Needham & Company LLC Expects Weaker Earnings for Equifax

Equifax Inc. (NYSE:EFX - Free Report) - Investment analysts at Needham & Company LLC reduced their Q3 2025 earnings per share estimates for shares of Equifax in a note issued to investors on Wednesday, April 23rd. Needham & Company LLC analyst K. Peterson now anticipates that the credit services provider will post earnings of $1.99 per share for the quarter, down from their prior estimate of $2.11. Needham & Company LLC has a "Buy" rating and a $295.00 price objective on the stock. The consensus estimate for Equifax's current full-year earnings is $7.58 per share. Needham & Company LLC also issued estimates for Equifax's Q4 2025 earnings at $2.04 EPS and FY2026 earnings at $8.35 EPS.

Several other equities research analysts have also commented on the company. William Blair reiterated an "outperform" rating on shares of Equifax in a research note on Friday, February 7th. Barclays restated an "equal weight" rating and issued a $260.00 price target (down from $325.00) on shares of Equifax in a research report on Friday, April 4th. BNP Paribas lowered Equifax from an "outperform" rating to a "neutral" rating and set a $265.00 price target for the company. in a research report on Friday, March 14th. Gordon Haskett upgraded Equifax to a "strong-buy" rating in a research report on Tuesday, February 18th. Finally, Morgan Stanley dropped their price target on Equifax from $320.00 to $316.00 and set an "overweight" rating for the company in a research report on Tuesday, January 28th. Five investment analysts have rated the stock with a hold rating, thirteen have given a buy rating and one has issued a strong buy rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $292.00.

Equifax Price Performance

NYSE:EFX traded down $0.11 during trading hours on Friday, hitting $256.37. 690,904 shares of the stock were exchanged, compared to its average volume of 964,329. Equifax has a 52-week low of $199.98 and a 52-week high of $309.63. The firm's fifty day moving average price is $236.60 and its 200 day moving average price is $253.32. The company has a current ratio of 0.75, a quick ratio of 0.88 and a debt-to-equity ratio of 0.90. The company has a market cap of $31.84 billion, a P/E ratio of 53.08, a P/E/G ratio of 2.79 and a beta of 1.65.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings results on Tuesday, April 22nd. The credit services provider reported $1.53 earnings per share for the quarter, topping analysts' consensus estimates of $1.45 by $0.08. The company had revenue of $1.44 billion during the quarter, compared to analysts' expectations of $1.41 billion. Equifax had a return on equity of 19.13% and a net margin of 10.63%.

Equifax Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 13th. Shareholders of record on Friday, May 23rd will be paid a $0.50 dividend. This is an increase from Equifax's previous quarterly dividend of $0.39. This represents a $2.00 dividend on an annualized basis and a yield of 0.78%. The ex-dividend date of this dividend is Friday, May 23rd. Equifax's payout ratio is presently 40.90%.

Hedge Funds Weigh In On Equifax

Hedge funds and other institutional investors have recently made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. raised its holdings in Equifax by 39.0% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 10,843 shares of the credit services provider's stock worth $2,775,000 after purchasing an additional 3,043 shares in the last quarter. Barclays PLC raised its holdings in Equifax by 2.8% during the third quarter. Barclays PLC now owns 184,890 shares of the credit services provider's stock worth $54,329,000 after purchasing an additional 5,097 shares in the last quarter. Steward Partners Investment Advisory LLC raised its holdings in Equifax by 11.1% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,585 shares of the credit services provider's stock worth $404,000 after purchasing an additional 158 shares in the last quarter. Strategic Financial Concepts LLC bought a new stake in Equifax during the fourth quarter worth approximately $3,572,000. Finally, Van ECK Associates Corp raised its holdings in Equifax by 95.9% during the fourth quarter. Van ECK Associates Corp now owns 1,617,574 shares of the credit services provider's stock worth $412,239,000 after purchasing an additional 791,730 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Company Profile

Equifax Inc operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that assist them in complying with and automating payroll-related and human resource management processes throughout the entire cycle of the employment relationship.