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Why Equifax (EFX) Stock Is Up Today

Investivoq PriceTracker

Equifax Inc. (EFX) is up 6.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The rally appears tied to Equifax’s third-quarter 2026 results and updated full-year outlook released on October 20, 2026. Investors seem to be focusing on an earnings beat, double-digit revenue growth, and management’s indication that full-year adjusted EPS should land around $8.50 despite ongoing mortgage-market pressure.

Details:

  • Equifax reported adjusted earnings of $2.26 per share for the third quarter, above the consensus expectation of about $2.20.
  • Quarterly revenue rose roughly 10% year over year to about $1.69 billion, showing continued growth across the business even as parts of the mortgage market weakened.
  • Management updated 2026 guidance and pointed to about $8.50 in adjusted EPS, which gave investors confidence that earnings can hold up despite softer mortgage activity.
  • Equifax also highlighted more than $1 billion of expected free cash flow for 2026, which may have reinforced the view that the business remains financially resilient.

    • Sources:

    Equifax Investor Relations, SEC, AP News

    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 Insider Trades

    $EFX insiders have traded $EFX stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 12 sales selling 75,582 shares for an estimated $13,021,464.
    • JOHN W JR GAMBLE (EVP, CFO & COO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,463,710.

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

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    $EFX Hedge Fund Activity

    We have seen 339 institutional investors add shares of $EFX stock to their portfolio, and 482 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • CANTILLON CAPITAL MANAGEMENT LLC removed 1,791,379 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $284,327,674
    • VAN ECK ASSOCIATES CORP removed 1,565,290 shares (-97.8%) from their portfolio in Q2 2026, for an estimated $248,442,828
    • CAPITAL INTERNATIONAL INVESTORS added 1,510,205 shares (+41.1%) to their portfolio in Q2 2026, for an estimated $239,699,737
    • EGERTON CAPITAL (UK) LLP removed 1,481,188 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $203,278,241
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 983,836 shares (+inf%) to their portfolio in Q2 2026, for an estimated $156,154,449
    • BANK OF AMERICA CORP /DE/ removed 927,926 shares (-44.0%) from their portfolio in Q2 2026, for an estimated $147,280,414
    • AQR CAPITAL MANAGEMENT LLC added 905,167 shares (+51.3%) to their portfolio in Q2 2026, for an estimated $143,668,106

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

    $EFX Government Contracts

    We have seen $88,410,730 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:

    • EMPLOYMENT VERIFICATION SERVICES: $1,107,365
    • TO FUND OPTION PERIOD 3 FOR BPA CALL AGAINST SET UP 28321322A0004007 FOR THE ONLINE WAGE VERIFICATION SERVI...: $1,106,215
    • 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 Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $EFX Price Targets

    Multiple analysts have issued price targets for $EFX recently. We have seen 7 analysts offer price targets for $EFX in the last 6 months, with a median target of $220.0.

    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 Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.