Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$21.2B
117M shares
52-week range
$150.75 – $271.84
29% from low
Sector
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
Exchange
NYSE
CS
Along with Experian and TransUnion, Equifax is one of the leading credit bureaus in the United States. Equifax's credit reports provide credit histories on millions of consumers, and the firm's services are critical to lenders' credit decisions. In addition, about 40% of the firm's revenue comes from Workforce Solutions, which provides income verification and employer human resources services. Equifax generates about 25% of its revenue from outside the United States.
www.equifax.comNo one on the platform currently holds EFX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 85,995 | $22.3M |
| Bridgewater Associatesas of 2025-12-31 | 2,351 | $510.1K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-22 | $0.5600 | 2026-06-15 |
| 2026-03-09 | $0.5600 | 2026-03-17 |
| 2025-11-24 | $0.5000 | 2025-12-15 |
| 2025-09-02 | $0.5000 | 2025-09-15 |
| 2025-05-23 | $0.5000 | 2025-06-13 |
| 2025-02-21 | $0.3900 | 2025-03-14 |
| 2024-11-22 | $0.3900 | 2024-12-13 |
| 2024-09-03 | $0.3900 | 2024-09-13 |
| 2024-05-23 | $0.3900 | 2024-06-14 |
| 2024-02-22 | $0.3900 | 2024-03-15 |
No one on the platform has traded EFX yet.
| 2023-11-22 | $0.3900 | 2023-12-15 |
| 2023-09-05 | $0.3900 | 2023-09-15 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.7B | +11.5% | $8.57 | $8.21–$8.82 | 21.7× | 18 |
| 2027 | $7.4B | +9.0% | $10.17 | $9.48–$10.97 | 18.2× | 18 |
| 2028 | $8.1B | +9.5% | $12.26 | $11.56–$12.78 | 15.1× | 5 |
| 2029 | $8.3B | +3.0% | $13.71 | $13.10–$14.58 | 13.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-21 | $2.20 | $2.25 | +2.3% |
| 2026-04-21 | $1.69 | $1.86 | +10.1% |
| 2026-02-04 | $2.06 | $2.09 | +1.5% |
| 2025-10-21 | $1.94 | $2.04 | +5.2% |
| 2025-07-22 | $1.93 | $2.00 | +3.6% |
| 2025-04-22 | $1.41 | $1.53 | +8.5% |
| 2025-02-06 | $2.12 | $2.12 | +0.0% |
| 2024-10-16 | $1.85 |
| $1.85 |
| +0.0% |
| $36.5B |
| — |
| HUBBHubbell Incorporated | $507.10 | -1.13% | $26.8B | — |
| HWMHowmet Aerospace Inc. | $282.82 | +0.42% | $113.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
See if you qualify for Equifax's $2.2 million credit reporting settlement $EFX https://apple.news/A9-w6NegJT9GUF1vz-fPY0w
View on StockTwits ↗Wall St is expecting 2.22 EPS for $EFX Q3 [Reporting 10/21 BMO] http://www.estimize.com/intro/efx?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Fundamental analysis of $EFX (EQUIFAX INC) based on financial data and reported results. #EFX #EQUIFAX
View on StockTwits ↗$EFX delivered a solid Q2 earnings beat, but weaker-than-expected guidance overshadowed the results. • Revenue: $1.70B, up 11% YoY, above expectations • Adjusted EPS: $2.25, up 13% YoY, also ahead of estimates • AI-driven cost savings target doubled to $150M • Returned $366M to shareholders However, Q3 adjusted EPS guidance of $2.15–$2.25 came in below the Street consensus of roughly $2.26. Management also warned that higher interest rates continue to weigh on mortgage originations, with housing-related demand expected to remain soft through the second half of the year. The market is looking beyond the strong quarter. While cost controls and diversified businesses supported Q2, investors are focused on the delayed recovery in the mortgage segment, which remains a key driver of Equifax's long-term valuation. That explains why the stock is trading lower despite the earnings beat.
View on StockTwits ↗Equifax – Shares of the credit bureau dropped 7%. Equifax issued third-quarter guidance that disappointed Wall Street, calling for adjusted earnings of $2.15 to $2.25 per share on revenue of $1.68 billion to $1.71 billion. The FactSet consensus anticipated $2.26 per share in earnings and $1.71 billion in revenue $EFX
View on StockTwits ↗$EFX Negative (89%): shares are pressured because weaker guidance lowers expected future earnings and cash flow, outweighing the backward-looking quarterly beat and prompting a reported 7% price decline. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/95c894ed906a2c68?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-21-equifax-inc-stock/ $EFX Equifax Earnings Transcript
View on StockTwits ↗$EFX Joseph Carlson still holds this or quietly removed from the portfolio already?
View on StockTwits ↗$EFX they guided with the range if you read between the lines
View on StockTwits ↗$TSM $EFX $CALX $DHR $NOC PRE-MARKET MOVERS: Currently Higher After Earnings: - 3M (MMM) up 6.7% - Novartis (NVS) up 3.1% - Charles Schwab (SCHW) up 2.6% - General Motors (GM) up 1.1% - D.R. Horton (DHI) up 1.3% Currently Also Higher: - Nebius (NBIS) up 7.6% after Nvidia (NVDA) disclosed a 9.3% stake in the company - TSMC (TSM) up 3.8% after Nikkei Asia reported TSMC plans to raise chipmaking prices by up to 10% from 2027 to offset rising costs Currently Lower After Earnings: - Equifax (EFX) down 12.9% - Calix (CALX) down 8.9% - Danaher (DHR) down 15.0% - Northrop Grumman (NOC) down 4.8% - Steel Dynamics (STLD) down 0.3% Currently Also Lower: - Agios Pharmaceuticals (AGIO) down 12.8% after announcing it has decided not to advance tebapivat in sickle cell disease following trial results.
View on StockTwits ↗$EFX beat this quarter top and bottom line and guidance within forecast narrowed its earnings and revenue outlook for the full year after its profit fell despite higher revenue in the latest completed quarter. The credit-reporting bureau on Tuesday said it now expects $6.71 billion to $6.78 billion in revenue for the full year, and adjusted earnings of $8.39 to $8.69 a share. It had previously set targets for $6.69 billion to $6.81 billion in revenue and adjusted earnings of $8.34 to $8.74 a share. In the current quarter, the company is targeting revenue of $1.68 billion to $1.71 billion. Analysts polled by FactSet had been projecting $1.71 billion. Adjusted earnings should hit $2.15 to $2.25 Stripping out one-time items, adjusted earnings were $2.25 a share. Analysts polled by FactSet had been expecting $ 2.20 a share. Revenue meanwhile was up 11% at $1.7 billion, topping analyst estimates. The company pulled in more mortgage revenue and saw strength across its business units.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.