Equifax, IncNYSE: EFX
Industrials · Research & Consulting Services
$173.83
-0.06%
Vol: 737K
Research Digest
Friday, May 1, 2026
Equifax beats Q1 guidance with record revenue of $1.649B, EPS up 34%
Equifax reported strong Q1 2026 results with net revenue of $1.649B, up 14% YoY, beating February guidance by $37M. Net income was $171.5M, up 29%, with diluted EPS of $1.42, up 34% vs prior year. Diversified markets grew 8% and Workforce Solutions delivered 10% growth. UBS lowered price target to $220 from $245 on April 23, though analyst on April 24 reiterated Buy with $265 target on structural growth tailwinds.
Previous Market Intelligence
13 daysApr 30Equifax reported record Q1 2026 revenue of $1.649B, up 14%, with EPS of $1.42 beating estimates by 34% and returning $327M to shareholders.Positive▶
Equifax delivered strong Q1 2026 results with record first quarter revenue of $1.649 billion, up 14% with 13% local currency growth and $37 million above guidance midpoint. Net income increased 29% to $171.5 million and diluted EPS of $1.42, up 34% from $1.06 prior year. Workforce Solutions grew 10% revenue and USIS delivered 21% revenue growth with 60% mortgage revenue growth. The company returned $327 million in cash to shareholders including $260 million in buybacks.
Apr 29Equifax Q1 2026 revenue beats at $1.649B (+14% YoY) with EPS of $1.86, raising full-year guidance on strong mortgage growthPositive▶
Equifax reported first quarter 2026 revenue of $1.649 billion, up 14% with 13% local currency growth and $37M above February guidance midpoint. Net income increased 29% to $171.5M and diluted EPS rose 34% to $1.42. Strong 38% U.S. Mortgage revenue growth was driven by higher mortgage activity before rates increased. The company raised full-year guidance. Strategic partnership with Ataeva launches AI-powered spend and yield tools for financial institutions.
Apr 16Equifax Q1 2026 earnings April 21; UBS cuts PT to $220; Market Pulse Index 61.6 reflects consumer financial health stabilization.Positive▶
Equifax will report first-quarter 2026 financial results on April 21, 2026, with FY 2026 guidance of 8.30-8.70 EPS and Q1 2026 guidance of 1.63-1.73 EPS. UBS Group cut the price target to $220 from $230 but maintained a Buy rating. The company's Q4 2025 Market Pulse Index held steady at 61.6, signaling stabilization of overall U.S. consumer financial health, though it highlights growing divergence across age groups with rising affordability concerns and increased credit use for basic needs. Equifax launched The Work Number Record Indicator for auto and personal loans on April 14, integrating employment and income checks. Q4 2025 EPS of $2.09 beat estimates of $2.05, and the board approved a 12% dividend increase in February 2026. Analysts' average 12-month price target is $252.75.
Apr 15Equifax Q1 2026 earnings scheduled for April 21; stock down 1.35% at $178.67 with analysts seeing 38.58% upside.Neutral▶
Equifax will release Q1 2026 financial results on April 21. Q4 2025 EPS of $2.09 beat estimates by 1.95%. Board approved a 12% increase in quarterly cash dividend. David Smith named President of U.S. Information Solutions. 17 analysts rate it Buy with $252.75 price target. RBC Capital and Oppenheimer maintain Buy.
Apr 14Equifax to report Q1 2026 earnings April 21; stock down 1.35% on governance concerns and consumer divergence.Mixed▶
Equifax Q1 2026 results April 21 at 6:30 AM ET. Q4 2025 Market Pulse Index steady at 61.6 but highlighting growing financial divergence among consumers. Barclays downgraded to Hold April 10 while RBC Capital and Oppenheimer maintain Buy. Stock at $178.67 with 1-year target $235.55.
