EFX — Equifax Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates EFX Bearish with a Setup Score of 51, net conviction 29, actionability 89. How the Setup Score works →

Total Setup Score51
Directional BiasBearish
Net Conviction29
Actionability89 (in range)

Key signals behind this score

About Equifax Inc

Equifax Inc. operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$190.56
Market Cap$22.61B
Float117.0M
Shares Outstanding117.5M
P/E (Forward)23.04
P/E (TTM)33.76
Price/Sales (TTM)3.51
vs. Analyst Target+10.5% to analyst PT
Profit Margin10.73%
Operating Margin (TTM)17.31%
Revenue (TTM)$6.44B
Earnings Growth (YoY)0.70%
Dividend Rate2.2%
Analyst Target Price$210.52 (23 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $4.13B $520M $2.39B $1.23B
2021 $4.92B $744M $2.94B $1.58B
2022 $5.12B $696M $2.94B $1.68B
2023 $5.27B $545M $2.93B $1.58B
2024 $5.68B $604M $3.16B $1.72B
2025 $6.07B $660M $2.71B $1.83B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $1.54B $160M
Dec 2025 $1.55B $176M
Mar 2026 $1.65B $172M
Jun 2026 $1.70B $184M

Ownership & Float

Insider Ownership0.6%
Institutional Ownership104.9%
Short Float6.0%
% of All Funds Holding9.42%
Number of Funds Holding829

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$176.58Near-term / short-term trend
Weekly40-Week SMA$187.92Medium-term trend
Weekly80-Week SMA$216.38Cyclical trend (business cycle)
Weekly200-Week SMA$225.88Secular trend (multi-year)
Monthly10-Month SMA$188.14Near-term monthly trend
Monthly20-Month SMA$219.14Medium-term monthly trend
Monthly40-Month SMA$229.91Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$158.00 support 1.18x 0 months ago
$204.00 resistance 1.20x 4 months ago
$216.00 resistance 1.33x 6 months ago
$255.00 resistance 1.45x 9 months ago
$268.00 resistance 1.26x 17 months ago

Historical Earnings Reactions (122 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.10% 0.10% 52.46% 13.12% -9.28%
1 Day 0.17% 0.03% 50.00% 14.94% -14.78%
1 Week 0.55% 1.24% 60.66% 18.36% -14.58%
2 Weeks 0.70% 1.06% 59.02% 23.12% -17.00%
1 Month 1.68% 2.38% 60.33% 28.80% -23.70%

Next earnings: October 20, 2026 (54 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.3%63.0%46
Feb0.8%52.2%46
Mar2.4%67.4%46
Apr3.7%68.1%47
May1.8%59.6%47
Jun2.0%61.7%47
Jul-0.8%48.9%47
Aug0.6%54.3%46
Sep-0.7%50.0%46
Oct-0.4%47.8%46
Nov2.9%63.0%46
Dec2.3%63.0%46

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.00% 46.1% 2213
Tuesday 0.09% 47.6% 2401
Wednesday 0.06% 48.8% 2399
Thursday 0.12% 49.8% 2353
Friday 0.06% 48.9% 2337

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 104.9%

Insider Transactions — Smart Summary

Total insider ownership: 0.6%

12-Month Insider Activity Summary

Total Filings12
Net Value-$18.3M
Net Shares Change-4,480
% of Float-0.0%
C-Suite Filings12
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Begor Mark W CEO -$14.3M 4 N/A
GAMBLE JOHN W JR EVP, CFO & COO -$2.0M 3 N/A
Borton Chad M EVP, Pres Workforce Solutions -$1.2M 2 N/A
Mao Cecilia EVP, Chief Product Officer +$464,928 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-12 – 2026-02-25 5 5 -$5.5M 5 C-suite
2026-04-28 – 2026-05-08 3 3 -$3.6M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-08 Borton Chad M EVP, Pres Workforce Solutions -$761,868.75 Transaction at $173.54, now +9.8%
2026-02-12 Begor Mark W CEO -$3.7M Transaction at $172.35, now +10.6%
2026-02-19 Mao Cecilia EVP, Chief Product Officer +$464,928 Transaction at $193.72, now -1.6%
2026-02-17 Borton Chad M EVP, Pres Workforce Solutions -$485,452.5 Transaction at $191.50, now -0.5%
2025-10-29 Begor Mark W CEO -$6.1M Transaction at $217.89, now -12.5%
2026-02-25 GAMBLE JOHN W JR EVP, CFO & COO -$880,740 Transaction at $195.72, now -2.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Equifax Inc (EFX) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for EFX on Trend Edge →