Today
+4.28%
5 Days
+7.81%
1 Month
+37.51%
6 Months
+11.44%
Year to Date
-10.47%
1 Year
-7.76%
• Equifax reported strong third-quarter earnings driven by expanding profit margins and AI cost savings. • Diversified revenue streams and market share gains helped offset weak mortgage origination volumes. • Technical indicators show an RSI buy condition with analysts maintaining an average price target.
• Equifax shares fell due to regulatory risks and potential bi-merge mortgage reporting shifts. • CFO insider selling filings added selling pressure amid sector-wide regulatory scrutiny and concerns. • Equifax reports annual revenue of $6.07 billion and net profit of $660.30 million.
• S&P Global shares declined due to macroeconomic shifts and higher interest rate expectations. • Corporate debt issuance and refinancing volumes are negatively impacted by rising treasury yields. • Institutional investors are rotating capital amid a tightening credit cycle and market uncertainty.
• 2026 revenue and EPS estimates lowered below expectations. • AI disruption concerns impact financial data services industry. • Analysts reduce price targets, though rating remains "Buy".
Equifax (EFX) Q3 2026 Earnings Call: AI Margin Gains Offset Mortgage Weakness


| Shareholders | Proportion |
|---|---|
| Vanguard Capital Management, LLC | 6.57% |
| Harris Associates L.P. | 6.35% |
| Capital International Investors | 5.41% |
| BlackRock Institutional Trust Company, N.A. | 5.28% |
| Shareholder Types | Proportion |
|---|---|
| Investment Advisor | 51.35% |
| Investment Advisor/Hedge Fund | 35.75% |
| Hedge Fund | 5.18% |
| Research Firm | 2.80% |
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