Apr 13Equifax Market Pulse Index holds steady at 61.6 as Q1 2026 earnings scheduled for April 21; faces governance challenges.Neutral▶
Equifax released Q4 2025 Market Pulse Index at 61.6 (unchanged), signaling consumer financial health stabilization. Q1 2026 earnings April 21. Barclays Hold (April 10); RBC Capital Buy; Oppenheimer Buy. Consensus Buy with PT $252.75.
Apr 10Equifax Q4 2025 beats guidance; Q1 2026 earnings April 21Neutral▶
Q4 EPS $2.09 vs $2.05 forecast, revenue $1.55B. 12% dividend increase approved. Q1 earnings April 21.
Apr 9Equifax Q1 2026 earnings scheduled for April 21 with 12% dividend increasePositive▶
Equifax announced its Q1 2026 earnings will be released on April 21, 2026 at 6:30 a.m. ET with conference call at 8:30 a.m. ET. Analysts expect adjusted EPS of $1.69, indicating 10.5% YoY growth. The board approved a 12% increase in quarterly cash dividend, and Equifax has paid cash dividends for over 100 consecutive years. The company appointed David Smith as President of U.S. Information Solutions effective March 2, 2026.
Apr 8Equifax Market Pulse Index holds steady at 61.6; Q1 earnings April 21 with 10.5% EPS growth expected.Neutral▶
Equifax released Q4 Market Pulse Index at 61.6. Q1 earnings April 21 with EPS estimate $1.69 (+10.5% YoY). Named David Smith President US Information Solutions. Board approved 12% dividend increase.
Apr 7Equifax Board Approves 12% Dividend Increase; David Smith Named USIS PresidentNeutral▶
Equifax approved a 12% quarterly cash dividend increase effective March 2026. David Smith was appointed President of U.S. Information Solutions. The company faces regulatory and competitive pressures but maintains analyst confidence with 17 analysts averaging a 'Buy' rating and $252.75 price target.
Apr 6Equifax releases 2025 Security Annual Report detailing AI security strategies amid 22.7% stock decline.Neutral▶
Equifax released its 2025 Security Annual Report in March 2026, highlighting the company's AI integration in cybersecurity defenses and building guardrails for generative AI tools. The company also launched a free app to help consumers find missing paperwork for the FCA's redress scheme. However, Equifax has faced significant headwinds with a 22.7% stock decline since October 2025 due to falling operating margins and slow EPS growth. Stock currently trades at $182.39 USD with 16 analysts recommending a buy rating overall.
Apr 3Equifax releases 2025 Security Annual Report; Board approves 12% dividend increase.Positive▶
Equifax released its 2025 Security Annual Report highlighting AI-powered cybersecurity advances, including an AI triage agent resolving nearly 50% of SOC tickets. Board approved 12% dividend increase to $0.56. David Smith named President of U.S. Information Solutions. Trading at $172.55 with target of $237.35.
Apr 2Equifax Board approves 12% dividend increase and names David Smith as USIS president; company guides 2026 revenue growth to $6.7B (+10.6%).Positive▶
Equifax's Board of Directors approved a 12% increase in the quarterly cash dividend on February 25, 2026. The company appointed David Smith as President of U.S. Information Solutions (USIS) effective March 2, 2026. Equifax projects 2026 revenue of $6.7 billion (10.6% growth) and EPS of $8.50 (11% increase), despite anticipated U.S. mortgage market decline and international weaknesses. On March 23, Equifax launched a free app to help consumers with the FCA redress scheme, and released its 2025 Security Annual Report on March 18. The stock currently trades at $180.05 USD (up 0.44% in 24 hours) with a 12-month average price target of $237.35. 16 analysts recommend buying the stock with no sell recommendations.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VRSKVERISK | $181.57 | -1.59% | -0.1% | 21.4x | — | $24.2B |
| EFXEQUIFAX | $173.83 | -0.06% | -4.5% | 16.9x | 1.56 | $21.0B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| GEVGE | $1,064.74 | -1.73% | +20.7% | 44.2x | 1.20 | $291.1B |
| RTXRTX | $174.46 | -0.91% | -11.3% | 23.3x | 0.43 | $237.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.