Equifax Inc. (EFX) delivered mixed results in Q2 FY2026 on revenue of $1.7B versus the $1.7B estimate (+10.6% YoY) and EPS of $2.25. The next Equifax Inc. (EFX) earnings date is Oct 20, 2026. Below is the full Equifax Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Equifax Inc. (EFX) Earnings Analysis — key stats
Next earnings date
Oct 20, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
5 of last 8 (quarters above estimate)
Avg next-day move
±7.2% (over the last 8 reports)
Post-earnings direction
Up 2 / Down 6 (of the last 8 reports)
Implied move (next report)
±18.0% (options-derived · into Oct 20, 2026)
Institutional ownership
100.3% (13F as of 2026-06-30)
Top 10 holders
45.9% (of shares outstanding)
Insider activity
3 buys / 9 sells (recent Form 4 filings)
Revenue
$1.7B (vs $1.7B est · +0.2% surprise · +10.6% YoY)
EPS
$2.25 (vs $2.20 est · +2.3% surprise · +0.6% YoY)
Share price
$194.63 (+1.0%)
Market cap
$22.9B
Equifax Inc. (EFX) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.7B vs $1.7B est
$2.25 vs $2.20 est
+2.3%
-5.3%
Mixed
Q2 FY2026
$1.6B vs $1.6B est
$1.86 vs $1.69 est
+10.1%
-10.0%
Mixed
Q1 FY2026
$1.6B vs $1.5B est
$2.09 vs $2.06 est
+1.5%
+9.1%
In line
Q4 FY2025
$1.5B vs $1.5B est
$2.04 vs $1.94 est
+5.2%
-0.2%
Mixed
Q3 FY2025
$1.5B vs $1.5B est
$2.00 vs $1.93 est
+3.6%
-5.3%
Mixed
Q2 FY2025
$1.4B vs $1.4B est
$1.53 vs $1.41 est
+8.5%
+15.8%
Mixed
Q1 FY2025
$1.4B vs $1.4B est
$2.12 vs $2.12 est
+0.0%
-8.1%
In line
Q4 FY2024
$1.4B vs $1.4B est
$1.85 vs $1.85 est
+0.0%
-3.4%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.8%
9.4M
$1.5B
-0.7%
Vanguard Capital Management LLC
6.5%
7.8M
$1.2B
-0.6%
Harris Associates L P
6.2%
7.4M
$1.2B
-1.1%
Vanguard Portfolio Management LLC
4.4%
5.2M
$832.1M
-0.5%
State Street Corp
4.3%
5.2M
$825.3M
+3.5%
Capital International Investors
4.3%
5.2M
$823.3M
+41.1%
Soroban Capital Partners LP
3.7%
4.4M
$700.1M
+5.4%
Massachusetts Financial Services CO /Ma/
3.2%
3.9M
$620.4M
-17.7%
Morgan Stanley
2.8%
3.3M
$525.5M
-17.6%
Brown Advisory INC
2.7%
3.3M
$521.9M
-9.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Larson Barbara A
director
2026-08-10
Buy
160
—
Larson Barbara A
director
2026-08-10
Buy
181
—
Begor Mark W
director, officer: CEO
2026-07-24
Buy
38K
$4.2M
Begor Mark W
director, officer: CEO
2026-07-24
Sell
500
$87926
Begor Mark W
director, officer: CEO
2026-07-24
Sell
600
$101915
Begor Mark W
director, officer: CEO
2026-07-24
Sell
600
$101085
Begor Mark W
director, officer: CEO
2026-07-24
Sell
1K
$227386
Begor Mark W
director, officer: CEO
2026-07-24
Sell
3K
$510241
What you'll find
Next Equifax Inc. (EFX) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Equifax Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Equifax Inc. (EFX)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Equifax Inc.'s next earnings date?
Equifax Inc.'s (EFX) next scheduled earnings date is Oct 20, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Equifax Inc. (EFX) beat or miss earnings?
In Q2 FY2026, Equifax Inc. (EFX) posted mixed results — revenue of $1.7B versus the $1.7B estimate (+0.2% surprise) and EPS of $2.25 versus $2.20 expected (+2.3% surprise). Magnisto decodes every Equifax Inc. (EFX) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Equifax Inc. beat earnings estimates?
Over its last 8 reported quarters, Equifax Inc. (EFX) beat Wall Street EPS estimates 5 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Equifax Inc. (EFX) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Equifax Inc. stock move after earnings?
Over its last 8 quarterly reports, Equifax Inc. (EFX) moved an average of ±7.2% the day after earnings — ranging from -10.0% (Q2 FY2026) to +15.8% (Q2 FY2025). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Oct 20, 2026, options-implied volatility is pricing in a move of roughly ±18.0% (derived). Magnisto tracks the realized post-earnings move for every Equifax Inc. (EFX) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Equifax Inc.?
Institutions hold about 100.3% of Equifax Inc.'s (EFX) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.8%), Vanguard Capital Management LLC (6.5%), Harris Associates L P (6.2%). Magnisto lists Equifax Inc.'s (EFX) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Equifax Inc. (EFX)?
In the most recent Form 4 filings Magnisto tracks, Equifax Inc. (EFX) insiders recorded 3 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Equifax Inc. (EFX) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Equifax Inc. (EFX), anchored to the current $194.63 share price, so you can weigh the bull, base and bear cases for Equifax Inc. side by side.
Is Equifax Inc. (EFX) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Equifax Inc. fits your own thesis and risk profile. This is research, not investment advice.