TRU

TransUnion

70.95

Sep 23 • 3:59 PM ET -0.92 (-1.28%)

69.00

Aftermarket • 7:35 PM ET -1.95 (-2.75%)

Financial Financial Data & Stock Exchanges USA Large NYSE

Sep 23, 5:15 PMTransUnion CFO Todd Cello to step down effective December 31, 2026

Peers: FDS MORN MSCI MCO SPGI EFX NDAQ FICO ICE VRSK

| Held by: VTI IJH VB VBR VXF MDY SPMD IWR DFAT IJK

Index	-
Market Cap	13.59B
Enterprise Value	18.57B
Income	738.30M
Sales	4.90B
Book/sh	25.28
Cash/sh	4.38
Dividend Est.	0.51 (0.71%)
Dividend TTM	0.49 (0.69%)
Dividend Ex-Date	Aug 20, 2026
Dividend Gr. 3/5Y	4.77% 8.92%
Payout	19.86%
Employees	13500
IPO	Jun 25, 2015

P/E	18.71
Forward P/E	12.66
PEG	0.86
P/S	2.78
P/B	2.81
P/C	16.19
P/FCF	17.27
EV/EBITDA	13.89
EV/Sales	3.79
Quick Ratio	1.90
Current Ratio	1.90
Debt/Eq	1.17
LT Debt/Eq	1.12
Option/Short	Yes / Yes

EPS (ttm)	3.79
EPS next Y	5.61
EPS next Q	1.21
EPS this Y	12.76%
EPS next Y	15.63%
EPS next 5Y	14.70%
EPS past 3/5Y	20.09% 5.34%
Sales past 3/5Y	7.25% 12.58%
EPS Y/Y TTM	90.36%
Sales Y/Y TTM	12.37%
EPS Q/Q	33.20%
Sales Q/Q	14.91%
Earnings	Jul 28 BMO
EPS/Sales Surpr.	6.48% 2.04%

Insider Own	0.81%
Insider Trans	-6.02%
Inst Own	112.58%
Inst Trans	-0.65%
ROA	6.33%
ROE	15.77%
ROIC	7.19%
Gross Margin	46.35%
Oper. Margin	14.92%
Profit Margin	15.08%
SMA20	-9.63%
SMA50	-10.77%
SMA200	-6.76%
Trades

Shs Outstand	191.60M
Shs Float	190.04M
Short Float	5.03%
Short Ratio	4.10
Short Interest	9.55M
52W High	89.12 -20.39%
52W Low	63.37 11.96%
Volatility	2.34% 2.86%
ATR (14)	2.49
RSI (14)	30.72
Beta	1.54
Rel Volume	0.77
Avg Volume	2.33M
Volume	1,801,568

Perf Week	-4.97%
Perf Month	-16.40%
Perf Quarter	4.34%
Perf Half Y	3.40%
Perf YTD	-17.26%
Perf Year	-19.59%
Perf 3Y	-3.36%
Perf 5Y	-39.28%
Perf 10Y	110.22%
Recom	1.52
Target Price	97.77
Prev Close	71.87
Price	70.95
Change %	-1.28%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-16-26	Initiated	Mizuho	Neutral	$80
Feb-17-26	Resumed	BofA Securities	Neutral	$83
Oct-13-25	Resumed	Oppenheimer	Outperform	$93
Oct-01-25	Initiated	Seaport Research Partners	Neutral
Sep-03-25	Upgrade	Needham	Hold → Buy
Jul-10-25	Initiated	BMO Capital Markets	Outperform	$115
Apr-10-25	Resumed	BofA Securities	Underperform	$84
Oct-10-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$130
Oct-01-24	Initiated	UBS	Neutral	$110
Aug-28-24	Downgrade	Needham	Buy → Hold
Aug-13-24	Initiated	Wells Fargo	Overweight	$100
Jul-09-24	Initiated	Wolfe Research	Peer Perform
Jun-20-24	Upgrade	BofA Securities	Neutral → Buy	$92
Apr-01-24	Upgrade	BofA Securities	Underperform → Neutral	$65 → $90
Dec-19-23	Initiated	Oppenheimer	Outperform	$81
Oct-25-23	Downgrade	Evercore ISI	Outperform → In-line
Oct-25-23	Downgrade	BofA Securities	Buy → Underperform	$95 → $44
Apr-26-23	Upgrade	Needham	Hold → Buy	$84
Mar-01-23	Upgrade	Exane BNP Paribas	Neutral → Outperform	$80
Feb-01-23	Upgrade	BofA Securities	Neutral → Buy	$72 → $91

