BNP Paribas Exane Cuts Equifax Price Target to $195 Following Insider Sales
Key Facts
BNP Paribas Exane analysts have lowered their price target for Equifax (EFX) to $195.00 from $210.00, maintaining a neutral rating. This adjustment follows news that CEO Mark W. Begor sold shares totaling approximately $6.52 million on April 24th, a move that reduced his direct stake in the company by 12.21%. Notably, the sales were executed under a pre-scheduled Rule 10b5-1 trading plan, suggesting the divestment was planned well in advance. In a positive move for investors, Equifax recently raised its quarterly dividend, signaling confidence in its long-term cash flow. While the company exceeded its Q1 2026 earnings estimates, the lowered price target reflects a cautious stance from analysts. Investors are currently weighing the impact of these executive sales against the company's fundamental growth and increased shareholder returns.