EFX

EQUIFAX INC

NYSE · Services-Consumer Credit Reporting, Collection Agencies · Inc. GA · CIK 0000033185
$172.13 +0.67% $20.5B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$20.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders10 funds
Inst. Value$5.2B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 8S
Insider Net $-$4.2M
SEC Reports15
Press Releases2
Congressional1 trades
Exchange NYSE·Sector Services-Consumer Credit Reporting, Collection Agencies·Inc. GA·CIK 0000033185·Prev Close $170.99

Recent Activity

Jun 3, 2026 SEC
A pro se plaintiff's FCRA, FDCPA, and negligence claims against Equifax Information Services, LLC were dismissed by the
COURT-RULING — Impact 1/10
Jun 3, 2026 short_volume
Short Volume: EFX — 62.3% short (0.4M / 0.6M)
Short: 374,487 | Exempt: 173 | TRF Vol: 601,358 | Short Ratio: 62.3% | Off-exchange volume (dark poo
Jun 2, 2026 Event
Jream David Boyer v. Equifax Information Services, LLC
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-01108
May 31, 2026 SEC
Equifax Workforce Solutions LLC, a subsidiary of Equifax Inc., received a $55 million task order from the Social Securit
GOVT-CONTRACT — Impact 4/10
May 28, 2026 SEC
The Court granted the parties' consent motion to dismiss with prejudice all individual FCRA claims against Equifax Infor
COURT-RULING — Impact 5/10
May 7, 2026 Insider
Borton Chad M sold 2,455 shares
EVP, Pres Workforce Solutions @ $173.89 ($426.9K)
May 7, 2026 Insider
Larson Barbara A sold 1,253 shares
Director @ $175.62 ($220.1K)
May 7, 2026 Insider
HOUGH G. THOMAS sold 1,253 shares
Director @ $175.62 ($220.1K)

Price Targets

$223.24 +29.7% upside Strong Buy
Current $172.13 Low $195.00 Median $224.00 High $265.00 21 analysts
$195.00 $265.00

Analyst Ratings

Buy67% buy · 30 analysts
8Strong Buy
12Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 27, 2026 Needham REITERATE Buy → Buy
Apr 23, 2026 UBS MAINTAIN Buy → Buy
Apr 22, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 22, 2026 Baird MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.20 ▼ -1.0% $2.15 — $2.25 10% YoY 19
Next Q $2.27 ▼ -1.2% $2.19 — $2.37 11% YoY 19
Current FY $8.60 $8.19 — $8.82 12% YoY 24
Next FY $10.28 $9.69 — $11.35 19% YoY 24

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.2B
MORGAN STANLEY$921.8MTRIM
BANK OF AMERICA CORP$334.9MADD
NORGES BANK$275.6MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$195.5MNEW

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026Borton ChadSELL$426.9K
May 7, 2026Larson BarbaraA$220.1K
May 7, 2026HOUGH G.A$220.1K
May 7, 2026FEIDLER MARKA$220.1K
May 7, 2026Fichuk KarenA$220.1K

