Equifax Inc. (EFX) is a stock, not an exchange-traded fund. It is one of the "big three" consumer credit reporting agencies in the United States and a major data-analytics business, generating revenue through its Workforce Solutions (including The Work Number verification database), U.S. Information Solutions, and international segments. After a sharp drawdown and a strong third-quarter 2026 earnings report, the central question for investors is whether the shares can climb to a $200 price target.
The $200 central target is calculated from recent individual analyst price targets rather than any single firm's figure. Reviewing the latest attributed targets produces a spread from Goldman Sachs at $148 (Hold) and Barclays at $155 (Hold) on the cautious end, up to BNP Paribas (Exane) at $245 and Rothschild & Co (Redburn) at $235 on the bullish end. Targets in the middle include Mizuho at $185, RBC Capital at $194, Bank of America at $200, Wells Fargo at $200, and Morgan Stanley at $205. Averaging these recent figures yields a mean near $196, which rounds to the $200 target used throughout this article.
A broader S&P Global poll of about two dozen analysts points to an average near $197 with a "Buy" consensus and a similar $148-to-$245 range, so the calculated figure is consistent with the wider Street view. The dispersion is notable: bulls emphasize recurring verification revenue, margin expansion, and the long-term value of Equifax's data assets, while cautious analysts flag mortgage-rate headwinds, regulatory developments, and a premium valuation. Recent activity has tilted cautious on numbers but constructive on ratings: several firms (including Goldman Sachs, Morgan Stanley, Bank of America, and Wells Fargo) trimmed targets, while BNP Paribas and Redburn upgraded to Buy/Outperform ratings, arguing the pullback improved the risk-reward.
Following its third-quarter 2026 results, shares jumped roughly 12% to about $177, recovering from a 52-week low near $137 set in late September. Against that level, a move to $200 requires a gain of approximately 13%, a substantial but not extreme double-digit advance. The path would depend on Equifax sustaining the earnings momentum it just demonstrated: third-quarter net income rose to about $1.79 per share from $1.29 a year earlier, with revenue up to roughly $1.69 billion from $1.54 billion. The stock's trailing valuation and a 52-week range of roughly $137 to $239 leave room for debate about how much of the recovery is already priced in.
The stock's 52-week range of roughly $137 to $239 frames the setup. After bottoming near $137 in late September 2026, Equifax rebounded into the high-$170s on the earnings beat, leaving the prior support zone of roughly $150 to $160 as a reference point below. On the upside, $200 is a psychologically significant round number that also coincides with a cluster of analyst targets, making it a natural resistance level that the shares would need to clear and hold to establish the target as support.
Analyst price targets typically reflect a roughly 12-month research horizon, though individual firms vary. Investors should watch Equifax's next quarterly results and guidance, U.S. mortgage-rate and application data, FOMC (Federal Open Market Committee) interest-rate decisions, regulatory and litigation developments, and any further analyst revisions. Shifts in mortgage activity and government revenue are likely to move the narrative more than day-to-day price swings.
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Whether Equifax can reach $200 depends on execution that justifies a roughly 13% advance from current levels. The target is an analyst-derived average near $196 rounded upward, supported by a strong third-quarter report, margin expansion, and a predominantly constructive analyst base, but challenged by mortgage-rate sensitivity, regulatory costs, competitive dynamics, and a wide $148-to-$245 dispersion in opinions. The wide range underscores that reaching $200 is plausible but far from assured, with the durability of margin gains and any stabilization in the mortgage environment likely to determine the outcome.
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A.I.dvisor indicates that over the last year, EFX has been loosely correlated with TRU. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if EFX jumps, then TRU could also see price increases.
| Ticker / NAME | Correlation To EFX | 1D Price Change % | ||
|---|---|---|---|---|
| EFX | 100% | -2.55% | ||
| TRU - EFX | 65% Loosely correlated | -2.37% | ||
| EXPO - EFX | 56% Loosely correlated | +0.41% | ||
| VRSK - EFX | 52% Loosely correlated | -3.66% | ||
| MSA - EFX | 49% Loosely correlated | -1.18% | ||
| ARLO - EFX | 48% Loosely correlated | +3.41% | ||
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| Ticker / NAME | Correlation To EFX | 1D Price Change % |
|---|---|---|
| EFX | 100% | -2.55% |
| Data Processing Services industry (24 stocks) | 31% Poorly correlated | -1.89% |
| Technology Services industry (397 stocks) | 23% Poorly correlated | -0.85% |