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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
14% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 258
7% more funds holding in top 10
Funds holding in top 10: 15 [Q4 2024] → 16 (+1) [Q1 2025]
2.01% more ownership
Funds ownership: 95.41% [Q4 2024] → 97.42% (+2.01%) [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 (-$529M) [Q1 2025]
5% less funds holding
Funds holding: 832 [Q4 2024] → 794 (-38) [Q1 2025]
22% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 93
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Citigroup Arthur Truslove | 17%upside $290 | Buy Maintained | 23 Jul 2025 |
UBS Kevin Mcveigh | 12%upside $278 | Buy Maintained | 23 Jul 2025 |
Oppenheimer Owen Lau | 13%upside $279 | Outperform Maintained | 23 Jul 2025 |
BMO Capital Jeffrey Silber | 5%upside $260 | Market Perform Maintained | 23 Jul 2025 |
JP Morgan Andrew Steinerman | 10%upside $272 | Overweight Maintained | 23 Jul 2025 |
Financial journalist opinion
Based on 17 articles about EFX published over the past 30 days









