Equifax Inc.

Informe acción NYSE:EFX

Capitalización de mercado: US$19.5b

Equifax Dividendos y recompras

Dividendo controles de criterios 4/6

Equifax es una empresa que paga dividendos con una rentabilidad actual de 1.37% que está bien cubierta por los beneficios. La próxima fecha de pago es en 15th June, 2026 con una fecha ex dividendo de 22nd May, 2026.

Información clave

1.4%

Rentabilidad por dividendo

5.9%

Rendimiento de la recompra

Rendimiento total para el accionista7.3%
Rendimiento futuro de los dividendos1.6%
Crecimiento de los dividendos2.8%
Próxima fecha de pago de dividendos15 Jun 26
Fecha ex dividendo22 May 26
Dividendo por acciónn/a
Ratio de pago36%

Últimas actualizaciones de dividendos y recompras

Recent updates

Seeking Alpha May 06

Equifax: Downgrading To Hold On Near-Term Uncertainty

Summary Equifax is downgraded to hold after a strong Q1 2026, with concerns about the sustainability of growth and margin leverage. Q1 revenue grew 14% y/y to $1.65B, driven by mortgage activity and robust Workforce Solutions (EWS) performance. Management did not raise 2026 guidance despite the beat, signaling caution on the earnings outlook and macro-driven mortgage recovery. EFX’s valuation is undemanding, but lack of margin expansion and mortgage dependency limit near-term rerating potential. Read the full article on Seeking Alpha
Actualización de narrativa Apr 25

EFX: AI And Marketing Reset Will Support Long Term Earnings Power

Analysts trimmed the Equifax fair value estimate by about $7 to $229.19. Lower price targets from several firms, slightly higher discount rate assumptions, and a reduced revenue growth outlook were only partly balanced by a higher projected profit margin and a lower future P/E multiple.
Actualización de narrativa Apr 11

EFX: AI Credit Tools And Marketing Reset Will Support Future Upside

Analysts have slightly reduced the average Equifax price target, with a modeled fair value moving from about $237.35 to $236.05. This change reflects updated views on discount rates, growth assumptions and recent target cuts across the Street.
Actualización de narrativa Mar 26

EFX: AI Credit Tools And Marketing Shift Will Support Future Upside

Analysts have made only a small trim to the Equifax fair value estimate to $237.35, as recent price target cuts sit alongside views that the $1 VantageScore pricing move is mainly marketing and that sector wide expectations for revenue, EPS and free cash flow growth remain intact. Analyst Commentary Recent commentary around Equifax reflects a split between analysts who see the latest headlines as more noise than substance and those who are recalibrating their assumptions and price targets more cautiously.
Actualización de narrativa Mar 11

EFX: AI Credit Tools And Buy Rating Will Shape Future Upside

Analysts have trimmed their average price target for Equifax by about $1 to $237.60, reflecting slightly higher discount rate assumptions, even as they factor in modestly stronger revenue growth, somewhat lower profit margins, and a higher future P/E after a recent wave of target reductions, alongside a fresh $250 Buy-level target from BofA. Analyst Commentary Recent Street research around Equifax reflects a mix of optimism on the long term earnings profile and caution around execution risks and valuation, especially after a cluster of price target cuts.
Actualización de narrativa Feb 23

EFX: Credit Score Shift And AI Tools Will Shape Future Upside

Analysts have modestly trimmed their aggregate fair value estimate for Equifax to about $238.55 from $243.15, reflecting slightly higher discount rate and lower profit margin assumptions, while they continue to reference supportive long term growth expectations and a recent $250 price target from renewed coverage. Analyst Commentary Recent Street research on Equifax reflects a mix of cautious recalibration and ongoing confidence in the company’s long term earnings power.
Actualización de narrativa Feb 08

EFX: Credit Score Shift And AI Risk Tools Will Support Future Upside

Analysts have trimmed their price targets on Equifax, reflected in a lower fair value estimate from $262.75 to $243.15, as they recalibrate P/E expectations and discount rates following a series of target cuts across the Street, while still modeling steady revenue growth and profit margins. Analyst Commentary Recent Street research on Equifax shows a clear reset in expectations, with a cluster of firms cutting price targets by amounts ranging from the mid teens to the low $40s.
Actualización de narrativa Jan 24

EFX: Credit Score Competition And AI Fraud Tools Will Support Future Upside

Analysts have trimmed their price target on Equifax by about US$2 to US$262.75, citing updated assumptions around revenue growth, profit margins and future P/E that slightly adjust their overall valuation view. What's in the News The Federal Housing Finance Agency opened the door for VantageScore to compete with FICO in the home loan market, with Equifax, Experian and TransUnion owning VantageScore and potentially reshaping how mortgage credit scores are priced and sourced (Bloomberg).
Actualización de narrativa Jan 08

EFX: High Entry Barriers Will Support Future Upside From Credit Score Competition

Analysts have trimmed their price targets on Equifax slightly, with one moving to a Hold at US$242 and another adjusting to US$271. These changes reflect updated views on growth, margins and future P/E assumptions following expected headwinds from FICO's Mortgage Direct License Program.
Actualización de narrativa Dec 25

EFX: High Entry Barriers Will Support Future Outperformance Amid Mortgage Licensing Shift

Analysts have nudged their average price target for Equifax slightly lower, trimming fair value by approximately $0.50 to around $266.75 as they factor in modestly higher long term revenue growth and durable high quality assets, but also incremental earnings pressure and potential headwinds from FICO's new Mortgage Direct License Program. Analyst Commentary Analysts remain divided on Equifax, with views shaped by the competitive implications of FICO's Mortgage Direct License Program and the durability of Equifax's core data assets.
Actualización de narrativa Dec 11

