Equifax to Take Part in Investor Conferences This November
Equifax Investor Conferences: Equifax will participate in two investor conferences in November 2025, including a Fireside Chat at the J.P. Morgan Ultimate Services Investor Conference on November 18 and attendance at the RBC Global TIMT Conference on November 19.
Live Webcast and Replay: Investors can join a live webcast of the Fireside Chat, with a replay available within 24 hours on Equifax's Investor Relations website.
Company Overview: Equifax is a global data, analytics, and technology company that supports financial institutions and government agencies in making informed decisions, operating in 24 countries with nearly 15,000 employees.
Contact Information: For more information, Molly Clegg is the contact person for Equifax, and additional details can be found on their website.
Trade with 70% Backtested Accuracy
Analyst Views on EFX
About EFX
About the author

Stock Sale Announcement: Equifax officer Mark Wintend plans to sell 37,791 shares of the company's common stock.
Market Value: The total market value of the shares being sold is approximately $7.4 million.
- Strong Earnings Report: Equifax reported an adjusted EPS of $2.09 for Q4, surpassing market expectations of $2.05, indicating robust profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $1.551 billion, exceeding the anticipated $1.527 billion, demonstrating Equifax's sustained competitiveness in the market, which contributed to its stock price increase.
- Future Outlook: Equifax projects FY2026 adjusted EPS between $8.30 and $8.70, slightly below the market estimate of $8.74, while forecasting sales of $6.660 billion to $6.780 billion, indicating stable growth potential.
- Analyst Rating Adjustments: Following the earnings announcement, Needham's Kyle Peterson maintained a Buy rating but lowered the price target from $295 to $265, while Morgan Stanley's Toni Kaplan kept an Overweight rating, reducing the target from $269 to $244, reflecting a cautious market sentiment regarding Equifax's future performance.
- Acquisition Agreement: Texas Instruments is set to acquire Silicon Labs for $231 per share in an all-cash transaction valued at $7.5 billion, which not only boosts Silicon Labs' market valuation but also enhances Texas Instruments' competitive edge in the semiconductor sector.
- Positive Market Reaction: Following the acquisition announcement, Silicon Labs' stock surged by 49%, indicating strong investor confidence in the deal and reflecting optimistic expectations for consolidation within the semiconductor industry.
- Strong Earnings Performance: Silicon Labs reported an adjusted EPS of 56 cents for Q4, slightly above the consensus estimate of 55 cents, demonstrating stable financial performance that enhances the attractiveness of the acquisition.
- Industry Consolidation Trend: This acquisition represents a strategic move for Texas Instruments to expand its product line and signifies an acceleration in semiconductor industry consolidation, potentially triggering more similar deals that could reshape the market landscape.
- Q1 2026 Expectations: Equifax anticipates adjusted earnings per share between $1.63 and $1.73 for Q1 2026, with revenue projected at $1.597 billion to $1.627 billion, indicating a cautiously optimistic outlook for the market.
- Annual Financial Outlook: The company projects adjusted earnings per share of $8.30 to $8.70 for fiscal 2026, with revenue expected between $6.660 billion and $6.780 billion, reflecting a positive outlook for future market conditions.
- Comparison to 2025: In Q1 2025, Equifax recorded adjusted earnings of $1.53 per share and revenue of $1.442 billion, demonstrating ongoing growth in both revenue and profitability.
- Market Reaction: EFX shares rose by 0.02% to $175 in pre-market trading on the New York Stock Exchange, indicating investor optimism regarding the company's future prospects.
- Upgraded Profit Forecast: Equifax anticipates annual revenue between $6.66 billion and $6.78 billion for 2023, surpassing Wall Street's expectation of $6.59 billion, indicating robust performance amid high interest rates.
- Mortgage Segment Growth: The company reported a 20% increase in U.S. mortgage revenue for Q4, reflecting a rebound in loan demand supported by a resilient labor market and economy, which boosts the need for credit scores and risk assessments.
- Competitive Strategy: Equifax plans to expand its VantageScore mortgage credit score offerings to counter FICO's strategy of selling credit scores directly to lenders, aiming to enhance market share and achieve margin expansion.
- Quarterly Performance Exceeds Expectations: The company posted an adjusted earnings per share of $2.09 for Q4, beating analyst expectations of $2.05, with quarterly revenue reaching $1.55 billion, also above the projected $1.53 billion, showcasing strong financial performance.









