Wells Fargo Reiterates Buy Rating on Equifax with $220 Target
Wells Fargo maintains its buy rating on Equifax, setting a price target of $220, a 44.23% upside from the current price.
Key Points
- Wells Fargo reiterated its buy rating for Equifax Inc. (EFX) on June 18, 2026, with a price target of $220.
- Wells Fargo's $220 price target implies 44.23% upside from Equifax Inc.'s ($EFX) current $152.53 share price.
- Equifax shares are currently trading at $154.84, with a market cap of $18.68 billion and a P/E ratio of 27.26.
- Other analysts, including UBS and B of A Securities, have also maintained buy ratings with targets of $215 and $225 respectively.
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Wells Fargo has reaffirmed its buy rating on Equifax Inc. (NYSE: EFX) with a price target of $220. This update was made on June 18, 2026, by analyst Jason Haas. Equifax shares are trading at $154.84, reflecting the company's market position and ongoing investor interest.
Other Institutional Activity in Equifax
Several major funds have recently adjusted their positions in Equifax. BlackRock, Inc. reduced its holdings by 490,057 shares, leaving it with about 9.46 million shares valued at approximately $1.70 billion. Vanguard Capital Management LLC established a new position with 7.83 million shares worth around $1.41 billion. Harris Associates L.P. slightly trimmed its stake by 28,011 shares, ending with 7.53 million shares valued at $1.36 billion. Meanwhile, Massachusetts Financial Services Co. added 355,379 shares, bringing its total to approximately 4.70 million shares worth $856.36 million.
Equifax Inc. Stock Down 21.3%
Equifax shares are currently trading near $154.84. The company has a market capitalization of about $18.68 billion and a P/E ratio of 27.26. Its forward P/E is 15.07, indicating expectations of future earnings growth. The stock's beta is 1.314, suggesting moderate volatility compared to the market. Over the past year, Equifax's stock has ranged from a low of $153.84 to a high of $275.91, with a 50-day moving average of $171.93 and a 200-day moving average of $203.85.
Recent Earnings
Equifax reported revenue of approximately $6.28 billion, with a revenue growth rate of 14.3%. The company's earnings per share (EPS) stand at $5.68, while its net margin is 11.12%. Return on equity (ROE) is 14.37%. Equifax is scheduled to release its next earnings report on July 21, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 8.3%. Revenue beat estimates by 1.0%.
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Profit surprise
EBITDA met by 2 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 target cuts.
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Earnings quality
Gross margin down 1.0 points. Operating margin up 1.1 points. Positive free cash flow.
Earnings Call Summary
Equifax had a strong first quarter with revenue of $1.649 billion up 14 percent and earnings per share of $1.86 up 22 percent, both ahead of expectations. The big driver was U.S. mortgage revenue which jumped 38 percent, boosted by new Work Number Indicator products and strong mortgage activity in February before interest rates rose. Management is excited about their artificial intelligence driven products and record numbers of pending patents, but they are holding full year guidance steady due to concerns about the Iran conflict and rising interest rates dampening mortgage demand over the rest of the year.
Guidance Equifax reaffirmed its full year 2026 guidance of about $6.745 billion in revenue and $8.54 in earnings per share despite strong first quarter results. Management kept guidance steady because of economic uncertainty tied to the Iran conflict and interest rate volatility, which pressured mortgage volumes in March and April. They still expect mortgage revenue to grow over 20 percent for the full year and diversified markets to grow in the high single digits.
Very weak report. The release materially worsened the forward outlook.
Dividend
Equifax pays an annual dividend of $2.24 per share, yielding 1.34%. The dividend payout ratio is 36.27%, reflecting a balanced approach to returning capital to shareholders while retaining earnings for growth.
Insider Buying and Selling at Equifax Inc.
On May 7, 2026, several insiders, including Mark Feidler and Robert Marcus, purchased 1,253 shares each at an average price of $175.62. These transactions were not part of a 10b5-1 trading plan.
Analysts Set New Price Targets
On June 18, 2026, Wells Fargo maintained its buy rating on Equifax with a target price of $220. UBS also sustained a buy rating on June 16, 2026, setting a target of $215. Earlier, on May 19, 2026, B of A Securities reaffirmed its buy rating with a $225 target. Overall, the consensus among 21 analysts is a buy, with an average target price of $222.90.
About Equifax
Equifax Inc., headquartered in Atlanta, Georgia, operates as a data, analytics, and technology company. It serves businesses, governments, and consumers with information solutions. Through its segments—Workforce Solutions, U.S. Information Solutions, and International—the company offers services like credit information, credit scoring, and employment verification. Equifax employs around 15,000 people globally under the leadership of CEO Mark W. Begor.
Bottom Line
Wells Fargo's reiterated buy rating and $220 price target for Equifax highlights continued confidence in the company's prospects. Investors often track such analyst updates to gauge market sentiment. However, it's important to remember that these ratings are backward-looking evaluations and should be considered alongside other financial analyses.
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