Morgan Stanley analyst Toni Kaplan lowered the firm’s price target on Equifax (EFX) to $244 from $269 and keeps an Overweight rating on the shares following “solid” Q4 results. The firm contends that government remains Equifax’s largest and most important segment, and reacceleration in 2026 is “critical” for the stock after a muted 2025. Morgan Stanley continues to expect significant long-term EPS growth that the firm believes is not priced into the stock.
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