Equifax Inc.

(New York Stock Exchange)
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Neutral +10

Equifax (EFX) Projected to Post Earnings on Tuesday - American Market News

AI-generated analysis

πŸ“… Equifax will release Q2 2026 earnings on Tuesday, July 21st, with analysts expecting $2.21 EPS and $1.6968 billion in revenue.

πŸ“ˆ The company previously beat Q1 estimates with $1.86 EPS and reported a 14.3% year-over-year revenue increase to $1.65 billion.

πŸ’° Equifax posted a return on equity of 20.41% and a net margin of 11.12% in the first quarter of fiscal 2026.

πŸ“‰ Shares are currently priced at $172.62, trading below the 200-day moving average of $185.33.

🏦 Hedge funds and institutional investors own 96.20% of the company's outstanding stock.

πŸ“‰ Ameriflex Group Inc. significantly increased its stake by 612.5% in the fourth quarter, now holding 114 shares.

πŸ“‰ Bank of America lowered its price target from $250 to $225 while maintaining a buy rating.

πŸ“‰ Mizuho cut its price objective from $222 to $210 but retained an outperform rating.

πŸ“‰ CEO Mark W. Begor sold 37,791 shares in April under a pre-arranged Rule 10b5-1 trading plan.

πŸ“‰ EVP Chad M. Borton sold 2,455 shares in May, reducing his direct ownership by 7.68%.

πŸ“Š The consensus analyst price target is $223.39 with a moderate buy rating from MarketBeat.

🏒 Equifax operates as one of the three major consumer credit reporting agencies in the United States.

Bullish Signals
  • Equifax reported Q1 revenue growth of 14.3% year-over-year, reaching $1.65 billion.
  • The company achieved a return on equity of 20.41% and a net margin of 11.12% in the most recent quarter.
  • Institutional ownership remains high at 96.20%, indicating strong investor confidence in the business model.
  • Ameriflex Group Inc. increased its position by 612.5% in the fourth quarter, signaling institutional accumulation.
Risk Factors
  • Equifax stock is trading below its 200-day moving average of $185.33 at a price of $172.62.
  • Multiple major analysts recently lowered their price targets, including Bank of America ($250 to $225) and Mizuho ($222 to $210).
  • CEO Mark W. Begor sold 37,791 shares in April, representing a 12.21% decrease in his personal ownership stake.
  • BNP Paribas Exane downgraded its target price to $185 and assigned a neutral rating on June 18th.
Full Analysis
Equifax (NYSE: EFX) is scheduled to announce its Q2 2026 earnings results before the market opens on Tuesday, July 21st. Analysts project earnings per share of $2.21 and revenue of $1.6968 billion. The company has provided guidance for Q2 EPS between $2.15 and $2.25, with full-year 2026 EPS expectations ranging from $8.34 to $8.74. A conference call is set for Tuesday at 8:30 AM ET. The credit services provider recently reported Q1 2026 results on April 21st, beating consensus estimates with $1.86 EPS against a target of $1.69. Revenue reached $1.65 billion, representing a 14.3% year-over-year increase compared to the prior year's $1.53 billion. The company demonstrated strong profitability with a return on equity of 20.41% and a net margin of 11.12% during the quarter. Equifax stock currently trades at $172.62, trading below its 200-day moving average of $185.33 but above its 50-day moving average of $164.93. The company maintains a market capitalization of $20.55 billion with a P/E ratio of 30.39. Recent analyst activity shows mixed sentiment, with price targets lowered by Bank of America and Mizuho, while UBS Group restated a buy rating at $220.