Show Previous Ratings

Sep-23-26 05:11PM	TransUnion Announces Chief Financial Officer Transition (GlobeNewswire)
Sep-16-26 10:26AM	What a Fed hike could mean for consumers - and their credit-card bills (MarketWatch)
Sep-15-26 08:23PM	Autodesk Or Fair Isaac: Which One Earns Its Growth Without Buying It? (Trefis)
Sep-10-26 06:50AM	TransUnion to Present at 2026 Barclays Global Financial Services Conference (GlobeNewswire)
Sep-09-26 07:25AM	Six in 10 Organizations Experienced at Least One Material Cyberattack in the Past 18 Months (GlobeNewswire)
03:48PM	Loading…
Sep-04-26 03:48PM	Bill Pulte Instructs Fannie and Freddie to Approve VantageScore in Blow to FICO Scores (Barrons.com) -5.93%
03:12PM	FICO Stock Falls 16% After Pulte Ends Its Mortgage Monopoly (GuruFocus.com)
09:01AM	Equifax, TransUnion, Experian Stocks Fall After Pulte Says Credit Firms Are Overcharging (Barrons.com)
Sep-03-26 10:00AM	The CFPB Has New Rules for You to Make Complaints (Kiplinger)
Sep-01-26 08:00AM	"Bring Clarity to Chaos" Campaign Lands TransUnion a 2026 AdExchanger Awards Finalist Spot (GlobeNewswire)
Aug-31-26 04:03PM	How to get a personal loan with bad credit (Bankrate)
07:06AM	Equifax Inc's Dividend Analysis (GuruFocus.com)
Aug-27-26 08:17AM	Debt Settlement Enrollment Linked to Greater Credit Score Declines Than Bankruptcy, New TransUnion Research Finds (GlobeNewswire)
Aug-25-26 06:00AM	Canadian Consumer Debt Reaches Record $2.64 Trillion as Financial Realities Differ Across Households (GlobeNewswire)
Aug-22-26 10:00AM	Casinos Look to Sports, Spas and Street Food to Attract Gen Zs (Bloomberg)
08:17AM	Loading…
Aug-20-26 08:17AM	Trust and Transparency Matter Most in Wealth Management Relationships, TransUnion Survey Finds (GlobeNewswire)
Aug-14-26 08:25AM	Nobody escaped: Walmart, Bank of America, TransUnion raise major red flag over US consumers. Protect your nest egg now (Moneywise)
Aug-11-26 07:25AM	Nearly One-Third of Gen Z Drivers Reported Owning or Driving An Uninsured Vehicle in the Past Six Months (GlobeNewswire)
Aug-06-26 06:50AM	More Americans Have Access to Credit While Debt Growth Has Moderated (GlobeNewswire)
06:40AM	TransUnion Declares Second Quarter 2026 Dividend of $0.125 per Share (GlobeNewswire)
Aug-05-26 07:25AM	TransUnion Research Reveals Growing AI Confidence-Readiness Paradox Among Marketers (GlobeNewswire)
Jul-28-26 05:03PM	TransUnion (TRU) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Full-Year ... (GuruFocus.com) +8.49%
01:26PM	TransUnion Q2 2026 Earnings Call Summary (Moby)
08:17AM	TransUnion Tops Second-Quarter Expectations and Increases Full-Year Forecast (InvestorsHub)
06:27AM	TransUnion: Q2 Earnings Snapshot (Associated Press)
06:19AM	TransUnion Announces Strong Second Quarter 2026 Results (GlobeNewswire)
Jul-23-26 08:17AM	Auto Loan Fraud Losses More Than Triple in Key Categories, New TransUnion Analysis Finds (GlobeNewswire)
Jul-22-26 06:00AM	Canadians Show Signs of Financial Improvement but Continue to Feel the Cost-of-Living Squeeze: TransUnion Canada Study (GlobeNewswire)
Jul-16-26 08:17AM	TransUnion Brings New Alternative Credit Signals to Mortgage Decisioning (GlobeNewswire)
Jul-06-26 09:47AM	Okta upgraded, Datadog downgraded: Wall Street's top analyst calls (The Fly)
06:50AM	Loading…
Jun-30-26 06:50AM	TransUnion Announces Earnings Release Date for Second Quarter 2026 Results (GlobeNewswire)
Jun-25-26 07:33AM	TransUnion Report Maps How Mortgage Rate Changes Could Reshape Local Housing Markets (GlobeNewswire)
Jun-24-26 04:26PM	Over $28 Million in Debt Paid Off Through VyStar's Debt Payoff Challenge (TMX Newsfile)
