Equifax Inc.

🇺🇸New York Stock Exchange
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Equifax Inc. stock analysis EFX overview
Somewhat Bullish +50

Equifax Announces Earnings Release Date and Conference Call for First Quarter 2026 Results

📅 Equifax is preparing to release its fiscal Q1 2026 earnings results and schedule a conference call soon.

📊 Analysts expect adjusted EPS of $1.69, representing a 10.5% increase from the previous year's $1.53.

🚀 The company has exceeded Wall Street bottom-line estimates for four consecutive quarters.

📈 For fiscal 2026, analysts project adjusted EPS of $8.61, a 12.6% rise from fiscal 2025's $7.65.

🔮 Adjusted EPS is anticipated to grow 19.6% year-over-year to $10.30 in fiscal 2027.

📉 Equifax shares have dropped 26.3% over the last 52 weeks, significantly underperforming the S&P 500 and XLI ETF.

⬆️ Stock rose 3.4% on Feb. 4 following Q4 2025 results that showed $1.55 billion revenue, up 9% year-over-year.

📦 Revenue growth was driven by strong performance in U.S. Mortgage (+20%), USIS (+12%), Workforce Solutions (+9%), and a record Vitality Index of 17%.

⚖️ Analyst consensus is "Moderate Buy," with 12 out of 25 analysts rating it as "Strong Buy."

🎯 The average price target stands at $235.57, implying potential upside of 29.2% from current levels.

🌍 Equifax operates through three main segments: Workforce Solutions, U.S. Information Solutions, and International.

💰 Market cap is estimated at $22 billion.

🛡️ Services include credit analytics, identity verification, and employment automation across multiple countries.

⚠️ Recent stock performance faced headwinds including weak U.S. hiring and mortgage markets despite strong segment growth.

📰 All information provided in the article is for informational purposes and not financial advice.

Bullish Signals
  • Analysts expect Equifax's adjusted EPS for fiscal Q1 2026 to reach $1.69, representing a 10.5% increase from the year-ago quarter of $1.53.
  • Equifax has surpassed Wall Street's bottom-line estimates in the past four consecutive quarters, demonstrating consistent performance above expectations.
  • Full-year fiscal 2026 adjusted EPS is projected to grow 12.6% to $8.61 compared to $7.65 in fiscal 2025.
  • Looking further out, analysts anticipate adjusted EPS will increase 19.6% year-over-year to $10.30 in fiscal 2027.
  • Equifax shares gained 3.4% on Feb. 4 following Q4 2025 revenue of $1.55 billion, which was up 9% year-over-year and $30 million above the midpoint of guidance.
  • Strong segment performance was highlighted, with U.S. Mortgage revenue growing 20%, USIS rising 12%, Workforce Solutions advancing 9%, and Vitality Index hitting a record 17%.
  • Analyst consensus rating is "Moderate Buy," with 12 out of 25 analysts assigning a "Strong Buy" rating to Equifax stock.
  • The average analyst price target of $235.57 suggests a potential upside of 29.2% from current levels.
Risk Factors
  • Shares of Equifax have decreased 26.3% over the past 52 weeks, significantly lagging behind the S&P 500 Index's nearly 22% gain and the State Street Industrial Select Sector SPDR ETF's (XLI) 23.1% return over the same period.
  • Analyst consensus rating is cautious with only 17 out of 25 analysts rating the stock as 'Strong Buy' or 'Moderate Buy,' while 10 give it a 'Hold' rating.
  • Despite recent Q4 2025 revenue beats, the broader context mentions Tesla Stock Keeping Falling and Iran War/Inflation Reading as key market threats that could negatively impact Equifax.
Full Analysis
Equifax Inc. (EFX), a global data and analytics firm with a market capitalization of $22 billion, has set a date to announce its fiscal first quarter 2026 earnings results. The company, headquartered in Atlanta, Georgia, operates through segments including Workforce Solutions, U.S. Information Solutions, and International, offering credit analytics, identity verification, and HR automation services worldwide. Ahead of the Q1 2026 report, analysts anticipate an adjusted earnings per share (EPS) of $1.69, representing a 10.5% increase from the $1.53 reported in the year-ago quarter, following four consecutive quarters where Equifax has exceeded Wall Street's bottom-line estimates. Looking further ahead, market expectations for Equifax's fiscal performance show strong projected growth, with analysts expecting adjusted EPS of $8.61 for fiscal 2026, up 12.6% from the $7.65 reported in fiscal 2025. This trend is expected to continue into fiscal 2027, where adjusted EPS could reach $10.30, marking a 19.6% year-over-year increase. The company's stock performance has been mixed over the past year; shares have declined by 26.3% over the last 52 weeks, significantly lagging behind the S&P 500 Index’s nearly 22% gain and the State Street Industrial Select Sector SPDR ETF’s 23.1% return during the same period. Investor sentiment was recently bolstered by a 3.4% rise in shares on February 4 following the Q4 2025 earnings report, which showed revenue of $1.55 billion—a 9% year-over-year increase that surpassed guidance estimates despite challenges in the U.S. hiring and mortgage markets. Specific segments demonstrated resilience with 20% growth in U.S. Mortgage revenue, 12% growth in USIS, 9% growth in Workforce Solutions, and a record Vitality Index of 17%. Currently, Equifax holds a "Moderate Buy" consensus rating from 25 analysts, divided between 12 "Strong Buys," three "Moderate Buys," and 10 "Holds," with an average price target of $235.57 implying potential upside of 29.2% from current levels. The article concludes by noting the publication date disclaimer regarding author positions in securities and credits the original source as Barchart.com.