Equifax (EFX)

• Market cap: $32.5B
• 1 day: 0.54%
• 5 days: 1.69%
• 1 month: 7.38%
• 3 months: 4.09%
• 6 months: 11.93%
• Year to date: 5.03%
• 1 year: -11.37%
• 5 years: 69.16%
• 10 years: 171.8%
• Sector: Industrials
• Industry: Consulting Services

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 about 20%-25% of its revenue from outside the United States.

Employees: 14,700

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

85% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 262

6% more funds holding

Funds holding: 802 [Q1] → 849 (+47) [Q2]

4% more capital invested

Capital invested by funds: $29.6B [Q1] → $30.8B (+$1.21B) [Q2]

1.76% less ownership

Funds ownership: 97.54% [Q1] → 95.78% (-1.76%) [Q2]

6% less funds holding in top 10

Funds holding in top 10: 16 [Q1] → 15 (-1) [Q2]

37% less call options, than puts

Call options by funds: $47.2M | Put options by funds: $74.6M

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $240
• Avg. target: $283
• High target: $300

13 analyst ratings

• positive: 9 69%
• neutral: 4 31%
• negative: 0 0%

UBS Kevin Mcveigh	$297	Buy Maintained	15 Sep 2025
Citigroup Arthur Truslove	$290	Buy Maintained	23 Jul 2025
Oppenheimer Owen Lau	$279	Outperform Maintained	23 Jul 2025
BMO Capital Jeffrey Silber	$260	Market Perform Maintained	23 Jul 2025
JP Morgan Andrew Steinerman	$272	Overweight Maintained	23 Jul 2025