Equifax Q4 revenue beats analyst expectations, warns of slight decline in mortgage market

Equifax

04/02/2026 11:39

Overview

Data analytics firm's Q4 revenue grew 9%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company returned $561 mln to shareholders, including $500 mln share repurchase

Outlook

Equifax expects full-year 2026 revenue between $6.66 bln and $6.78 bln

Company projects 2026 adjusted EPS between $8.30 and $8.70 per share

Equifax anticipates slight decline in U.S. mortgage market in 2026

Result Drivers

MORTGAGE REVENUE - U.S. Mortgage revenue increased 20%, outperforming the declining market, contributing significantly to overall revenue growth

WORKFORCE SOLUTIONS - Workforce Solutions revenue grew 9%, driven by 10% growth in Verification Services, led by Government and Consumer Lending

INTERNATIONAL GROWTH - International revenue rose 7%, with Latin America leading the growth at 8% on a reported basis

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.55 bln
$1.53 bln (17 Analysts)
Q4 Adjusted EPS
Beat
$2.09
$2.05 (19 Analysts)
Q4 EPS
$1.44


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for Equifax Inc is $260.00, about 48.5% above its February 3 closing price of $175.05

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release: ID:nPn1FqQG6a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)