Jun-23-26 06:00AM	Gen Z Drives Canada's Credit Growth as Delinquencies Begin to Stabilize (GlobeNewswire)
Jun-18-26 07:33AM	Seven in 10 Insurers Say They Deliver Personalized Experiences; Fewer Than Half of Consumers Agree (GlobeNewswire)
Jun-17-26 08:00AM	Gen Z needs to build credit to start adulting - but half say they can't get it. Here's how to start. (MarketWatch) -6.50%
07:33AM	High Credit Inquiry Velocity Emerges as Top Fraud Risk Indicator in Rental Applications (GlobeNewswire)
Jun-16-26 06:55AM	TransUnion Appoints Clayton Ruebensaal as Chief Marketing and Communications Officer (GlobeNewswire)
Jun-11-26 08:17AM	Resilient Consumers Remain Optimistic Despite Mounting Affordability Pressures (GlobeNewswire)
Jun-03-26 02:37PM	Data Breach at Mariner Wealth Advisors Exposed Personal Information of Thousands of Individuals (Barrons.com) -5.91%
11:09AM	Pultes Job as Intelligence Boss Puts Spy Powers Law in Jeopardy (Bloomberg)
08:01AM	TransUnion Expands TruIQ Data Enrichment on Snowflake AI Data Cloud to Power Prescreen Credit Marketing Campaigns (GlobeNewswire)
Jun-02-26 04:05PM	TransUnion Named 2026 Media and Entertainment Snowflake Product Partner of the Year (GlobeNewswire)
May-27-26 07:05AM	TransUnion Named One of America's Most Trustworthy Companies 2026 by Newsweek (GlobeNewswire)
May-26-26 06:00AM	New TransUnion Study Challenges Credit Myths About Canadian Gig Workers (GlobeNewswire)
May-21-26 06:50AM	TransUnion to Present at Upcoming Investor Conferences in New York and Chicago (GlobeNewswire)
May-20-26 04:05PM	TransUnion and Google Strengthen YouTube Measurement With Multi-Touch Attribution (GlobeNewswire)
May-13-26 06:50AM	TransUnion Declares First Quarter 2026 Dividend of $0.125 per Share (GlobeNewswire)
06:00AM	Digital Fraud Attempts from Canada Surpass Global Average as Canadians Who Said They Lost Money to Digital Fraud in the Last Year Report Losing a Median of CAD $1,301 (GlobeNewswire)
May-12-26 07:25AM	Aging Renters Emerge as a Strategic Growth Opportunity for Insurance Providers, New TransUnion Report Finds (GlobeNewswire)
May-11-26 06:26AM	Senators query credit bureaus on BNPL (Payments Dive)
May-08-26 09:09AM	AI-Powered Breaches Hit 40% As Fraud Costs Top $534 Billion (GuruFocus.com)
May-07-26 11:06AM	Credit Karma Opens Site for Americans Without Credit History (Bloomberg)
May-04-26 05:53PM	Here's what the growing gap between Americans with good and bad credit says about the economy (MarketWatch)
Apr-30-26 08:17AM	U.S. Consumer Credit Market Increasingly Splitting Along a K-Shaped Path, TransUnion Research Finds (GlobeNewswire)
07:30AM	K-shaped credit scores: More consumers fall into either super prime or subprime buckets (Yahoo Finance)
Apr-29-26 12:38PM	FICO Isn't Worried About VantageScore. Are Investors? (Barrons.com)
03:06AM	TransUnion (TRU) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Apr-28-26 04:47PM	TransUnion Q1 2026 Earnings Call Summary (Moby)
06:28AM	TransUnion: Q1 Earnings Snapshot (Associated Press)
06:25AM	TransUnion Announces Strong First Quarter 2026 Results (GlobeNewswire)
Apr-25-26 10:00AM	Want the lowest mortgage rate you can get? Credit-scoring changes mean home buyers need a new strategy. (MarketWatch)
Apr-23-26 07:25AM	New TransUnion Digital Business Profile Gives Small Businesses a Simple, Cost-Effective Way to Connect with Customers (GlobeNewswire)
Apr-22-26 05:26PM	TransUnion Applauds FHFA, HUD for Advancing VantageScore in Mortgage Lending (GlobeNewswire)
Apr-21-26 08:04AM	Equifax Earnings Beat Estimates. Why Iran War Prevented Better Guidance. (Barrons.com)
Apr-16-26 08:07AM	As AI-Driven Fraud Grows More Sophisticated, Advanced Digital Defense Becomes Essential (GlobeNewswire)