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
10 institutional holders with $5.2B total value (24,114,306 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC14,965,462$3.2B62.1%
2MORGAN STANLEY4,248,361$921.8M17.6%TRIM -34.9%
3BANK OF AMERICA CORP /DE/1,543,578$334.9M6.4%ADD +98.9%
4NORGES BANK1,270,323$275.6M5.3%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC900,869$195.5M3.7%NEW
6WELLS FARGO & COMPANY/MN616,336$133.7M2.6%
7TWO SIGMA INVESTMENTS, LP304,301$66.0M1.3%DOUBLED +2013.5%
8FMR LLC235,997$51.2M1.0%NEAR_EXIT -87.0%
9Hillman Capital Management, Inc.11,079$2.4M0.0%
10Olstein Capital Management, L.P.18,000$3.9K0.0%ADD +62.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD775,8661,543,578+98.9%$334.9M2025-Q4
NORGES BANKNEW1,270,323$275.6M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED14,398304,301+2013.5%$66.0M2025-Q4
FMR LLCNEAR_EXIT1,815,804235,997-87.0%$51.2M2025-Q4
FMR LLCTRIM3,027,0651,815,804-40.0%$465.8M2025-Q3
BANK OF AMERICA CORP /DE/ADD539,844775,866+43.7%$199.0M2025-Q3
UBS Group AGADD361,447643,321+78.0%$165.0M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT228,21914,398-93.7%$3.7M2025-Q3
NORGES BANKEXIT1,289,7450-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT85,9950-100.0%$0.002025-Q3
NORGES BANKNEW1,289,745$334.5M2025-Q2
BANK OF AMERICA CORP /DE/TRIM826,125539,844-34.7%$140.0M2025-Q2
UBS Group AGTRIM609,282361,447-40.7%$93.7M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM520,577228,219-56.2%$59.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM151,09585,995-43.1%$22.3M2025-Q2
UBS Group AGADD461,634609,282+32.0%$148.4M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED126,877520,577+310.3%$126.8M2025-Q1
CITADEL ADVISORS LLCTRIM292,579184,311-37.0%$44.9M2025-Q1
NORGES BANKEXIT1,296,4490-100.0%$0.002025-Q1
NORGES BANKADD1,022,1191,296,449+26.8%$330.4M2024-Q4
UBS Group AGDOUBLED192,527461,634+139.8%$117.6M2024-Q4
CITADEL ADVISORS LLCTRIM531,844292,579-45.0%$74.6M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW145,195$37.0M2024-Q4
Olstein Capital Management, L.P.ADD8,00013,000+62.5%$3.3K2024-Q4
MORGAN STANLEYTRIM5,099,1273,320,631-34.9%$975.8M2024-Q3
22 unique insiders with 8 transactions. Net insider value: -$4.2M ($0.00 bought, $4.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026Borton Chad MEVP, Pres Workforce SolutionsSELL2,455$173.89$426.9K
May 7, 2026Larson Barbara ADirectorA1,253$175.62$220.1K
May 7, 2026HOUGH G. THOMASDirectorA1,253$175.62$220.1K
May 7, 2026FEIDLER MARK LDirectorA1,253$175.62$220.1K
May 7, 2026Fichuk Karen LDirectorA1,253$175.62$220.1K
May 7, 2026McKinley John ADirectorA1,253$175.62$220.1K
May 7, 2026MCGREGOR SCOTT ADirectorA1,253$175.62$220.1K
May 7, 2026MARCUS ROBERT DDirectorA1,253$175.62$220.1K
May 7, 2026Smith Melissa DDirectorA1,253$175.62$220.1K
May 7, 2026TILLMAN AUDREY BDirectorA1,253$175.62$220.1K
May 6, 2026Borton Chad MEVP, Pres Workforce SolutionsF1,934$173.20$335.0K
May 1, 2026GAMBLE JOHN W JREVP, CFO & COOSELL3,500$176.54$617.9K
Apr 24, 2026Begor Mark WCEOSELL1,717$174.32$299.3K
Apr 24, 2026Begor Mark WCEOM37,791$112.46$4.2M
Apr 24, 2026Begor Mark WCEOM37,791$112.46$4.2M
Mar 31, 2026MARCUS ROBERT DDirectorA194$180.07$34.9K
Mar 2, 2026Smith David JohnEVP, Pres USISA12,979$0.00$0.00
Feb 25, 2026GAMBLE JOHN W JREVP, CFO & COOA17,963$0.00$0.00
Feb 25, 2026Schneider HaraldEVP, Chief D&A OfficerA2,994$0.00$0.00
Feb 25, 2026Walker Kathryn QEVP, Chief Mkt & Comms OfficerA1,497$0.00$0.00
Feb 25, 2026Chaney CarlaEVP, Chief HR OfficerA7,635$0.00$0.00
Feb 25, 2026Houston Julia AEVP, Chief Legal OfficerA11,152$0.00$0.00
Feb 23, 2026GAMBLE JOHN W JREVP, CFO & COOSELL4,500$195.72$880.7K
Feb 12, 2026Borton Chad MEVP, Pres Workforce SolutionsSELL2,535$191.50$485.5K
Feb 11, 2026Farshchi JamilEVP, Chief Technology OfficerSELL1,167$199.87$233.2K
Feb 10, 2026Schneider HaraldEVP, Chief D&A OfficerA1,374$0.00$0.00
Feb 10, 2026Schneider HaraldEVP, Chief D&A OfficerF929$202.71$188.3K
Feb 10, 2026Begor Mark WCEOM37,791$112.46$4.2M
Feb 10, 2026Begor Mark WCEOA33,278$0.00$0.00
Feb 10, 2026Begor Mark WCEOSELL201$197.79$39.8K
Feb 10, 2026Begor Mark WCEOF1,759$202.71$356.6K
