Equifax (EFX) Looks Attractive Defying Mortgage Weakness and AI Fears

In its Q2 2026 investor letter, Vulcan Value Partners emphasized Equifax Inc. (NYSE:EFX), a company specializing in data, analytics, and technology through its Workforce Solutions, U.S. Information Solutions (USIS), and International divisions During the quarter, Vu

In its Q2 2026 investor letter, Vulcan Value Partners emphasized Equifax Inc. (NYSE:EFX), a company specializing in data, analytics, and technology through its Workforce Solutions, U.S.

Information Solutions (USIS), and International divisions

During the quarter, Vulcan Value Partners added Equifax Inc. (NYSE:EFX) to its large‑cap and all‑cap strategies. On July 29, 2026, Equifax Inc. (NYSE:EFX) closed at $187.05 per share, reflecting a market capitalization of $21.98 billion. Equifax Inc. (NYSE:EFX) posted a one-month return of 8.71%, while its shares lost 22.14% over the past 52 weeks.

Vulcan Value Partners stated the following regarding Equifax Inc. (NYSE:EFX) in its Q2 2026 investor update: “We purchased one new position during the quarter: Equifax Inc. (NYSE:EFX). Equifax is one of the three major credit bureaus in the U.S. Lending institutions self-report their consumer lending and payment data to Equifax.

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