Easy-to-Read Graphics for a Comprehensive View of Current and Past Credit Activity ATLANTA , June 5, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) is making it even easier for U.S. consumers to understand their credit history and monitor their financial health with the introduction of a new, reimagined consumer credit report design. Available now to U.S. consumers who request hard copies of their Equifax credit report, the new industry leading credit report enables people to more easily view their current VantageScore® 3.0 credit score and provides easy-to-read graphics for a comprehensive view of current and past credit activity.
Neutral
GlobeNewsWire
2 weeks ago
Non-Mortgage Delinquencies Reach Levels Not Seen Since 2009
– 1.4 million people in Canada missed a credit payment as refinancing and renewals dominate the Q1 Mortgage market –
Negative
Zacks Investment Research
2 weeks ago
Diverse Client Base & Buyouts Aid Equifax, Low Liquidity Ails
Acquisitions and a broad client base fuel the EFX stock, but a low current ratio signals short-term liquidity concerns.
Positive
Zacks Investment Research
3 weeks ago
Equifax (EFX) Up 3.7% Since Last Earnings Report: Can It Continue?
Equifax (EFX) reported earnings 30 days ago. What's next for the stock?
Positive
Seeking Alpha
3 weeks ago
Equifax: Revenue Growth, Margin Expansion, And Pricing Power
Equifax's margins will increase as the cloud transition approaches its end. The Workforce Solutions segment provides a strong competitive moat, supporting sustainable growth. Equifax will grow EPS at 13-18% CAGR due to organic growth, acquisitions, margin expansion, and buybacks.
Neutral
PRNewsWire
1 month ago
Equifax Launches B2bConnect Commercial Marketing Data in the Equifax Cloud™
Cloud-based Solution Optimizes the Online Search Experience With Near Real-time Access to Data to Increase Efficiency of Marketing Efforts and Drive Sales ATLANTA , May 15, 2025 /PRNewswire/ -- Equifax ® (NYSE: EFX) has launched its B2bConnect small-to-medium sized business (SMB) data on the Equifax Cloud™ , making commercial marketing data available in minutes to help B2B marketers be more efficient and increase campaign success. The platform unifies differentiated data to create more effective commercial sales and marketing insights that enable Equifax customers to target the right small businesses quickly and achieve their goals.
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