Apr-10-26 03:16PM	Fair Isaac Stock Is Getting Thrashed. Why It's a Bad Day for Credit Bureaus. (Barrons.com)
Apr-06-26 02:00AM	Have Other Epstein Crimes Gone Unpunished? (Barrons.com)
Apr-02-26 08:07AM	TransUnion Introduces TruIQ Credit Strategy Studio to Transform How Lenders Build and Launch Prescreen Marketing Campaigns (GlobeNewswire)
07:00AM	MRI-Simmons and TransUnion Expand Access to Premium Audience Segments in the TruAudience Data Marketplace (Business Wire)
Apr-01-26 04:05PM	TransUnion Completes Acquisition of the Mobile Division of RealNetworks (GlobeNewswire)
Mar-26-26 06:50AM	TransUnion Announces Earnings Release Date for First Quarter 2026 Results (GlobeNewswire)
Mar-24-26 03:21PM	Pulte Calls Out Credit Reporting Firms. FICO's Stock Is Tanking. (Barrons.com)
07:25AM	TransUnion Launches TruLookup for Real Estate, a Mobile-First Platform Helping Real Estate Professionals Work Faster, Safer and Smarter (GlobeNewswire)
Mar-23-26 07:30AM	'The bank told me I could be liable': I found out why my brother, who has a reverse mortgage, ran out of money (MarketWatch)
Mar-19-26 07:25AM	Rental Demand Softened in Late 2025 as Applications Dropped 10%, New TransUnion Analysis Shows (GlobeNewswire)
Mar-18-26 08:07AM	TransUnion Strengthens Device Security with New Machine Learning Capabilities (GlobeNewswire)
Mar-12-26 04:51AM	Is Equifax Stock Underperforming the S&P 500? (Barchart)
Mar-11-26 04:28PM	Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts. (Barrons.com)
Mar-10-26 06:22AM	TransUnion Investor Day to Highlight Its Next Chapter of Growth - Innovation at Scale, Value that Endures (GlobeNewswire)
Mar-09-26 05:55AM	TransUnion Announces 99-Cent Mortgage Pricing for VantageScore 4.0 (GlobeNewswire)
Mar-05-26 08:17AM	TransUnion Advances AI Driven Credit Intelligence with Google Cloud (GlobeNewswire)
Mar-04-26 03:54PM	Home equity rates slide, pushing HELOCs to multi-year lows (Bankrate)
06:50AM	TransUnion to Present at the 2026 RBC Capital Markets Global Financial Institutions Conference (GlobeNewswire)
Mar-03-26 01:01PM	Acquisitions Aid Corpay Amid Seasonality & Low Liquidity (Zacks)
06:50AM	TransUnion Investor Day Scheduled for March 10, 2026 (GlobeNewswire)
Mar-02-26 04:08PM	TransUnion Completes Acquisition of Majority Ownership of the Consumer Credit Business of Buro de Credito (GlobeNewswire)
Feb-28-26 04:54PM	How to apply for a personal loan in 7 steps (Bankrate)
Feb-27-26 11:36AM	How much can I borrow with a personal loan if I have bad credit? (Bankrate)
Feb-26-26 12:36PM	BofA Adds TransUnion (TRU) to Coverage Amid Positive Industry Outlook (Insider Monkey) +5.36%
11:22AM	Reasons Why You Should Retain TransUnion Stock in Your Portfolio (Zacks)
Feb-25-26 06:00AM	Canadian Household Debt Reaches $2.6 Trillion as Balanced Growth Emerges at Both Ends of the Risk Spectrum (GlobeNewswire)
Feb-24-26 06:55PM	Analyst Report: TransUnion (Morningstar Research)
06:07PM	Analyst Report: Equifax Inc. (Morningstar Research)
Feb-19-26 11:43AM	Americans turned to new credit cards and personal loans last year as higher prices burned (Yahoo Finance)
10:36AM	TransUnion Stock Gains 6% Post Reporting Q4 Earnings & Revenue Beat (Zacks)
08:40AM	New Study: Finances Top Stressor for 40% of Southeast Residents; VyStar Responds with Debt Payoff Challenge (TMX Newsfile)
08:17AM	TransUnion 2026 Originations Forecast Shows Continued Positive Momentum Amidst Moderate Expansion (GlobeNewswire)
12:32AM	TransUnion's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Feb-18-26 09:45AM	Here's Why TransUnion (TRU) is a Strong Growth Stock (Zacks)