Feb 10, 2026Begor Mark WCEOM37,791$0.00$0.00
Feb 10, 2026Remon PatricioEVP, President InternationalF320$202.71$64.9K
Feb 10, 2026Houston Julia AEVP, Chief Legal OfficerA4,119$0.00$0.00
Feb 10, 2026Houston Julia AEVP, Chief Legal OfficerF2,614$202.71$529.9K
Feb 10, 2026Bindal SunilEVP, Chief Corp Dev OfficerA2,747$0.00$0.00
Feb 10, 2026Bindal SunilEVP, Chief Corp Dev OfficerF1,727$202.71$350.1K
Feb 10, 2026Walker Kathryn QEVP, Chief Mkt & Comms OfficerF291$202.71$59.0K
Feb 10, 2026Mao CeciliaEVP, Chief Product OfficerA1,374$0.00$0.00
Feb 10, 2026Mao CeciliaEVP, Chief Product OfficerF918$202.71$186.1K
Feb 10, 2026Griggs James MSVP & Corp ControllerF327$202.71$66.3K
Feb 10, 2026GAMBLE JOHN W JREVP, CFO & COOA10,983$0.00$0.00
Feb 10, 2026GAMBLE JOHN W JREVP, CFO & COOF7,121$202.71$1.4M
Feb 10, 2026Chaney CarlaEVP, Chief HR OfficerA4,393$0.00$0.00
Feb 10, 2026Chaney CarlaEVP, Chief HR OfficerF2,788$202.71$565.2K
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerM6,213$191.44$1.2M
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerA4,667$0.00$0.00
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerF3,042$202.71$616.6K
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerSELL6,213$195.81$1.2M
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerM6,213$0.00$0.00
15 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 1 mixed, 10 neutral. Avg impact: 3.6/10.
NEUTRAL COURT-RULING 1/10
A pro se plaintiff's FCRA, FDCPA, and negligence claims against Equifax Information Services, LLC we
Jun 3, 2026
NEUTRAL GOVT-CONTRACT 4/10
Equifax Workforce Solutions LLC, a subsidiary of Equifax Inc., received a $55 million task order fro
May 31, 2026
BULLISH COURT-RULING 5/10
The Court granted the parties' consent motion to dismiss with prejudice all individual FCRA claims a
May 28, 2026
NEUTRAL CLUSTER 2/10
Two Equifax insiders sold a combined $1.04M in open-market sales over a one-week window. The CFO/COO
May 11, 2026
NEUTRAL CLUSTER 2/10
Two Equifax insiders sold shares totaling ~$1.04M over a week, but the open-market portion is only ~
May 8, 2026
NEUTRAL S-3ASR 3/10
Equifax Inc. (EFX) has filed an automatic shelf registration (S-3ASR) to offer an indeterminate amou
Apr 21, 2026
BEARISH COURT-RULING 5/10
A federal district court in Texas denied Equifax's motion to dismiss a lawsuit brought by plaintiff
Apr 21, 2026
BULLISH 8-K 7/10
Equifax reported strong Q1 2026 revenue of $1.649B, up 14% YoY and $37M above guidance, driven by a
Apr 21, 2026
BULLISH COURT-RULING 5/10
The Fifth Circuit Court of Appeals affirmed the dismissal of a frivolous $200 billion lawsuit filed
Apr 8, 2026
NEUTRAL COURT-RULING 3/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
NEUTRAL COURT-RULING 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
NEUTRAL COURT-RULING 3/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
NEUTRAL COURT-RULING 3/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
NEUTRAL DEFA14A 3/10
Equifax Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Shareholder
Mar 27, 2026
MIXED INST-CLUSTER 6/10
Three major institutions — BofA, Norges Bank, and Two Sigma — collectively added $473.9M in new posi
Feb 28, 2026
Current analyst consensus: Buy (67% buy). Based on 30 analysts: 8 strong buy, 12 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$223.24 mean target +29.7% upside Strong Buy (1.79)
$195.00 Low $265.00 High
MetricValue
Current Price$172.13
Target Low$195.00
Target Mean$223.24
Target Median$224.00
Target High$265.00
# Analysts21
RecommendationStrong Buy (1.79)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.20 $2.15 $2.25 10.1% -1.0% 5↑ 12↓ $1.7B 10.5% 19
Next Q
2026-09-30
$2.27 $2.19 $2.37 11.2% -1.2% 3↑ 14↓ $1.7B 10.8% 19
Current FY
2026-12-31
$8.60 $8.19 $8.82 12.5% -0.2% 4↑ 3↓ $6.8B 11.4% 24
Next FY
2027-12-31
$10.28 $9.69 $11.35 19.4% -0.2% 4↑ 3↓ $7.4B 9.1% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.201
7d ago$2.200+0.001
30d ago$2.223-0.022
60d ago$2.260-0.059
90d ago$2.260-0.059
13 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 B of A Securities MAINTAIN Buy Buy
Apr 27, 2026 Needham REITERATE Buy Buy
