Current stock research snapshot · 8/28/26 Fresh

EFXEquifax Inc.

WATCH

Investment conviction●●○○○2 of 5 · current snapshot

Research target$232.24Current stock price target

Investment thesis statusINTACTLast reviewed 8/28/26

Market cap$22.36BSnapshot value · 8/28/26

Research history

What changed

Aug 28, 2026

Conviction
1 → 2

Aug 28, 2026

Target
— → $232.24

Aug 28, 2026

Thesis status
NEEDS_MORE_DATA → INTACT

Aug 28, 2026

Coverage
— → Added to coverage

Current investment thesis

Digital Trust > Data Governance & Privacy > bureau identity/credit data as the KYC/underwriting toll complementary to FICO

Current stock catalysts

Next earnings (last reported 2026-07-21); Workforce Solutions mix; ex-div 2026-08-31

Current investment risks

Trailing EPS turns negative; another material data-breach event; Workforce Solutions growth stalls two quarters

Stock social sentiment

first-pass dt_ds_first_pass_2026-08-28; Fintel 🔴 Caution

Snapshot · 8/28/26

Institutional positioning

🔴 Caution · ins-$14.1M · 13F 10+/15-×0.5 · short↑0.39

Snapshot · 8/28/26