TransUnion engages in the provision of information and risk management solutions. It also provides consumer reports, risk scores, analytical services, and decision-making capabilities to businesses. It operates through the following segments: U.S. Markets, International, and Corporate. The U.S. Markets segment provides consumer reports, risk scores, analytical services, and decision-making capabilities to businesses. The International segment provides credit reports, analytics and decision-making services and other value-added risk management services. The Corporate segment provides support services to each segment, holds investments, and conducts enterprise functions. The company was founded in 1968 and is headquartered in Chicago, IL.

PresidentMr. Christopher A. Cartwright

Executive VP & CFOMr. Todd M. Cello CPA

Executive VP & COOMs. Tiffani L. Chambers

Executive VP & Chief Human Resources OfficerMs. Alicia B. Zuiker

Executive VP & Chief Global Solutions OfficerMr. Mohamed F. Abdelsadek

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Abdelsadek Mohamed	EVP, Chief Global Solutions	Sep 14 '26	Sale	79.07	1,250	98,837	53,431	Sep 16 05:33 PM
Achanta Venkat	EVP, Chief Tech, Data & Analy.	Sep 10 '26	Sale	77.00	23,287	1,793,099	196,912	Sep 14 06:12 PM
Abdelsadek Mohamed	Officer	Sep 14 '26	Proposed Sale	79.07	1,250	98,838		Sep 14 05:15 PM
Achanta Venkat	Officer	Sep 10 '26	Proposed Sale	77.00	23,287	1,793,099		Sep 10 04:58 PM
Skinner Todd C.	President, International	Sep 01 '26	Sale	84.42	1,000	84,420	55,764	Sep 03 05:58 PM
CHAOUKI STEVEN M	President, US Markets	Sep 01 '26	Sale	84.42	1,000	84,420	79,888	Sep 03 05:57 PM
Williams Jennifer A.	SVP, Chief Accounting Officer	Aug 31 '26	Sale	84.57	1,070	90,490	4,327	Sep 01 06:01 PM
CHAOUKI STEVEN M	Officer	Sep 01 '26	Proposed Sale	84.42	1,000	84,420		Sep 01 11:17 AM
Skinner Todd C.	Officer	Sep 01 '26	Proposed Sale	84.42	1,000	84,420		Sep 01 10:13 AM
Zuiker Alicia Brooke	EVP, CHRO	Aug 11 '26	Sale	78.49	8,673	680,744	41,883	Aug 12 05:01 PM
Zuiker Alicia Brooke	Officer	Aug 11 '26	Proposed Sale	78.49	8,673	680,744		Aug 11 11:26 AM
Skinner Todd C.	President, International	Aug 03 '26	Sale	79.96	950	75,962	63,849	Aug 04 07:57 PM
CHAOUKI STEVEN M	President, US Markets	Aug 03 '26	Sale	79.96	1,000	79,960	88,906	Aug 04 07:54 PM
CHAOUKI STEVEN M	Officer	Aug 03 '26	Proposed Sale	79.96	1,000	79,960		Aug 03 10:05 AM
Skinner Todd C.	Officer	Aug 03 '26	Proposed Sale	79.96	950	75,962		Aug 03 09:49 AM
Abdelsadek Mohamed	EVP, Chief Global Solutions	Jul 28 '26	Sale	85.00	23,495	1,997,075	57,182	Jul 29 05:37 PM
Abdelsadek Mohamed	Officer	Jul 28 '26	Proposed Sale	85.00	23,495	1,997,075		Jul 28 12:41 PM
Williams Jennifer A.	SVP, Chief Accounting Officer	Jul 07 '26	Sale	80.00	972	77,760	5,843	Jul 08 04:41 PM
Skinner Todd C.	President, International	Jul 01 '26	Sale	72.64	1,000	72,640	64,634	Jul 02 04:36 PM
CHAOUKI STEVEN M	President, US Markets	Jul 01 '26	Sale	72.64	10,000	726,400	89,906	Jul 02 04:35 PM
CHAOUKI STEVEN M	Officer	Jul 01 '26	Proposed Sale	72.64	10,000	726,400		Jul 01 12:31 PM
Skinner Todd C.	Officer	Jul 01 '26	Proposed Sale	72.64	1,000	72,640		Jul 01 10:50 AM
Skinner Todd C.	President, International	Jun 01 '26	Sale	70.73	1,000	70,730	65,634	Jun 03 07:00 PM
CHAOUKI STEVEN M	President, US Markets	Jun 01 '26	Sale	70.73	5,000	353,650	99,906	Jun 03 06:58 PM
