Jefferies reiterates Buy rating on Equifax stock, maintains $325 price target

Published 22/07/2025, 13:56
Jefferies reiterates Buy rating on Equifax stock, maintains $325 price target

Investing.com - Jefferies has reiterated its Buy rating on Equifax (NYSE:EFX) stock while maintaining its price target of $325.00, following the company’s better-than-expected quarterly results. With a market capitalization of $32.25 billion and an overall "Fair" financial health score according to InvestingPro, Equifax currently trades at a P/E ratio of 52.8x.

The credit reporting agency reported revenue growth of approximately 8.1% year-over-year on a constant currency basis, surpassing consensus expectations of 6.6% growth for the period.

Despite the revenue beat, Equifax narrowed its full-year guidance to 5.4-6.6% year-over-year growth, compared to its previous guidance range of 5.0-7.1%, citing continued market volatility.

Jefferies noted that Equifax’s third-quarter guidance came in weaker than expected, with the company’s Employer Workforce Solutions (EWS) segment identified as the primary driver of the softer outlook.

The research firm indicated uncertainty about how conservative the updated guidance might be, stating it looked forward to receiving additional information during Equifax’s earnings call.

In other recent news, Equifax Inc . reported second-quarter earnings that exceeded analyst expectations, driven by strong growth in mortgage revenue. The company posted adjusted earnings of $2.00 per share, surpassing the analyst estimates of $1.50. Additionally, Equifax’s revenue reached $1.537 billion, beating the consensus forecast of $1.51 billion. Total (EPA:TTEF) revenue increased by 7% on a reported basis and 8% in local currency compared to the same period last year. These results highlight the company’s performance in a challenging market environment. The credit reporting agency’s strong financial results have captured the attention of investors. Analyst firms are closely monitoring these developments. This financial performance reflects Equifax’s ability to generate revenue growth despite broader market challenges.

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