EFX

EQUIFAX INC

NYSE · Services-Consumer Credit Reporting, Collection Agencies · Inc. GA · CIK 0000033185
$163.71 +2.59% $19.5B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits
Vol
Market Cap$19.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$14.3B
Inst. Activity36 buys / 14 sells
Insider Activity0B / 8S
Insider Net $-$4.2M
SEC Reports16
Press Releases2
Congressional1 trades
Exchange NYSE·Sector Services-Consumer Credit Reporting, Collection Agencies·Inc. GA·CIK 0000033185·Prev Close $159.58

Recent Activity

Jun 12, 2026 SEC
The court granted Equifax's motion to dismiss the Makozy plaintiffs' amended complaint without prejudice, finding it fai
COURT-RULING — Impact 2/10
Jun 11, 2026 other
Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
<p>Effective July 1, 2026, residents of Ontario can place a digital lock on their credit report as p
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 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 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 was granted 1,253 shares
Director @ $175.62 ($220.1K)
May 7, 2026 Insider
HOUGH G. THOMAS was granted 1,253 shares
Director @ $175.62 ($220.1K)

Price Targets

$223.24 +36.4% upside Strong Buy
Current $163.71 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
Erste Asset Management GmbH
BlackRock, Inc.$1.7B
VANGUARD CAPITAL MANAGEMENT LLC$1.4B
HARRIS ASSOCIATES L P$1.4B
VANGUARD PORTFOLIO MANAGEMENT LLC$949.1M

