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

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

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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