RUSSELL HEATHER J	EVP, Chief Legal Officer	May 29 '26	Sale	71.87	6,683	480,307	45,248	Jun 01 05:26 PM
CHAOUKI STEVEN M	Officer	Jun 01 '26	Proposed Sale	70.73	5,000	353,650		Jun 01 11:57 AM
Skinner Todd C.	Officer	Jun 01 '26	Proposed Sale	70.73	1,000	70,730		Jun 01 10:36 AM
RUSSELL HEATHER J	Officer	May 29 '26	Proposed Sale	71.87	6,683	480,307		May 29 10:01 AM
Skinner Todd C.	President, International	May 01 '26	Sale	71.93	500	35,965	55,263	May 04 07:14 PM
CHAOUKI STEVEN M	President, US Markets	May 01 '26	Sale	71.93	5,000	359,650	84,711	May 04 07:11 PM
Skinner Todd C.	Officer	May 01 '26	Proposed Sale	71.93	500	35,965		May 01 01:36 PM
CHAOUKI STEVEN M	Officer	May 01 '26	Proposed Sale	71.93	5,000	359,650		May 01 01:02 PM
RUSSELL HEATHER J	EVP, Chief Legal Officer	Apr 21 '26	Sale	80.00	1,983	158,640	39,080	Apr 22 07:27 PM
RUSSELL HEATHER J	Officer	Apr 21 '26	Proposed Sale	80.00	1,983	158,640		Apr 21 12:36 PM
CHAOUKI STEVEN M	President, US Markets	Apr 02 '26	Sale	70.00	5,000	350,000	89,711	Apr 06 05:00 PM
Skinner Todd C.	President, International	Apr 01 '26	Sale	69.20	500	34,600	55,763	Apr 02 06:01 PM
CHAOUKI STEVEN M	Officer	Apr 02 '26	Proposed Sale	70.00	5,000	350,000		Apr 02 12:29 PM
Skinner Todd C.	Officer	Apr 01 '26	Proposed Sale	69.20	500	34,600		Apr 01 09:53 AM
RUSSELL HEATHER J	EVP, Chief Legal Officer	Mar 06 '26	Sale	77.37	4,067	314,664	41,063	Mar 09 04:57 PM
RUSSELL HEATHER J	Officer	Mar 06 '26	Proposed Sale	77.37	4,067	314,664		Mar 06 09:36 AM
Williams Jennifer A.	SVP, Chief Accounting Officer	Mar 03 '26	Sale	80.00	1,679	134,320	7,219	Mar 05 05:27 PM
Skinner Todd C.	President, International	Mar 02 '26	Sale	76.64	500	38,320	56,263	Mar 03 05:19 PM
CHAOUKI STEVEN M	President, US Markets	Mar 02 '26	Sale	76.64	5,000	383,200	94,711	Mar 03 05:13 PM
CHAOUKI STEVEN M	Officer	Mar 02 '26	Proposed Sale	76.64	5,000	383,200		Mar 02 02:37 PM
Skinner Todd C.	Officer	Mar 02 '26	Proposed Sale	76.64	500	38,320		Mar 02 01:32 PM
Skinner Todd C.	President, International	Feb 02 '26	Sale	78.79	500	39,395	31,725	Feb 03 05:35 PM
Skinner Todd C.	Officer	Feb 02 '26	Proposed Sale	78.79	500	39,395		Feb 02 10:55 AM
Skinner Todd C.	President, International	Jan 02 '26	Sale	85.71	500	42,855	32,225	Jan 05 04:53 PM
CHAOUKI STEVEN M	President, US Markets	Jan 02 '26	Sale	85.71	1,000	85,710	61,592	Jan 05 04:52 PM
Skinner Todd C.	Officer	Jan 02 '26	Proposed Sale	85.71	500	42,855		Jan 02 11:51 AM
CHAOUKI STEVEN M	Officer	Jan 02 '26	Proposed Sale	85.71	1,000	85,710		Jan 02 09:51 AM
Chambers Tiffani	EVP, Chief Operations Officer	Dec 17 '25	Sale	86.00	4,318	371,348	50,427	Dec 19 04:07 PM
Chambers Tiffani	Officer	Dec 17 '25	Proposed Sale	86.00	4,318	371,348		Dec 17 10:25 AM
Skinner Todd C.	President, International	Dec 10 '25	Sale	81.07	500	40,535	32,652	Dec 11 05:16 PM
Skinner Todd C.	Officer	Dec 10 '25	Proposed Sale	81.07	500	40,535		Dec 10 10:30 AM
CHAOUKI STEVEN M	President, US Markets	Dec 01 '25	Sale	84.04	1,000	84,040	62,592	Dec 02 07:22 PM
CHAOUKI STEVEN M	Officer	Dec 01 '25	Proposed Sale	84.04	1,000	84,040		Dec 01 11:47 AM
CHAOUKI STEVEN M	President, US Markets	Nov 03 '25	Sale	80.47	1,000	80,470	63,592	Nov 04 04:42 PM
CHAOUKI STEVEN M	Officer	Nov 03 '25	Proposed Sale	80.47	1,000	80,470		Nov 03 10:45 AM
CHAOUKI STEVEN M	President, US Markets	Oct 01 '25	Sale	83.19	1,000	83,190	64,592	Oct 03 05:39 PM
CHAOUKI STEVEN M	Officer	Oct 01 '25	Proposed Sale	83.19	1,000	83,190		Oct 01 11:03 AM

