Stifel reiterates Buy rating on Equifax stock, maintains $295 price target

Published 23/07/2025, 13:24
Stifel reiterates Buy rating on Equifax stock, maintains $295 price target

Investing.com - Stifel has reiterated its Buy rating on Equifax (NYSE:EFX) stock while maintaining its price target of $295.00. The stock, which has declined over 8% in the past week and currently trades at $238.41, shows signs of being oversold according to InvestingPro technical indicators.

The research firm expressed disappointment that government sales are not materializing at the pace Equifax had expected, but believes it is "a matter of time before EFX gets them over the finish line." Despite near-term challenges, the company maintains impressive gross profit margins of 56.4% and has demonstrated long-term stability with 55 consecutive years of dividend payments.

Stifel has adjusted its 2025 revenue estimate for Equifax, increasing it by $32 million to $6,005 million, while its Adjusted EPS forecast rises by $0.06 to $7.52.

For 2026, the firm has raised its revenue estimate by $20 million to $6,500 million, though it noted the year-over-year growth rate has moderated to 8.2% from 8.5%.

Stifel’s 2026 EPS projection for Equifax has been revised downward by $0.05, from $8.74 to $8.69.

In other recent news, Equifax Inc . reported its highest-ever quarterly revenue for the second quarter of 2025. The company achieved earnings per share of $1.53, surpassing analysts’ expectations of $1.50. Equifax’s revenue reached $1.54 billion, exceeding forecasts by 1.99%. The company noted growth in its Workforce Solutions and International segments as key contributors to this performance. Despite these positive financial results, shares experienced a decline in pre-market trading, indicating mixed investor sentiment. These developments highlight the company’s ongoing efforts to expand its market presence and enhance its service offerings.

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