Stifel Cuts Equifax (EFX) Price Target to $217
Key Points
- Stifel maintained its Buy rating on Equifax Inc. on October 21, 2026, and lowered its price target to $217 from $235.
- Stifel's $217 price target implies 23.38% upside from Equifax Inc.'s ($EFX) current $175.88 share price.
- Equifax recently traded around $175.88, sitting above its 50-day moving average.
- Several insiders sold shares earlier in the year, including four recorded transactions between May and September 2026.
Since the rating, $EFX is up 5.2% to date (from the $175.57 close on Oct 21, 2026).
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Stifel kept its Buy rating on Equifax Inc. NYSE:EFX on October 21, 2026, while lowering its price target from $235.00 to $217.00. The research note outlines the firm's forward-looking outlook on the data and analytics company.
EFX
Equifax Inc.
Stifel's Call on Equifax Inc.
On October 21, 2026, Stifel reaffirmed a Buy rating on Equifax shares while cutting its price target to $217.00 from $235.00.
Other Institutional Activity in Equifax Inc.
Harris Associates L.P. reduced its holdings by 82,070 shares, ending with 7,447,263 shares worth about $1,390,888,069.00. Capital International Investors grew its holdings by 1,510,145 shares, ending with 5,187,147 shares worth about $968,777,506.00. Soroban Capital Partners LP grew its holdings by 226,382 shares, ending with 4,410,883 shares worth about $823,798,560.00. Massachusetts Financial Services Co. reduced its holdings by 830,486 shares, ending with 3,869,490 shares worth about $722,685,297.00. Brown Advisory Inc. reduced its holdings by 360,872 shares, ending with 3,287,984 shares worth about $614,080,329.00.
Equifax Inc. Stock Up 0.2%
Equifax recently traded around $175.88 as of October 22, 2026, compared to an event close of $175.57 on October 21, 2026. The stock trades above its 50-day moving average of $166.89.
$EFX price target
Equifax Inc. daily closes and this analyst's $217 target. Not advice.
Recent Earnings
Equifax reported trailing-twelve-month revenue of $6,592,099,840.00 and basic earnings per share of $6.18. The company's next earnings report is scheduled for February 3, 2027.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 8.3%. Revenue beat estimates by 1.0%.
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Profit surprise
EBITDA met by 2 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 target cuts.
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Earnings quality
Gross margin down 1.0 points. Operating margin up 1.1 points. Positive free cash flow.
Earnings Call Summary
Equifax had a strong first quarter with revenue of $1.649 billion up 14 percent and earnings per share of $1.86 up 22 percent, both ahead of expectations. The big driver was U.S. mortgage revenue which jumped 38 percent, boosted by new Work Number Indicator products and strong mortgage activity in February before interest rates rose. Management is excited about their artificial intelligence driven products and record numbers of pending patents, but they are holding full year guidance steady due to concerns about the Iran conflict and rising interest rates dampening mortgage demand over the rest of the year.
Guidance Equifax reaffirmed its full year 2026 guidance of about $6.745 billion in revenue and $8.54 in earnings per share despite strong first quarter results. Management kept guidance steady because of economic uncertainty tied to the Iran conflict and interest rate volatility, which pressured mortgage volumes in March and April. They still expect mortgage revenue to grow over 20 percent for the full year and diversified markets to grow in the high single digits.
Very weak report. The release materially worsened the forward outlook.
Dividend
Equifax pays an annual dividend rate of $2.24 per share, translating to a dividend yield of 1.28%.
Insider Buying and Selling at Equifax Inc.
Chief Operating Officer John W Gamble Jr sold 3,500 shares at an average price of $176.54 for a total value of $617,890.00 on May 1, 2026. Officer Chad M Borton sold 2,455 shares at $173.89 each, totaling $426,900.00 on May 7, 2026. Chief Executive Officer Mark W. Begor sold 37,791 shares valued at $6,506,255.00 on July 24, 2026. Finally, John W Gamble Jr sold another 4,500 shares at $187.96 for $845,820.00 on September 3, 2026.
Analysts Set New Price Targets
Oppenheimer downgraded the stock to Perform on October 16, 2026. Mizuho maintained an Outperform rating and lowered its target to $185.00 from $210.00 on October 19, 2026. BMO Capital kept a Market Perform rating and raised its target to $175.00 from $160.00 on October 21, 2026. Stifel maintained its Buy rating and cut its target to $217.00 from $235.00 on October 21, 2026. Needham maintained a Buy rating and raised its target to $210.00 from $190.00 on October 21, 2026.
About Equifax Inc.
Equifax provides data, analytics, and technology services across workforce solutions, consumer information, and international markets.
Bottom Line
Investors will look toward the company's next earnings release on February 3, 2027, for further updates on financial performance and segment growth.
Related Filing Alerts
Source: Stifel's rating change on $EFX (Oct 21, 2026). Written by software, not financial advice. How we make alerts