Equifax slides as 2026 outlook disappoints despite solid Q2 growth

Equifax (EFX) is down 6.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied mainly to guidance rather than the quarter itself. Equifax posted solid second-quarter revenue growth and higher adjusted EPS, but its third-quarter and full-year 2026 outlook seems to have come in softer than investors wanted, keeping attention on mortgage-market and macro uncertainty.

Details:

Equifax reported second-quarter revenue of $1.700 billion, up 11%, while adjusted EPS rose 13% to $2.25.

The company guided for full-year 2026 revenue of $6.71 billion to $6.78 billion and adjusted EPS of $8.39 to $8.69, figures that appear to have fallen short of broader market expectations.

Management highlighted a still-challenging backdrop tied to interest rates, macro conditions, and the mortgage market, even though mortgage-related revenue was stronger in the quarter.

The release also included a $40 million net charge tied to a legal settlement associated with a previously disclosed coding issue, which may have added to caution around the stock.

Sources:

Equifax, SEC, Reuters

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EFX Insider Trading Activity

$EFX insiders have traded $EFX stock on the open market 21 times in the past 6 months. Of those trades, 1 have been purchases and 20 have been sales.

Here’s a breakdown of recent trading of $EFX stock by insiders over the last 6 months:

MARK W BEGOR (CEO) has made 0 purchases and 15 sales selling 75,582 shares for an estimated $14,144,730.
JOHN W JR GAMBLE (EVP, CFO & COO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,498,630.
JAMIL FARSHCHI (EVP, Chief Technology Officer) has made 0 purchases and 2 sales selling 7,380 shares for an estimated $1,449,815.
CHAD M BORTON (EVP, Pres Workforce Solutions) sold 2,535 shares for an estimated $485,452
CECILIA MAO (EVP, Chief Product Officer) purchased 2,400 shares for an estimated $464,928

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$EFX Hedge Fund Activity

We have seen 381 institutional investors add shares of $EFX stock to their portfolio, and 415 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SOROBAN CAPITAL PARTNERS LP added 3,165,120 shares (+310.5%) to their portfolio in Q1 2026, for an estimated $560,827,612
CAPITAL INTERNATIONAL INVESTORS removed 2,761,926 shares (-42.9%) from their portfolio in Q1 2026, for an estimated $489,385,667
PRICE T ROWE ASSOCIATES INC /MD/ removed 1,599,598 shares (-38.0%) from their portfolio in Q1 2026, for an estimated $283,432,769
AQR CAPITAL MANAGEMENT LLC added 1,427,871 shares (+424.9%) to their portfolio in Q1 2026, for an estimated $253,004,462
FMR LLC added 1,258,790 shares (+533.4%) to their portfolio in Q1 2026, for an estimated $223,045,000
BROWN ADVISORY INC added 838,940 shares (+29.9%) to their portfolio in Q1 2026, for an estimated $148,651,778
BRANDES INVESTMENT PARTNERS, LP added 747,201 shares (+inf%) to their portfolio in Q1 2026, for an estimated $132,396,545

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$EFX Government Contracts

We have seen $105,931,453 of award payments to $EFX over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CALL ORDER AGAINST BPA 28321322A0004007 FOR THE ONLINE WAGE VERIFICATION SERVICES. PERIOD OF PERFORMANCE 09...: $11,972,785
TO FUND OPTION PERIOD 3 FOR BPA CALL AGAINST SET UP 28321322A0004007 FOR THE ONLINE WAGE VERIFICATION SERVI...: $6,993,423
EMPLOYMENT VERIFICATION SERVICES: $992,845
EMPLOYMENT VERIFICATION (EV) AND UNEMPLOYMENT CLAIMS (UC) SERVICES FOR THE HUMAN RESOURCES DIRECTORATE (HRD...: $258,321

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$EFX Congressional Stock Trading

Members of Congress have traded $EFX stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $EFX stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 04/14.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$EFX Price Targets

Multiple analysts have issued price targets for $EFX recently. We have seen 14 analysts offer price targets for $EFX in the last 6 months, with a median target of $221.0.

Here are some recent targets:

Kevin Mcveigh from UBS set a target price of $220.0 on 07/08/2026
Kyle Peterson from Needham set a target price of $265.0 on 07/07/2026
Sean Kennedy from Mizuho set a target price of $210.0 on 07/02/2026
Jason Haas from Wells Fargo set a target price of $220.0 on 06/18/2026
Keith Mackey from RBC Capital set a target price of $32.0 on 05/28/2026
Aaron Macneil from TD Cowen set a target price of $45.0 on 05/28/2026
Curtis Nagle from B of A Securities set a target price of $225.0 on 05/19/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.