Equifax Receives Buy Rating: Strong Performance, Promising Outlook, and Robust Capital Return Strategy

Analyst Shlomo Rosenbaum of Stifel Nicolaus maintained a Buy rating on Equifax (EFX – Research Report), reducing the price target to $277.00.

Shlomo Rosenbaum has given his Buy rating due to a combination of factors that highlight Equifax’s strong performance and future potential. The company reported a solid beat in its first-quarter results and provided better-than-expected guidance for the second quarter of 2025. This positive outlook, coupled with the unveiling of a long-term capital return framework aimed at returning $1 billion annually to investors through dividends and share repurchases, has contributed to the stock’s attractiveness.
Additionally, Equifax’s business model appears more recession-resistant, with significant growth in non-mortgage verticals and a strategic shift from building to leveraging cloud infrastructure. Despite some uncertainties regarding tariffs and macroeconomic conditions, the company’s robust performance in non-mortgage sectors and its ability to maintain lending activities without typical recessionary impacts are promising indicators for sustained growth. These factors, along with a proactive approach to capital returns, underpin Rosenbaum’s Buy rating for Equifax.

According to TipRanks, Rosenbaum is a 4-star analyst with an average return of 3.6% and a 48.39% success rate. Rosenbaum covers the Industrials sector, focusing on stocks such as First Advantage, Equifax, and Cintas.