Open in Screener

EFX

Equifax Inc

155.32

Sep 23 • 3:59 PM ET -4.46 (-2.79%)

155.32

Aftermarket • 5:56 PM ET 0.00 (0.00%)

Industrials Consulting Services USA Large NYSE

Peers: VRSK TRU TRI RELX FICO MCO MSCI SPGI FDS MORN

| Held by: VTI VOO VO IVV SPY VTV RSP VOT XLI IWR

Index	S&P 500
Market Cap	18.25B
Enterprise Value	23.68B
Income	691.40M
Sales	6.44B
Book/sh	37.25
Cash/sh	1.45
Dividend Est.	2.24 (1.44%)
Dividend TTM	2.18 (1.40%)
Dividend Ex-Date	Aug 31, 2026
Dividend Gr. 3/5Y	6.61% 3.91%
Payout	35.52%
Employees	15000
IPO	May 11, 1971

P/E	27.29
Forward P/E	15.30
PEG	0.90
P/S	2.83
P/B	4.17
P/C	107.28
P/FCF	16.51
EV/EBITDA	12.21
EV/Sales	3.68
Quick Ratio	0.60
Current Ratio	0.60
Debt/Eq	1.25
LT Debt/Eq	0.93
Option/Short	Yes / Yes

EPS (ttm)	5.69
EPS next Y	10.15
EPS next Q	2.22
EPS this Y	11.90%
EPS next Y	18.62%
EPS next 5Y	17.06%
EPS past 3/5Y	-1.96% 4.67%
Sales past 3/5Y	5.85% 8.04%
EPS Y/Y TTM	11.11%
Sales Y/Y TTM	10.35%
EPS Q/Q	0.81%
Sales Q/Q	10.61%
Earnings	Jul 21 BMO
EPS/Sales Surpr.	2.19% 0.23%

Insider Own	0.78%
Insider Trans	-8.58%
Inst Own	104.13%
Inst Trans	-1.69%
ROA	5.79%
ROE	14.58%
ROIC	8.19%
Gross Margin	44.05%
Oper. Margin	18.53%
Profit Margin	10.73%
SMA20	-10.63%
SMA50	-12.61%
SMA200	-16.07%
Trades

Shs Outstand	117.60M
Shs Float	116.56M
Short Float	6.69%
Short Ratio	5.16
Short Interest	7.80M
52W High	258.42 -39.90%
52W Low	150.74 3.03%
Volatility	2.71% 3.17%
ATR (14)	6.06
RSI (14)	29.61
Beta	1.31
Rel Volume	1.03
Avg Volume	1.51M
Volume	1,552,482

Perf Week	-5.18%
Perf Month	-20.20%
Perf Quarter	-1.45%
Perf Half Y	-8.37%
Perf YTD	-28.42%
Perf Year	-39.70%
Perf 3Y	-16.30%
Perf 5Y	-41.42%
Perf 10Y	17.55%
Recom	1.69
Target Price	212.68
Prev Close	159.78
Price	155.32
Change %	-2.79%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-08-26	Upgrade	BNP Paribas Exane	Neutral → Outperform	$245
Aug-21-26	Upgrade	Rothschild & Co Redburn	Neutral → Buy	$235
Apr-16-26	Initiated	Mizuho	Outperform	$222
Feb-17-26	Resumed	BofA Securities	Buy	$250
Oct-13-25	Initiated	Oppenheimer	Outperform	$271
Oct-01-25	Initiated	Seaport Research Partners	Neutral
Jul-10-25	Initiated	BMO Capital Markets	Market Perform	$280
Jun-23-25	Downgrade	BofA Securities	Buy → Neutral	$285
Apr-10-25	Resumed	BofA Securities	Buy	$280
Apr-04-25	Downgrade	Barclays	Overweight → Equal Weight	$260
Mar-20-25	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$300
Mar-14-25	Downgrade	Exane BNP Paribas	Outperform → Neutral	$265
Feb-11-25	Downgrade	Argus	Buy → Hold
Dec-16-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$305
Dec-12-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$275 → $320
Dec-12-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Oct-01-24	Initiated	UBS	Buy	$360
Sep-19-24	Upgrade	Exane BNP Paribas	Underperform → Neutral	$310
Aug-13-24	Initiated	Wells Fargo	Overweight	$340
Jul-09-24	Initiated	Wolfe Research	Outperform	$275

