Argus Research Rates Equifax (EFX) Buy

On October 22, 2026, Argus Research issued a Buy rating on Equifax Inc. ticker EFX. The research note from Argus Research provides a forward-looking opinion on the data and analytics provider. Equifax shares closed at $186.76 on the day of the rating change.

EFX Equifax Inc.

$184.79 ▼ -12.88% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Argus Research's Call on Equifax Inc.

Argus Research assigned a Buy rating to Equifax on October 22, 2026. The firm issued its view as part of its regular research coverage on the data analytics firm.

Other Institutional Activity in Equifax Inc.

Large investors adjusted their positions in Equifax ahead of the recent updates. Harris Associates L.P. cut its holdings by 82,070 shares to end with 7,447,263 shares worth about $1.39 billion. Capital International Investors grew its stake by 1,510,145 shares, bringing its total to 5,187,147 shares valued at roughly $968.8 million. Soroban Capital Partners LP added 226,382 shares for a final count of 4,410,883 shares worth about $823.8 million. Massachusetts Financial Services Co. trimmed 830,486 shares, holding 3,869,490 shares worth about $722.7 million. Brown Advisory Inc. shed 360,872 shares to finish with 3,287,984 shares valued at roughly $614.1 million.

Equifax Inc. Stock Up 0.2%

Equifax recently traded around $175.88 as of October 22, 2026, sitting below its session close of $186.76. The stock trades above its 50-day moving average while staying below its 200-day moving average.

Recent Earnings

Equifax posted trailing-twelve-month revenue of $6.59 billion alongside earnings of $6.18 per share. The company reported a net profit margin of 11.3% and a return on equity of 15.4%. Revenue grew 9.6% year-over-year. The company's next earnings report is scheduled for February 3, 2027.

Dividend

Equifax pays an annual dividend rate of $2.24 per share, giving it a dividend yield of 1.28%. The payout ratio stands at 35.3% of earnings.

Insider Buying and Selling at Equifax Inc.

Company insiders completed several transactions in the months leading up to the analyst note. Chief Operating Officer John W Gamble Jr sold 3,500 shares on May 1, 2026, at $176.54 per share for a total of $617,890. Officer Chad M Borton sold 2,455 shares on May 7, 2026, at $173.89 per share totaling $426,900. Chief Executive Officer Mark W. Begor sold 37,791 shares on July 24, 2026, valued at $6,506,255. Later, on September 3, 2026, John W Gamble Jr sold an additional 4,500 shares at $187.96 per share for $845,820.

Analysts Set New Price Targets

Wall Street firms updated their views on Equifax ahead of the Argus note. Mizuho maintained an Outperform rating on October 19, 2026, and lowered its price target to $185.00 from $210.00. BMO Capital maintained a Market Perform rating on October 21, 2026, raising its target to $175.00 from $160.00. Stifel maintained a Buy rating on October 21, 2026, reducing its target to $217.00 from $235.00. Needham maintained a Buy rating on October 21, 2026, lifting its target to $210.00 from $190.00. Across the broader analyst community, the stock carries a consensus buy recommendation from 20 analysts with a mean price target of $198.40.

About Equifax Inc.

Headquartered in Atlanta, Georgia, Equifax operates as a global data, analytics, and technology provider. The firm supports financial institutions, businesses, and consumers through three distinct operating units: Workforce Solutions, U.S. Information Solutions, and International. Its data services help power credit reporting and commercial risk assessments worldwide.

Bottom Line

Investors will look toward Equifax's upcoming earnings release on February 3, 2027, for further indicators of business performance. Market participants should monitor subsequent institutional filings and analyst notes for additional updates on the stock.