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
50 institutional holders with $14.3B total value (79,385,099 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.9,461,948$1.7B11.9%
3VANGUARD CAPITAL MANAGEMENT LLC7,825,105$1.4B9.9%
4HARRIS ASSOCIATES L P7,529,116$1.4B9.5%
5VANGUARD PORTFOLIO MANAGEMENT LLC5,271,004$949.1M6.6%
6STATE STREET CORP5,023,592$904.6M6.3%
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,699,910$856.4M6.0%
8Soroban Capital Partners LP4,184,569$753.5M5.3%DOUBLED +310.5%
9MORGAN STANLEY4,016,415$723.2M5.1%
10Capital International Investors3,676,942$662.1M4.6%TRIM -42.9%
11KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,284,197$411.3M2.9%
12BANK OF AMERICA CORP /DE/2,107,458$379.5M2.7%ADD +36.5%
13Invesco Ltd.1,820,736$327.9M2.3%
14GENERATION INVESTMENT MANAGEMENT LLP1,775,609$319.7M2.2%
15FMR LLC1,494,787$269.2M1.9%DOUBLED +533.4%
16LAZARD ASSET MANAGEMENT LLC1,236,747$222.7M1.6%
17DIMENSIONAL FUND ADVISORS LP1,101,940$198.4M1.4%
18Mitsubishi UFJ Asset Management Co., Ltd.1,081,375$194.7M1.4%
19GOLDMAN SACHS GROUP INC935,270$168.4M1.2%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC915,524$164.9M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Soroban Capital Partners LPDOUBLED1,019,4494,184,569+310.5%$753.5M2026-Q1
Capital International InvestorsTRIM6,438,8683,676,942-42.9%$662.1M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,543,5782,107,458+36.5%$379.5M2026-Q1
FMR LLCDOUBLED235,9971,494,787+533.4%$269.2M2026-Q1
BRANDES INVESTMENT PARTNERS, LPNEW747,201$134.6M2026-Q1
AmundiADD432,328663,565+53.5%$119.5M2026-Q1
Capital World InvestorsNEW628,105$113.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED2,153430,867+19912.4%$77.6M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED136,743393,938+188.1%$70.9M2026-Q1
SEI INVESTMENTS COADD253,280377,600+49.1%$68.0M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM760,014358,606-52.8%$64.6M2026-Q1
Neuberger Berman Group LLCTRIM477,445357,857-25.0%$64.4M2026-Q1
Trexquant Investment LPADD167,672248,019+47.9%$44.7M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCNEW170,000$30.6M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM217,062160,205-26.2%$28.8M2026-Q1
Assenagon Asset Management S.A.ADD101,339142,793+40.9%$25.7M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED12,687129,974+924.5%$23.4M2026-Q1
MARSHALL WACE, LLPDOUBLED59,538128,193+115.3%$23.1M2026-Q1
Capital International, Inc./CA/ADD64,635126,783+96.2%$22.8M2026-Q1
Freestone Grove Partners LPNEW85,640$15.4M2026-Q1
Mariner, LLCDOUBLED24,18582,167+239.7%$14.8M2026-Q1
Allianz Asset Management GmbHDOUBLED28,16970,369+149.8%$12.7M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCADD55,03970,230+27.6%$12.6M2026-Q1
Korea Investment CORPDOUBLED21,08167,855+221.9%$12.2M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED15,73961,157+288.6%$11.0M2026-Q1
22 unique insiders with 49 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 ADirectorAWARD1,253$175.62$220.1K
May 7, 2026HOUGH G. THOMASDirectorAWARD1,253$175.62$220.1K
May 7, 2026FEIDLER MARK LDirectorAWARD1,253$175.62$220.1K
May 7, 2026Fichuk Karen LDirectorAWARD1,253$175.62$220.1K
May 7, 2026McKinley John ADirectorAWARD1,253$175.62$220.1K
May 7, 2026MCGREGOR SCOTT ADirectorAWARD1,253$175.62$220.1K
May 7, 2026MARCUS ROBERT DDirectorAWARD1,253$175.62$220.1K
May 7, 2026Smith Melissa DDirectorAWARD1,253$175.62$220.1K
May 7, 2026TILLMAN AUDREY BDirectorAWARD1,253$175.62$220.1K
May 6, 2026Borton Chad MEVP, Pres Workforce SolutionsTAX W/H1,934$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 WCEOEXERCISE37,791$112.46$4.2M
Mar 31, 2026MARCUS ROBERT DDirectorAWARD194$180.07$34.9K
Mar 2, 2026Smith David JohnEVP, Pres USISAWARD12,979
Feb 25, 2026GAMBLE JOHN W JREVP, CFO & COOAWARD17,963
Feb 25, 2026Schneider HaraldEVP, Chief D&A OfficerAWARD2,994
Feb 25, 2026Walker Kathryn QEVP, Chief Mkt & Comms OfficerAWARD1,497
Feb 25, 2026Chaney CarlaEVP, Chief HR OfficerAWARD7,635
Feb 25, 2026Houston Julia AEVP, Chief Legal OfficerAWARD11,152
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 OfficerAWARD1,374
Feb 10, 2026Schneider HaraldEVP, Chief D&A OfficerTAX W/H929$202.71$188.3K
Feb 10, 2026Begor Mark WCEOEXERCISE37,791$112.46$4.2M
Feb 10, 2026Begor Mark WCEOAWARD33,278
Feb 10, 2026Begor Mark WCEOSELL201$197.79$39.8K
Feb 10, 2026Begor Mark WCEOTAX W/H1,759$202.71$356.6K
Feb 10, 2026Remon PatricioEVP, President InternationalTAX W/H320$202.71$64.9K
Feb 10, 2026Houston Julia AEVP, Chief Legal OfficerAWARD4,119
Feb 10, 2026Houston Julia AEVP, Chief Legal OfficerTAX W/H2,614$202.71$529.9K
Feb 10, 2026Bindal SunilEVP, Chief Corp Dev OfficerAWARD2,747
Feb 10, 2026Bindal SunilEVP, Chief Corp Dev OfficerTAX W/H1,727$202.71$350.1K
Feb 10, 2026Walker Kathryn QEVP, Chief Mkt & Comms OfficerTAX W/H291$202.71$59.0K
Feb 10, 2026Mao CeciliaEVP, Chief Product OfficerAWARD1,374
Feb 10, 2026Mao CeciliaEVP, Chief Product OfficerTAX W/H918$202.71$186.1K
Feb 10, 2026Griggs James MSVP & Corp ControllerTAX W/H327$202.71$66.3K
Feb 10, 2026GAMBLE JOHN W JREVP, CFO & COOAWARD10,983
Feb 10, 2026GAMBLE JOHN W JREVP, CFO & COOTAX W/H7,121$202.71$1.4M
Feb 10, 2026Chaney CarlaEVP, Chief HR OfficerAWARD4,393
Feb 10, 2026Chaney CarlaEVP, Chief HR OfficerTAX W/H2,788$202.71$565.2K
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerEXERCISE6,213$191.44$1.2M
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerAWARD4,667
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerTAX W/H3,042$202.71$616.6K
Feb 10, 2026Farshchi JamilEVP, Chief Technology OfficerSELL6,213$195.81$1.2M
Feb 3, 2026Begor Mark WCEOAWARD59,123
Feb 3, 2026Begor Mark WCEOTAX W/H2,405$175.05$421.0K
16 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 1 mixed, 11 neutral. Avg impact: 3.5/10.
NEUTRAL COURT-RULING 2/10
The court granted Equifax's motion to dismiss the Makozy plaintiffs' amended complaint without preju
Jun 12, 2026
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 +36.4% upside Strong Buy (1.79)
$195.00 Low $265.00 High
MetricValue
Current Price$163.71
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 11, 2026
other
Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
<p>Effective July 1, 2026, residents of Ontario can place a digital lock on their credit report as part of identity theft prevention efforts <br></p>
Jun 9, 2026
other
Canadian Entrepreneurship Declines, Challenges Build As Companies Fall Behind with Lenders
<p align="center"><strong>Equifax Canada data shows a sharp drop in Canadian entrepreneurship and that businesses are cutting back on credit</strong><
Jun 8, 2026
short_volume
Short Volume: EFX — 67.8% short (0.4M / 0.5M)
Short: 350,370 | Exempt: 42 | TRF Vol: 516,643 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
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 25, 2026
dark_pool
Dark Pool: EFX — 1.4M shares, 33,663 trades
Week starting 2026-05-25. Total ATS volume: 1,419,641 shares across 33,663 trades.
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 18, 2026
dark_pool
Dark Pool: EFX — 2.0M shares, 45,212 trades
Week starting 2026-05-18. Total ATS volume: 1,976,709 shares across 45,212 trades.
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 11, 2026
Enforcement
Gregory Makozy and Maria Makozy v. Equifax
Court ruling from District Court, S.D. Florida. Docket: 2:25-cv-14456
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 8, 2026
Enforcement
Pete v. Equifax
Court ruling from Court of Appeals for the Fifth Circuit. Docket: 25-40457
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