EFX: High Entry Barriers Will Sustain Resilience Amid FICO Mortgage License Headwinds

Analysts have nudged their average price target for Equifax slightly lower, trimming fair value by about $0.55 to roughly $267.25, as they factor in modestly higher long term headwinds from FICO's Mortgage Direct License Program and related credit bureau competition, despite still solid growth and margin assumptions. Analyst Commentary Street research reflects a mixed but generally constructive stance on Equifax, with views diverging around how disruptive FICO's Mortgage Direct License Program will ultimately be to the company's growth, margins, and valuation.
Actualización de narrativa Nov 26

EFX: High Entry Barriers Will Sustain Core Resilience Amid Mortgage Score Disruption

Equifax's analyst price target has edged down by $0.50 to $267.80, as analysts cite near-term pressures on growth and profitability due to mortgage industry headwinds and changing competitive dynamics. Analyst Commentary Recent Street research highlights a mix of optimistic and cautious perspectives regarding Equifax's prospects, especially as the company navigates industry changes and competitive pressures.
Actualización de narrativa Nov 09

EFX: Durable Competitive Advantages Will Offset Revenue Headwinds From Mortgage License Shift

Analysts have lowered their fair value estimate for Equifax to $268.30 from $272. They cite potential headwinds from industry changes and cautious revenue growth assumptions.
Actualización de narrativa Oct 26

New Competitive Pressures And Regulatory Shifts Will Shape Market Leadership

Equifax's fair value estimate has been revised down from $277.70 to $272.00. Analysts cite ongoing revenue growth and margin pressures resulting from new industry headwinds and increased competition in the credit services market.
Actualización de narrativa Oct 12

Government Verification And Cloud Migration Will Secure Future Advantage

Equifax's analyst price target has decreased from $280.50 to $277.70, as analysts note heightened industry headwinds and ongoing uncertainty following recent market and regulatory developments. Analyst Commentary Recent research reports highlight both opportunities and challenges for Equifax, as analysts adjust price targets and revisit expectations in light of evolving industry conditions and company-specific developments.
Artículo de análisis Jul 19

Returns On Capital Are Showing Encouraging Signs At Equifax (NYSE:EFX)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Jun 22

Why Equifax Inc. (NYSE:EFX) Could Be Worth Watching

Let's talk about the popular Equifax Inc. ( NYSE:EFX ). The company's shares led the NYSE gainers with a relatively...
Seeking Alpha Apr 24

Equifax: Fundamentals Are Better Than Expected, But Macro Risks Haven't Cleared

Summary I maintain a hold rating on Equifax despite a strong 1Q25 performance, as macro risks like high mortgage rates and poor hiring trends persist. Equifax's 1Q25 results exceeded expectations with $1.442 billion revenue and a 29.3% adj. EBITDA margin, driven by growth in all segments. New growth drivers, including the SSA deal and The Work Number platform, are showing strong potential, enhancing Equifax's long-term outlook. Despite positive fundamentals, near-term caution is warranted due to volatile mortgage volumes and hiring trends, along with macroeconomic uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Apr 14

Equifax Q1 Preview: Management's Thoughts On Outlook Should Be Interesting

Summary Analysts expect Equifax Inc.'s Q1 '25 results to show minimal growth, with EPS estimates at $1.41 adjusted and $1.00 GAAP on $1.42B revenue. Key concerns include weak U.S. mortgage and hiring markets, with 16 downward EPS revisions adding uncertainty to the upcoming results. Focus areas include U.S. mortgage inquiry declines, Workforce Solutions headwinds, and international performance, particularly in Brazil and Europe. Given the lackluster top-line growth and macroeconomic uncertainties, I don't recommend buying EFX stock before the earnings announcement. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Equifax: Near-Term Weakness That May Lead To Guidance Revision (Rating Downgrade)

Summary I am downgrading Equifax stock to a hold rating due to weak FY25 guidance, soft mortgage inquiry outlook, and hiring market pressures. Despite solid 4Q24 results and medium-term growth potential, the near-term earnings outlook is poor with decelerating revenue and EPS growth. Elevated mortgage rates and declining hiring volumes are significant headwinds, limiting EFX's ability to sustain recent growth rates. The current 30x forward P/E valuation lacks margin of safety; I prefer waiting for a better entry point or clearer macro recovery signs. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

The 'New Equifax' Will Be More Profitable On New Cloud

Summary Equifax's transition to its own cloud and EFX.AI capabilities will drive revenue growth, margin expansion, and increased free cash flow, enhancing profitability. Lower CapEx and higher margins will boost earnings, with EPS expected to grow significantly, supporting a one-year price target of $306.75 and a Strong Buy rating. The new cloud platform will improve productivity, benefiting shareholders with increased returns. Despite recent stock volatility, the anticipated growth and financial benefits justify a 20.29% price increase, aligning with Wall Street analysts' positive outlook. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de EFX se han mantenido estables en los últimos 10 años.

Dividendo creciente: El pago de dividendos de EFX ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Equifax vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de EFX con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (EFX)1.4%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Professional Services)2.6%
Analista de previsiones (EFX) (hasta 3 años)1.6%

Dividendo destacado: El dividendo de EFX(1.37%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.41%).

Alto dividendo: El (1.37%) del dividendo de EFX es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.22%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (36%), los pagos de dividendos de EFX están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su bajo ratio de pago en efectivo (23.4%), los pagos de dividendos de EFX están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 15:07
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Equifax Inc. está cubierta por 33 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jasper HellwegArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays