• Morgan Stanley sets a price target of $244 for Equifax, indicating a potential increase of 34.78%.
• Equifax reports strong fourth-quarter 2025 results, with earnings per share of $2.09, surpassing estimates.
• Despite challenges, Equifax's revenue growth in key sectors highlights its resilience and adaptability.

Equifax Inc. (NYSE:EFX) is a global data, analytics, and technology company that provides information solutions to businesses and consumers. The company is known for its credit reporting services and operates in the Zacks Consulting Services industry. Equifax competes with other major credit reporting agencies like Experian and TransUnion.

On February 4, 2026, Toni Kaplan from Morgan Stanley set a price target of $244 for Equifax, suggesting a potential price increase of approximately 34.78% from its current price of $181.04. This optimistic outlook comes on the heels of Equifax's strong fourth-quarter 2025 results, where the company reported earnings per share (EPS) of $2.09, surpassing the Zacks Consensus Estimate by 2.5%.

Equifax's revenues for the fourth quarter reached $1.6 billion, exceeding consensus estimates by 1.3% and marking a 9.2% increase from the same quarter last year. This growth was driven by robust performances in its Workforce Solutions and USIS segments, with revenues rising by 9% and 12% year-over-year, respectively. International revenues also saw a 7% increase, highlighting the company's strong market position.

Despite these positive results, Equifax faced margin pressure, and its first-quarter EPS outlook fell short of consensus estimates. Over the past year, Equifax shares have declined by 34.7%, which is less severe than the 41.6% drop experienced by the industry. In contrast, the Zacks S&P 500 composite has seen an 18.5% increase, indicating a challenging environment for the industry.

Equifax's ability to maintain revenue growth in its mortgage and workforce solutions sectors, despite challenges in the broader housing and hiring markets, underscores its resilience and adaptability. The company's market capitalization stands at approximately $22.3 billion, with a trading volume of 4,826,833 shares on the NYSE.