NYSE· Services-Consumer Credit Reporting, Collection Agencies· Inc. GA· CIK 0000033185

EFX

EQUIFAX INC
$140.00 ▲ +0.19%
Prev close $139.73
Market cap$16.1B
ConsensusBuy
12-mo target$207.05 (+47.9%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (3 insiders)33 New Institutional Positions17 Institutional Exits Services
Snapshot
The big-picture read on EFX right now — valuation, ownership and activity at a glance.
Market Cap
$16.1B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (70%)
Inst. Holders
50 funds
Inst. Value
$15.0B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $24.5M sell
Insider Net $
-$24.5M
Social Sentiment
60° Warm
SEC Reports
20
Press Releases
4
Congressional
1 trades
Price chart 30d -26.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
Credit Card Application Fraud Climbs as Identity Thieves Disproportionately Target Canadians Aged 56 to 65
Auto, mortgage and telecommunications application fraud decline Auto, mortgage and telecommunication
Sep 23, 2026 Event
Reed v. Equifax Information Services LLC et al
Court ruling (txnd) — Docket: 3:26-cv-00343
Sep 16, 2026 SEC
Equifax (EFX) won dismissal with prejudice of a pro se FCRA lawsuit in the Northern District of Iowa after the plaintiff
COURT-RULING — Impact 2/10
Sep 14, 2026 SEC
Equifax Canada's Q2 2026 Market Pulse report shows rising commercial debt and financial delinquencies, with the 60+ day
PRESS-RELEASE — Impact 3/10
Sep 13, 2026 SEC
The District of New Mexico granted plaintiff Robin Lilly's motion to remand this individual FCRA case against Equifax In
COURT-RULING — Impact 1/10
Sep 3, 2026 Insider
GAMBLE JOHN W JR sold 4,500 shares
EVP, CFO & COO @ $187.96 ($845.8K)
Aug 19, 2026 Press
Equifax declared a quarterly dividend of $0.56 per share, payable September 15, 2026, to shareholders of record as of Au
Impact 2/10
Aug 10, 2026 Insider
Larson Barbara A was granted 160 shares
Director @ $180.07 ($28.8K)
Analyst ratings buy % +6.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 70% rate it Buy or better · 30 analysts
Strong Buy 8 27% Buy 13 43% Hold 9 30% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 2, 2026BarclaysMAINTAINEqual-Weight 54%
Sep 30, 2026BMO CapitalMAINTAINMarket Perform 53%
Sep 22, 2026Wells FargoMAINTAINOverweight 54%
Aug 21, 2026Rothschild & CoUPGRADEBuy 58%
Jul 22, 2026Wells FargoMAINTAINOverweight 54%
Jul 22, 2026Morgan StanleyMAINTAINOverweight 55%
Jul 22, 2026BairdMAINTAINOutperform 54%
Jul 22, 2026RBC CapitalMAINTAINOutperform 55%
Jul 22, 2026BarclaysMAINTAINEqual-Weight 54%
Jul 22, 2026NeedhamMAINTAINBuy 50%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202681390070%
Aug 1, 2026812100067%
Jul 1, 2026812100067%
Jun 1, 2026812100067%
May 1, 2026812100067%
Apr 1, 2026811100066%
Mar 1, 2026811100066%
Feb 1, 2026712100066%
Price targets
Where 21 covering analysts think EFX trades over the next 12 months.
