Needham & Company LLC Predicts Reduced Earnings for Equifax

Equifax Inc. (NYSE:EFX) – Equities research analysts at Needham & Company LLC dropped their Q3 2025 earnings per share estimates for shares of Equifax in a research report issued on Thursday, February 6th. Needham & Company LLC analyst K. Peterson now anticipates that the credit services provider will post earnings per share of $2.11 for the quarter, down from their prior forecast of $2.17. Needham & Company LLC has a “Buy” rating and a $300.00 price objective on the stock. The consensus estimate for Equifax’s current full-year earnings is $7.45 per share. Needham & Company LLC also issued estimates for Equifax’s Q4 2025 earnings at $2.16 EPS.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Thursday, February 6th. The credit services provider reported $2.12 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.12. Equifax had a net margin of 10.63% and a return on equity of 19.13%.

Other equities research analysts have also recently issued research reports about the stock. BNP Paribas upgraded shares of Equifax from a “neutral” rating to an “outperform” rating and set a $305.00 target price for the company in a research note on Monday, December 16th. Robert W. Baird lifted their price objective on Equifax from $290.00 to $333.00 and gave the stock an “outperform” rating in a report on Friday, October 18th. UBS Group lowered their price objective on Equifax from $335.00 to $310.00 and set a “buy” rating on the stock in a research report on Friday, February 7th. Argus cut Equifax from a “buy” rating to a “hold” rating in a research report on Tuesday. Finally, Jefferies Financial Group lowered their price target on shares of Equifax from $340.00 to $300.00 and set a “buy” rating on the stock in a report on Wednesday, January 15th. Three research analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $301.69.

Equifax Stock Performance

NYSE EFX opened at $253.16 on Monday. The company’s fifty day moving average is $260.86 and its two-hundred day moving average is $274.69. Equifax has a 52-week low of $213.02 and a 52-week high of $309.63. The company has a debt-to-equity ratio of 0.90, a current ratio of 0.75 and a quick ratio of 0.88. The firm has a market capitalization of $31.38 billion, a price-to-earnings ratio of 52.41, a P/E/G ratio of 3.00 and a beta of 1.58.

Institutional Trading of Equifax

Hedge funds and other institutional investors have recently modified their holdings of the stock. Greenleaf Trust boosted its position in Equifax by 2.2% in the 4th quarter. Greenleaf Trust now owns 1,702 shares of the credit services provider’s stock valued at $434,000 after buying an additional 37 shares during the last quarter. Inspire Investing LLC increased its position in Equifax by 4.2% in the fourth quarter. Inspire Investing LLC now owns 1,012 shares of the credit services provider’s stock worth $258,000 after purchasing an additional 41 shares during the period. Dorsey & Whitney Trust CO LLC lifted its position in Equifax by 5.6% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 817 shares of the credit services provider’s stock valued at $208,000 after purchasing an additional 43 shares during the period. Cromwell Holdings LLC boosted its stake in shares of Equifax by 13.5% in the 3rd quarter. Cromwell Holdings LLC now owns 371 shares of the credit services provider’s stock valued at $109,000 after purchasing an additional 44 shares during the last quarter. Finally, Howard Capital Management Inc. raised its stake in shares of Equifax by 5.4% during the fourth quarter. Howard Capital Management Inc. now owns 879 shares of the credit services provider’s stock worth $224,000 after buying an additional 45 shares during the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Transactions at Equifax

In other Equifax news, EVP Lisa M. Nelson sold 551 shares of the business’s stock in a transaction dated Tuesday, November 26th. The shares were sold at an average price of $260.39, for a total value of $143,474.89. Following the completion of the transaction, the executive vice president now directly owns 11,697 shares of the company’s stock, valued at approximately $3,045,781.83. The trade was a 4.50 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.57% of the stock is owned by company insiders.

Equifax Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Friday, February 21st will be paid a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a dividend yield of 0.62%. The ex-dividend date of this dividend is Friday, February 21st. Equifax’s dividend payout ratio (DPR) is currently 32.30%.

About Equifax

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.