Argus upgrades Equifax to Buy with $200 target as growth picks up

Argus analyst John Eade raised Equifax to a Buy rating and set a $200 price target, citing a new consumer credit‑scoring model and a 12% dividend increase. The credit‑bureau reported third‑quarter 2026 adjusted earnings of $2.26 per share on revenue of $1.69 billion, with U.S. mortgage revenue up 15%. The upgrade sent the stock higher in trading.

The upgrade and $200 target suggest a higher valuation for Equifax, which could support further price appreciation. Investors will watch whether the dividend increase and mortgage‑revenue growth sustain the upside.

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