Apr 23, 2026 UBS MAINTAIN Buy Buy
Apr 22, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 22, 2026 Baird MAINTAIN Outperform Outperform
Apr 22, 2026 Needham REITERATE Buy Buy
Apr 16, 2026 Mizuho INITIATE Outperform
Apr 13, 2026 UBS MAINTAIN Buy Buy
Feb 9, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 Stifel MAINTAIN Buy Buy
Feb 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 5, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 5, 2026 Needham MAINTAIN Buy Buy
Jan 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
Dec 17, 2025 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026812100067%
May 1, 2026812100067%
Apr 1, 2026811100066%
Mar 1, 2026811100066%
Feb 1, 2026712100066%
Jan 1, 2026712100066%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 13, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Equifax IncApr 8, 2026 (27d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
short_volume
Short Volume: EFX — 62.3% short (0.4M / 0.6M)
Short: 374,487 | Exempt: 173 | TRF Vol: 601,358 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: EFX — 63.3% short (0.5M / 0.7M)
Short: 466,675 | Exempt: 5 | TRF Vol: 736,751 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
Enforcement
Jream David Boyer v. Equifax Information Services, LLC
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-01108
Jun 1, 2026
government_contract
$55M govt contract: EQUIFAX WORKFORCE SOLUTIONS LLC
Agency: Social Security Administration. TASK ORDER FOR MATCHED HITS FOR THE PAYROLL INFORMATION EXCHANGE (PIE) FROM 6/1/2026 - 5/31/2027
May 29, 2026
short_volume
Short Volume: EFX — 65.2% short (0.4M / 0.6M)
Short: 372,130 | Exempt: 10 | TRF Vol: 570,942 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
Enforcement
Sarah Snyder, et al., on behalf of themselves and all others similarly situated v. Equifax Information Services, LLC
Court ruling from District Court, E.D. Virginia. Docket: 3:24-cv-00757
May 26, 2026
bankruptcy
The Resilient North: Equifax Canada Data Shows Consumers Leaning on Financial Discipline to Offset Macroeconomic Conditions
<p align="center"><strong>– Latest report shows emerging credit stress slowed in Q1 but lingering effects of high interest rates and inflation led to
May 19, 2026
short_volume
Short Volume: EFX — 57.2% short (0.3M / 0.6M)
Short: 339,420 | Exempt: 3 | TRF Vol: 593,020 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: EFX — 56.7% short (0.3M / 0.6M)
Short: 319,428 | Exempt: 444 | TRF Vol: 563,345 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: EFX — 1.7M shares, 43,474 trades
Week starting 2026-05-11. Total ATS volume: 1,661,064 shares across 43,474 trades.
May 4, 2026
dark_pool
Dark Pool: EFX — 2.2M shares, 51,545 trades
Week starting 2026-05-04. Total ATS volume: 2,220,297 shares across 51,545 trades.
Apr 27, 2026
dark_pool
Dark Pool: EFX — 1.9M shares, 55,684 trades
Week starting 2026-04-27. Total ATS volume: 1,866,677 shares across 55,684 trades.
Apr 22, 2026
short_volume
Short Volume: EFX — 75.8% short (0.8M / 1.0M)
Short: 795,031 | Exempt: 27 | TRF Vol: 1,048,227 | Short Ratio: 75.8% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings_calendar
EFX Q1 2026 Earnings After Market Close — 2026-04-21
Apr 21, 2026
short_volume
Short Volume: EFX — 77.5% short (0.9M / 1.1M)
Short: 883,978 | Exempt: 10 | TRF Vol: 1,140,514 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: EFX — 77.6% short (0.7M / 0.9M)
Short: 735,353 | Exempt: 41 | TRF Vol: 948,022 | Short Ratio: 77.6% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: EFX — 4.6M shares, 95,368 trades
Week starting 2026-04-20. Total ATS volume: 4,626,176 shares across 95,368 trades.
Apr 8, 2026
Enforcement
Pete v. Equifax
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 25-40457
Mar 30, 2026
Enforcement
1:25-cv-24339 Peralta v. Equifax Information Services, LLC et al
Court ruling from United States District Court for the Southern District of Florida. Docket: N/A
Mar 30, 2026
Enforcement
3:25-cv-01997 OBLACK v. EQUIFAX INFORMATION SERVICES LLC
Court ruling from United States District Court for the District of New Jersey. Docket: N/A