Equifax stock gains on a rating upgrade and Q2 2026 beat

Equifax stock is drawing attention after a Friday upgrade and second-quarter 2026 results that showed $2.25 adjusted EPS, $1.7 billion in revenue, and 2026 guidance held steady.

Equifax Inc. (US2944291051) is drawing fresh investor attention after Rothschild Redburn upgraded the shares to Buy and raised its target to $235 on August 21, 2026. The move followed second-quarter 2026 adjusted EPS of $2.25 and revenue of $1.7 billion, both tied to the latest reported period.

Upgrade meets earnings

Rothschild Redburn's note pointed to cloud execution, while the stock traded at $192.41 in the latest quote captured on August 21, 2026. That leaves the new target 22% above the quoted level and keeps the discussion centered on whether the market is giving enough credit to the company's recent quarter.

Equifax said second-quarter 2026 adjusted earnings rose 12.5% year over year to $2.25 per share, and revenue increased 10.6% to $1.7 billion. The company also held third-quarter 2026 guidance at $2.15 to $2.25 in adjusted EPS and kept full-year 2026 guidance at $8.39 to $8.69 per share.

Guidance stays intact

The full-year revenue outlook of $6.71 billion to $6.78 billion implies 10.5% to 11.6% growth, while 2026 adjusted EBITDA is forecast at $2.10 billion to $2.16 billion. That combination matters because the latest quarter beat consensus on earnings by $0.05 per share and matched revenue estimates at $1.70 billion.

Equifax's latest dividend declaration added another dated figure to the setup: $0.56 a share, payable on September 15, 2026, to holders of record on August 31, 2026. MarketBeat's quote page showed a market cap of $22.58 billion, a 52-week range of $150.74 to $271.84, and volume of 1.18 million shares on the latest session it listed.

What Equifax sells

Equifax's core business spans consumer and commercial credit reporting, identity, and decisioning tools for lenders and employers. That mix is part of why the latest quarter's 17% USIS revenue growth to $611.6 million drew attention, even as investors continue to watch how cloud migration affects margins.

Stock level to watch

Equifax shares last traded at $192.41 on August 21, 2026, after opening at $192.20 in the market snapshot captured that day. The gap between that level and the $235 target keeps the valuation debate active around a company with 2026 EPS guidance centered between $8.39 and $8.69.

Fact box

Company: Equifax Inc.
ISIN: US2944291051
Ticker: EFX
Exchange: NYSE
Sector / Industry: Financial Services / Consumer Finance
Index membership: S&P 500