Goldman Sachs Lowers Equifax Target Amid Analyst Caution

Goldman Sachs has reduced its target price for Equifax Inc. from USD 171.00 to USD 148.00, maintaining a Neutral rating on the stock. This adjustment follows a broader trend of revised expectations ahead of the company's upcoming earnings report. Barclays also recently lowered its target for Equifax from USD 200.00 to USD 155.00, keeping an Equal Weight rating. The moves suggest analysts are prioritizing valuation discipline over growth projections.

Equifax reported strong second-quarter 2026 results, with revenue reaching USD 1.70 billion, a 10.60% increase from the same quarter in 2025. Adjusted earnings per share came in at USD 2.25, surpassing the USD 2.20 consensus estimate. Despite these positive results, the target price cuts indicate caution among analysts regarding future performance.

As of October 6, 2026, Equifax's stock was trading at EUR 127.23 on Lang & Schwarz, up 0.16% from the prior close. The company's market capitalization stood at USD 16.8 billion, with its stock trading near the lower end of its 52-week range of USD 137.01 to USD 244.37. The small daily change in the euro quote keeps the focus on the recent analyst revisions and earnings data.