EFX EQUIFAX INC

NEUTRAL Impact: 4/10 GOVT-CONTRACT
Horizon months Filed Jun 1, 2026 Processed 6d 17h ago
Large government contract award ($500M+)

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Executive Summary

Equifax Workforce Solutions LLC, a subsidiary of Equifax Inc., received a $55 million task order from the Social Security Administration for the Payroll Information Exchange (PIE) for one year starting June 2026. This is a material contract award for Equifax's verification services business, representing roughly 0.3% of annual revenue, but it reinforces a key government relationship.

Actionable Insight

This is a routine renewal of a government verification contract. The award is small relative to Equifax's total revenue but signals continued government demand for employment/income verification services. Monitor for future task orders under this IDIQ vehicle, which could expand the relationship.

Key Facts

  • Award amount: $55,000,000 (rounded) from the Social Security Administration
  • Contract type: task order for the Payroll Information Exchange (PIE)
  • Performance period: June 1, 2026 through May 31, 2027
  • Recipient: Equifax Workforce Solutions LLC, a subsidiary of Equifax Inc.
  • Award represents approximately 0.3% of Equifax's annual revenue (based on ~$5.5B revenue)

Financial Impact

$55 million task order, roughly 0.3% of annual revenue

revenuebacklog

Risk Factors

  • Government funding risk under continuing resolutions or sequestration
  • Contract is only for one year with no stated renewal options
  • Low margin profile typical of government verification contracts

Market Snapshot

Exchange
NYSE
Sector
Services-Consumer Credit Reporting, Collection Agencies
Analyst Consensus
67% bullish (30 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-28321326FDS030081
17 reports for EFX
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+60▲ +16.01%Mar 5, 2026
Filters
Rows
Reports for EFX — sortable, filterable
Type Now
Jun 2, 2026
5d ago
Court Ruling
NEUTRAL ★ 1/10
$175.49 $169.57▼ −3.37%▼ −2.68%$172.13 (−1.91%)
Jun 1, 2026
6d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
awaiting T+1
May 27, 2026
11d ago
Court Ruling
BULLISH ★ 5/10
$163.56 $163.31▼ −0.15%▼ −0.70%$172.13 (+5.24%)
May 26, 2026
11d ago
Press Release
BEARISH ★ 6/10
awaiting T+1
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$173.76 $172.10▼ −0.96%▼ −0.61%$172.13 (−0.94%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$173.76 $172.10▼ −0.96%▼ −0.61%$172.13 (−0.94%)
Apr 21, 2026
6w ago
S-3ASR
NEUTRAL ★ 3/10
$177.90 $174.07▼ −2.15%▼ −1.76%$172.13 (−3.24%)
Apr 21, 2026
6w ago
8-K
BULLISH ★ 7/10
$192.43 $177.90▼ −7.55%▼ −8.57%$172.13 (−10.55%)
Apr 8, 2026
8w ago
Court Ruling
BULLISH ★ 5/10
$183.47 $181.83▼ −0.89%▼ −1.47%$172.13 (−6.18%)
Mar 30, 2026
9w ago
Court Ruling
NEUTRAL ★ 3/10
$177.40 $180.00▲ +1.47%▼ −1.43%$172.13 (−2.97%)
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (9h 42m)

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