Archived explainer. For the current picture see today's EFX page.
EQUIFAX INC (EFX) is up +11.33% in the latest session. Our newswire has captured 35 stories on EFX across 16 sources in the last 36 hours, with AI sentiment reading mixed (avg 57/100).
Equifax shares surged 11.33% to close at $176.54, driven by strong third-quarter results and a raised full-year outlook. The credit reporting giant reported revenue growth of 10.3% and adjusted earnings per share of $2.26, which exceeded the estimated $2.20. Management also guided for 2026 earnings per share of $8.50, signaling confidence in continued performance despite headwinds in the mortgage sector.
Equifax released its Q3 2026 financial results on October 20, 2026. The company posted revenue of $1.69 billion, in line with expectations, while adjusted earnings per share came in above the consensus estimate. During the earnings call, executives highlighted gains in the VantageScore business and the strategic value of the Círculo deal. Although mortgage revenue faced a $60 million headwind in the fourth quarter, the company expects to generate over $1 billion in free cash flow for the year. Goldman Sachs raised its price target for the stock to $169 from $148, while BMO also lifted its target citing growth in the government segment. The strong performance helped lead the broader market, with the Dow Jones Industrial Average rising as oil prices eased.
The stock printed 26 fresh 52-week highs on October 20, 2026, marking a significant shift in its price trend. Over the last eight sessions, EFX has climbed 21.7%, moving from $145.02 to the current level of $176.54. The company currently has a market capitalization of $18.9 billion and trades at a P/E ratio of 27.9. Its 52-week range spans from $137.01 to $238.94. Recent insider activity shows two sales totaling $7.4 million in the last 90 days, with the most recent filing on September 8, 2026. Congressional disclosures indicate one buy and two sells in the same period, with the most recent filing on August 22, 2026.
Investors will monitor how the company navigates the anticipated mortgage revenue headwind in the coming quarters. The raised guidance for 2026 earnings per share of $8.50 sets a high bar for future performance. With the stock now trading near its 52-week high, attention will turn to whether the momentum in the government and VantageScore segments can sustain the recent rally.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
Equifax (($EFX)) has held its Q3 earnings call. Read on for the main highlights of the call. Equifax’s latest earnings call struck an upbeat tone despite clear pres...
Equifax (EFX) Q3 2026 earnings call recap: revenue +10%, EPS beat, mortgage headwinds, raised margins, Círculo deal, VantageScore gains—read now.
Equifax Inc. (EFX) Q3 2026 Earnings Call October 20, 2026 8:30 AM EDTCompany ParticipantsTrevor Burns - Senior Vice President of Corporate Investor...
BMO raises Equifax stock price target on government growth
stock market mostly rose following strong profit reports from Equifax, Hasbro and other companies, while oil prices eased back after nearing their highest levels since the war with Iran began. The Dow Jones Industrial Average rose 1%, while drops for several big technology stocks including Apple and Meta Platforms weighed on the Nasdaq composite, which ended down less than 0.
More on EFX: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier EFX move explainers: 2026-10-21 · 2026-09-08 · 2026-09-04