With a market capitalization of $23.6 billion, Equifax Inc. (EFX) is a global data, analytics and technology company that provides information solutions to businesses, governments and consumers in the Workforce Solutions, US Information Solutions and international segments. It operates in several countries around the world and offers services such as credit reporting and scoring, identity verification, fraud prevention, workforce verification, and human resources process automation.
Shares of the credit reporting company have underperformed the broader market over the past 52 weeks. EFX shares have declined 21.4% over this period, while the broader S&P 500 index ($SPX) has risen 11.9%. Additionally, the company’s shares are down 10.6%, compared to SPX’s marginal decline.
Additionally, shares of the Atlanta, Georgia-based company have also lagged the State Street Industrial Select Sector SPDR ETF’s (XLI) ETF’s 26.5% return over the past 52 weeks.
Equifax shares rose 3.4% on Feb. 4 after the company reported fourth-quarter 2025 revenue of $1.55 billion, up 9% year-over-year and $30 million above the midpoint of guidance, despite weak U.S. mortgage and contracting markets. Investor confidence was further boosted by strong segment performance, including 20% growth in revenue US Mortgage Companies, 12% growth in USIS, 9% growth in Workforce Solutions and a record Vitality Index of 17%, indicating an acceleration of new product innovation.
For the fiscal year ending December 2026, analysts expect EFX’s adjusted EPS to grow 11.2% year over year to $8.51. The company’s track record of earnings surprises is promising. It beat consensus estimates over the past four quarters.
Among the 24 analysts covering the stock, the consensus rating is “Moderate Buy.” This is based on 12 “Strong Buy” ratings, three “Moderate Buys” and nine “Holds.”
On February 5, BMO Capital lowered Equifax’s price target to $195 and maintained a “Market Perform” rating.
The average price target of $238.50 represents a 23.8% premium to current EFX levels. The Street’s high price target of $293 implies a potential upside of 52% from the current price.
As of the date of publication, Sohini Mondal had no (directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are for informational purposes only. This article was originally published on Barchart.com