William Blair Issues Positive Estimate for Equifax Earnings

Equifax Inc. (NYSE:EFX) – William Blair upped their Q2 2025 earnings per share (EPS) estimates for shares of Equifax in a research report issued to clients and investors on Friday, October 18th. William Blair analyst A. Nicholas now anticipates that the credit services provider will post earnings of $2.26 per share for the quarter, up from their previous forecast of $2.24. The consensus estimate for Equifax’s current full-year earnings is $7.36 per share.

Equifax (NYSE:EFX) last released its quarterly earnings results on Wednesday, October 16th. The credit services provider reported $1.85 EPS for the quarter, topping the consensus estimate of $1.84 by $0.01. Equifax had a return on equity of 18.88% and a net margin of 10.67%. The firm had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.44 billion. During the same period in the previous year, the company posted $1.76 EPS. Equifax’s revenue for the quarter was up 9.3% on a year-over-year basis.

A number of other research analysts have also commented on EFX. The Goldman Sachs Group increased their price objective on Equifax from $277.00 to $307.00 and gave the company a “neutral” rating in a report on Tuesday, August 20th. JPMorgan Chase & Co. increased their price objective on Equifax from $300.00 to $304.00 and gave the company an “overweight” rating in a report on Friday, October 18th. Citigroup increased their price objective on Equifax from $263.00 to $304.00 and gave the company a “buy” rating in a report on Wednesday, July 24th. UBS Group started coverage on Equifax in a research note on Tuesday, October 1st. They set a “buy” rating and a $360.00 target price for the company. Finally, Needham & Company LLC restated a “buy” rating and set a $350.00 target price on shares of Equifax in a research note on Friday, October 18th. Four research analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, Equifax presently has an average rating of “Moderate Buy” and a consensus target price of $310.47.

Equifax Stock Performance

Shares of EFX stock opened at $272.09 on Monday. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.79 and a quick ratio of 0.79. Equifax has a fifty-two week low of $159.95 and a fifty-two week high of $309.63. The stock’s 50-day moving average is $294.79 and its two-hundred day moving average is $263.21. The firm has a market cap of $33.63 billion, a P/E ratio of 60.60, a PEG ratio of 2.00 and a beta of 1.58.

Hedge Funds Weigh In On Equifax

Large investors have recently made changes to their positions in the company. Park Avenue Securities LLC boosted its position in Equifax by 16.8% in the 1st quarter. Park Avenue Securities LLC now owns 4,059 shares of the credit services provider’s stock valued at $1,086,000 after buying an additional 585 shares during the period. Gulf International Bank UK Ltd raised its holdings in shares of Equifax by 0.8% in the 1st quarter. Gulf International Bank UK Ltd now owns 10,125 shares of the credit services provider’s stock valued at $2,708,000 after purchasing an additional 76 shares in the last quarter. &PARTNERS raised its holdings in shares of Equifax by 17.9% in the 1st quarter. &PARTNERS now owns 1,297 shares of the credit services provider’s stock valued at $347,000 after purchasing an additional 197 shares in the last quarter. Ballentine Partners LLC raised its holdings in shares of Equifax by 5.1% in the 1st quarter. Ballentine Partners LLC now owns 1,038 shares of the credit services provider’s stock valued at $278,000 after purchasing an additional 50 shares in the last quarter. Finally, Global Assets Advisory LLC bought a new stake in shares of Equifax in the 1st quarter valued at about $4,743,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Equifax news, EVP Carla Chaney sold 3,000 shares of Equifax stock in a transaction on Wednesday, August 7th. The shares were sold at an average price of $281.85, for a total value of $845,550.00. Following the sale, the executive vice president now directly owns 10,875 shares in the company, valued at approximately $3,065,118.75. The trade was a 0.00 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.57% of the company’s stock.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 13th. Stockholders of record on Tuesday, September 3rd were given a dividend of $0.39 per share. The ex-dividend date was Tuesday, September 3rd. This represents a $1.56 annualized dividend and a dividend yield of 0.57%. Equifax’s payout ratio is 34.74%.

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.