$207.05 +47.9% upside Strong Buy
Current$140.03 Low$148.00 Median$210.00 High$245.00 21 analysts
$148.00$245.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
1 mentions 1 bullish 0 bearish 0 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 19 neutral · avg impact 1.8/10.Plus 4 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
Credit Card Application Fraud Climbs as Identity Thieves Disproportionately Target Canadians Aged 56 to 65
Auto, mortgage and telecommunications application fraud decline Auto, mortgage and telecommunications application fraud decline
Sep 24, 2026
short_volume
Short Volume: EFX — 67.2% short (0.6M / 0.9M)
Short: 579,070 | Exempt: 0 | TRF Vol: 861,711 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
other
Equifax launches two new intelligence solutions to help businesses mitigate automated fraud
Equifax differentiated data enables businesses to detect account takeovers and synthetic fraud in real time ATLANTA, Sept. 23, 2026 /PRNewswire/ -- Eq
Sep 23, 2026
Enforcement
Reed v. Equifax Information Services LLC et al
Court ruling (txnd) — Docket: 3:26-cv-00343
Sep 22, 2026
other
Equifax introduces Healthcare Report™ Credential ID
New solution designed to help streamline healthcare provider onboarding and better safeguard patient care ATLANTA, Sept. 22, 2026 /PRNewswire/ -- Equi
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.22$2.16–$2.378.9%-0.2%0↑ 1↓$1.7B19
Next Q$2.23$2.13–$2.396.6%-0.3%0↑ 1↓$1.7B18
Current FY$8.55$8.23–$8.8311.8%-0.1%0↑ 2↓$6.7B24
Next FY$10.12$9.43–$11.3518.3%-0.2%0↑ 2↓$7.3B23
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.223—
7d ago$2.224-0.001
30d ago$2.228-0.005
60d ago$2.228-0.005
90d ago$2.263-0.041
Institutional ownership
Which big funds own EFX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.0B total value (94,377,254 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, HARRIS. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.9,396,150$1.5B10.0%—
VANGUARD CAPITAL MANAGEMENT LLC7,780,433$1.2B8.2%—
HARRIS ASSOCIATES L P7,447,263$1.2B7.9%—
VANGUARD PORTFOLIO MANAGEMENT LLC5,242,614$832.1M5.6%—
STATE STREET CORP5,199,595$825.3M5.5%—
Capital International Investors5,187,147$823.3M5.5%ADD +41.1%
Soroban Capital Partners LP4,410,883$700.1M4.7%—
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,869,490$620.4M4.1%—
MORGAN STANLEY3,310,957$525.5M3.5%—
BROWN ADVISORY INC3,287,984$521.9M3.5%—
Recent position changes
FundActionPrevCurrentChangeValue
Capital International InvestorsADD3,676,9425,187,147+41.1%$823.3M
LAZARD ASSET MANAGEMENT LLCADD1,236,7471,552,857+25.6%$246.5M
NORGES BANKNEW—1,535,111—$243.7M
Egerton Capital (UK) LLPNEW—1,481,188—$235.1M
JANE STREET GROUP, LLCDOUBLED464,3161,188,265+155.9%$188.6M
BANK OF AMERICA CORP /DE/TRIM2,107,4581,179,532-44.0%$187.2M
BRANDES INVESTMENT PARTNERS, LPADD747,2011,152,350+54.2%$182.9M
Boston PartnersDOUBLED242,7711,098,927+352.7%$174.5M
UBS Group AGADD713,043970,757+36.1%$154.1M
MARSHALL WACE, LLPDOUBLED128,193681,919+431.9%$108.2M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$24.5M — $0.00 bought, $24.5M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 3, 2026GAMBLE JOHN W JREVP, CFO & COOSELL4,500$187.96$845.8K
Aug 10, 2026Larson Barbara ADirectorAWARD160$180.07$28.8K
Aug 10, 2026Larson Barbara ADirectorAWARD181$158.72$28.7K
Jul 24, 2026Begor Mark WCEOSELL21,543$172.00$3.7M
Jul 24, 2026Begor Mark WCEOSELL500$175.85$87.9K
Jul 24, 2026Begor Mark WCEOSELL1,300$174.91$227.4K
Jul 24, 2026Begor Mark WCEOEXERCISE37,791$112.46$4.2M
Jul 24, 2026Begor Mark WCEOSELL600$168.47$101.1K
Jul 24, 2026Begor Mark WCEOSELL4,112$172.79$710.5K
Jul 24, 2026Begor Mark WCEOSELL6,200$171.26$1.1M
Congressional trades
EFX trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 13, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Equifax IncApr 8, 2026(27d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EFX.
Shares short
7,748,296
Settlement Sep 15, 2026
Change vs prior
-0.6%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈6.6%
Estimate — not % of float
All EFX filing & press-release reports (47)