Equifax Inc. reported solid growth for the quarter ended June 30, 2026, with operating revenue of $1,700.1 million, up 11% from 2025, and first-half revenue of $3,349.0 million, up 12%. Diluted EPS was $1.54 for the quarter (slightly above $1.53 a year earlier) and $2.96 for the first six months versus $2.59.
Operating margin declined to 18.5% from 20.2% as higher royalty costs, increased amortization from prior technology investments and litigation expense offset revenue growth. Results include a $100 million accrual for settling an FCRA-related class action tied to a coding issue, partly offset by a $60 million insurance receivable, for a net charge of about $40 million. Workforce Solutions, U.S. Information Solutions and International all grew, led by USIS Online Information Solutions and Verification Services. Cash from operations was $581.7 million in the first half against capital expenditures of $246.5 million. Total consolidated debt, net, rose to $5,467.1 million, including $1.4 billion of commercial paper, while Equifax repurchased 3.1 million shares for $560.0 million and paid dividends of $1.12 per share in the first half.
Equifax Inc. reported second quarter 2026 revenue of $1.700 billion, up 11% year over year with 10% local currency growth, driven by 7% growth in Workforce Solutions, 17% in U.S. Information Solutions and 8% in International.
Net income attributable to Equifax was $183.9 million, down 4%, while diluted EPS inched up to $1.54 from $1.53. Adjusted net income was $268.6 million and adjusted diluted EPS rose 13% to $2.25, with adjusted EBITDA of $552.1 million and a 32.5% margin, flat versus 2025. Results include a $40.0 million pre‑tax charge for a legal settlement associated with a previously disclosed coding issue.
The company agreed to acquire Mexican credit bureau Círculo de Crédito for an enterprise value of $750 million, targeting closing in the fourth quarter of 2026, and doubled its 2026–2028 AI‑driven cost reduction goal to $150 million. Equifax returned $366 million to shareholders through repurchasing 1.8 million shares for $300 million and paying $66 million in dividends. Full‑year 2026 guidance calls for $6.710–$6.780 billion of revenue, 10.5–11.6% growth, and adjusted EPS of $8.39–$8.69.
MARCUS ROBERT D reported acquisition or exercise transactions in this Form 4 filing.
Equifax Inc. director Robert D. Marcus received a grant of 221 Phantom Stock Units as deferred compensation in lieu of his annual cash retainer fees. Each unit is economically equivalent to one share of Equifax common stock. Following this award, he holds 2,710 phantom stock units. These units are payable, at his election, after his service as a director ends.
Equifax Inc. updated its corporate bylaws to change how shareholders can request a special meeting. Effective June 16, 2026, one or more shareholders must collectively own at least 25% of the voting power of all outstanding shares and have held them for at least one year to request a special meeting, subject to detailed procedural requirements in the amended bylaws. The company also made ministerial clarifications and updates, and the full Amended and Restated Bylaws are filed as an exhibit to this Form 8-K.
Capital International Investors (CII) filed Amendment No. 7 to a Schedule 13G/A reporting beneficial ownership of 3,820,844 shares of Equifax Inc. Common Stock (CUSIP 294429105). CII states this equals 3.2% of 120,634,597 shares believed outstanding.
The filing shows CII has sole voting power for 3,770,571 shares and sole dispositive power for 3,820,844 shares. The filing is signed by Aaron Espin, Senior Vice President, dated 05/13/2026.
Equifax Inc. reported the results of its 2026 Annual Meeting of Shareholders. A total of 112,862,429 shares were represented in person or by proxy. Shareholders elected ten directors, each receiving over 99.8 million shares voted in favor and facing several million shares voted against or abstaining.
Shareholders approved, on a non-binding advisory basis, compensation for named executive officers with 90,426,432 shares for and 16,817,915 against. They also ratified Ernst & Young LLP as independent registered public accounting firm for fiscal year 2026, with 107,056,475 shares for and 5,741,059 against.
On governance matters, shareholders supported, on a non-binding advisory basis, amending the Bylaws to allow holders of at least 25% of outstanding common stock to request a special meeting, with 98,693,741 shares for. A separate shareholder proposal to reduce this threshold to 10% was not approved, receiving 38,908,801 shares for and 68,336,404 against.
EQUIFAX INC director Audrey B. Tillman received a stock-based compensation award rather than buying shares on the open market. On 5/7/2026, she acquired 1,253 shares of common stock at an indicated value of $175.62 per share as a grant under the company’s long-term incentive plan.
The award consists of restricted stock units that vest 100% on 5/7/2027 and includes dividend equivalent units credited through the company’s last dividend payment date. Following this grant, Tillman directly holds a total of 6,677 shares of Equifax common stock.
Smith Melissa D reported acquisition or exercise transactions in this Form 4 filing.
Equifax director Melissa D. Smith reported an annual equity award rather than an open‑market trade. She received a grant of 1,253 shares of common stock at $175.62 per share under the company’s long‑term incentive plan, structured as restricted stock units that vest 100% on 5/7/2027.
Following this grant, Smith directly holds 6,802 shares of Equifax common stock. A separate entry shows 1,586 shares held indirectly through the Smith Trust u/a 4/2/09, reflecting additional trust ownership rather than a new market transaction.
McKinley John A reported acquisition or exercise transactions in this Form 4 filing.
Equifax Inc. director John A. McKinley received an equity award of 1,253 shares of common stock valued at $175.62 per share as part of his annual director compensation. This grant, made under the company’s long-term incentive plan, brings his direct holdings to 34,717 shares.
The award consists of restricted stock units that vest 100% on May 7, 2027, meaning the shares will fully become his at that time if the vesting conditions are met. The holding total also includes dividend equivalent units from prior awards where dividends were reinvested into additional restricted stock units.
MCGREGOR SCOTT A reported acquisition or exercise transactions in this Form 4 filing.
Equifax director Scott A. McGregor received an equity award of 1,253 shares of common stock on May 7, 2026, recorded at $175.62 per share, as an annual director grant under the company’s long-term incentive plan. The award is structured as restricted stock units that vest 100% on May 7, 2027, meaning the shares become fully owned at that time if service conditions are met. Following this grant, McGregor directly holds 11,308 shares, which includes dividend equivalent units credited on prior restricted stock unit awards.