Equifax stock reports 10.6 percent revenue growth

Published on 10/04/2026 at 18:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Equifax stock faces a Barclays target cut to USD 155 from USD 200 dated October 2, 2026. Q2 adjusted EPS reached USD 2.25 against USD 2.20 consensus.

NYSE Boersenparkett mit EFX Kursticker und Finanz Monitor Bildschirmen — Equifax Inc. US2944291051 NYSE Boersenparkett mit EFX Kursticker Haendlern und zahlreichen Finanz Monitor Bildschirmen, Illustration mit AI erstellt.

Equifax Inc. (ISIN US2944291051) reported USD 1.70 billion in second-quarter 2026 revenue, up 10.6 percent year over year, while its NYSE stock closed at USD 139.98 on October 2, 2026. The figures give investors a clear contrast: operating growth remains visible, but the share price is close to its 52-week low of USD 137.01.

Quarterly growth meets a valuation test

According to MarketBeat on September 30, 2026, Equifax posted adjusted EPS of USD 2.25 for Q2 2026 against USD 2.20 consensus. Revenue reached USD 1.70 billion, compared with USD 1.537 billion in the prior-year quarter, while adjusted EPS increased from USD 2.00.

The result was not purely a mortgage story. Equifax management said on its Q2 earnings call that USIS revenue increased 17 percent and U.S. mortgage revenue increased 25 percent, while the company signed state government agreements representing USD 300 million in annual contract value during the first half of 2026, according to Yahoo Finance.

Barclays lowers its price target

As Markets Insider reported on October 2, 2026, Barclays reduced its Equifax price target to USD 155 from USD 200 and retained an Equal Weight rating. The bank cited an increasingly negative tone across business services and said a clean earnings beat and higher guidance would be needed to change that view.

The analyst action arrived before Equifax's scheduled Q3 report, with the company guiding to adjusted EPS of USD 2.150-2.250 and revenue of USD 1.680-1.710 billion for the quarter. That range places the next result against a Q2 revenue base of USD 1.70 billion, making execution and mortgage demand the key numerical checkpoints.

Consensus remains above the stock

MarketBeat lists a Moderate Buy consensus from 21 analysts, including 15 buy ratings and six holds. Its average price target is USD 206.90, which lies 47.8 percent above the October 2 NYSE close of USD 139.98; the published high and low targets are USD 266.00 and USD 148.00.

For investors, the tension is measurable. The stock's USD 16.5 billion market capitalization and 24.60 trailing P/E reflect a company still growing revenue at a double-digit rate, while the share price remains USD 104.39 below its 52-week high of USD 244.37.

Equifax stock stays near its yearly low

Equifax stock closed at USD 139.98 on the NYSE on October 2, 2026, up 0.18 percent for the session, with volume of 3,470,669 shares. The 52-week range was USD 137.01 to USD 244.37, leaving the stock 2.17 percent above its yearly low.