Show Previous Ratings

Sep-23-26 07:40AM	Equifax launches two new intelligence solutions to help businesses mitigate automated fraud (PR Newswire)
Sep-22-26 04:30PM	Gen Digital Inc. stock underperforms Tuesday when compared to competitors (MarketWatch)
04:20PM	Equifax introduces Healthcare Report Credential ID (PR Newswire)
Sep-15-26 08:23PM	Autodesk Or Fair Isaac: Which One Earns Its Growth Without Buying It? (Trefis)
Sep-14-26 06:00AM	Canadian Businesses Carrying More Debt As Tariffs and Payment Stress Deepens (GlobeNewswire)
03:48PM	Loading…
Sep-04-26 03:48PM	Bill Pulte Instructs Fannie and Freddie to Approve VantageScore in Blow to FICO Scores (Barrons.com) -6.37%
03:12PM	FICO Stock Falls 16% After Pulte Ends Its Mortgage Monopoly (GuruFocus.com)
11:07AM	Trump Housing Chief Restarts Battle With the Credit-Score Industry (The Wall Street Journal)
09:01AM	Equifax, TransUnion, Experian Stocks Fall After Pulte Says Credit Firms Are Overcharging (Barrons.com)
Sep-03-26 04:30PM	S&P Global Inc. stock outperforms competitors on strong trading day (MarketWatch)
10:00AM	The CFPB Has New Rules for You to Make Complaints (Kiplinger)
09:31AM	September 2026 Class Action Settlements Involve Disney, Tesla and Equifax (The Penny Hoarder)
Aug-31-26 07:06AM	Equifax Inc's Dividend Analysis (GuruFocus.com)
Aug-27-26 03:06PM	Just received a settlement? Here are 5 smart ways to use the money. (Yahoo Personal Finance)
Aug-26-26 03:40PM	Equifax Agrees to $100 Million Settlement Over Credit Score Error: Are You Eligible for a Payment? (Kiplinger)
12:20PM	Loading…
Aug-24-26 12:20PM	Equifax agrees to $100 million settlement over credit score errors: What happens next (Yahoo Personal Finance)
05:45AM	Non-Mortgage Delinquency Growth Slows in Second Quarter, but Ontario Homeowners Remain Under Pressure (GlobeNewswire)
Aug-21-26 09:38AM	Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls (The Fly)
Aug-19-26 12:45PM	Equifax Board of Directors Declares Quarterly Dividend (PR Newswire) +5.64%
Aug-17-26 04:20PM	Equifax Announces Participation in Upcoming Investor Conferences (PR Newswire)
Aug-11-26 04:20PM	Equifax National Market Pulse Data Shows U.S. Consumer Top-Line Debt Stabilizing at $18.25 Trillion in Q2 2026 With Delinquencies Improving Across Categories (PR Newswire)
Aug-06-26 05:30AM	Equifax Canada Survey Shows One in Four Canadians Expect to Make Only Minimum Credit Card Payments (GlobeNewswire)
Aug-05-26 05:19PM	Some Equifax Customers Have Less Than a Month to Claim Part of a $2.2 Million SettlementHeres Who Qualifies (Investopedia)
Jul-31-26 12:34PM	You could be owed money in Equifax's $2.2M settlement (USA TODAY)
Jul-30-26 09:00AM	Equifax's $2.2 million credit reporting settlement: Who qualifies (Yahoo Personal Finance) -5.84%
09:00AM	Equifax 'duplicate collection account' class-action settlement: Who qualifies (Yahoo Personal Finance)
Jul-29-26 07:45AM	Equifax Survey: Three in Four HR Professionals Report Challenges with Fabricated and Misleading Candidate Information (PR Newswire)
Jul-21-26 05:01PM	Equifax Inc (EFX) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
07:20AM	Equifax shares fall after weaker outlook overshadows second-quarter earnings beat (EFX) (InvestorsHub)
06:38AM	Equifax: Q2 Earnings Snapshot (Associated Press)
06:30AM	Loading…
06:30AM	Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue; Signs Agreement to Acquire Circulo de Credito; Doubling AI-Driven Cost Reduction Target To $150 Million; Returns $366 Million Cash to Shareholders (PR Newswire)
Jul-09-26 08:30AM	Integrated Quantum Technologies Provides Shareholder Update and Announces Corporate Name Change (TMX Newsfile)
Jul-08-26 07:45AM	Equifax Market Pulse Index Report Highlights Growing Pressure on the U.S. Middle Class (PR Newswire)
Jul-07-26 04:20PM	Equifax Announces Earnings Release Date and Conference Call for Second Quarter 2026 Results (PR Newswire)
06:30AM	Equifax Announces Definitive Agreement to Acquire Circulo de Credito in Mexico (PR Newswire)
Jul-06-26 09:47AM	Okta upgraded, Datadog downgraded: Wall Street's top analyst calls (The Fly)
Jul-01-26 04:30PM	S&P Global Inc. stock outperforms competitors on strong trading day (MarketWatch) +6.10%
Jun-30-26 07:45AM	Equifax Expands Strategic Patent Portfolio in First Half of 2026 (PR Newswire)
Jun-17-26 08:00AM	Gen Z needs to build credit to start adulting - but half say they can't get it. Here's how to start. (MarketWatch) -7.35%
07:30AM	Integrated Quantum Appoints Former Equifax VP of Engineering Gustin Prudner to Accelerate Commercialization of VEIL(TM) and Expand Its AI Infrastructure Portfolio (TMX Newsfile)
Jun-11-26 05:30AM	Equifax Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud (GlobeNewswire)
Jun-09-26 06:00AM	Canadian Entrepreneurship Declines, Challenges Build As Companies Fall Behind with Lenders (GlobeNewswire)
Jun-02-26 01:00PM	GB Group PLC (FRA:0GB) Full Year 2026 Earnings Call Highlights: Strategic Partnerships and AI ... (GuruFocus.com)
Jun-01-26 04:30PM	Gen Digital Inc. stock outperforms competitors on strong trading day (MarketWatch)
May-29-26 04:30PM	Gen Digital Inc. stock underperforms Friday when compared to competitors despite daily gains (MarketWatch)
May-28-26 07:45AM	U.S. Consumer Debt Hits $18.19 Trillion in Q1 2026 (PR Newswire)
May-26-26 05:30AM	The Resilient North: Equifax Canada Data Shows Consumers Leaning on Financial Discipline to Offset Macroeconomic Conditions (GlobeNewswire)
May-20-26 07:45AM	Equifax and GBG Expand Global Partnership (PR Newswire)
May-11-26 06:26AM	Senators query credit bureaus on BNPL (Payments Dive)
May-08-26 04:30PM	Gen Digital Inc. stock outperforms competitors on strong trading day (MarketWatch)
May-07-26 01:10PM	Equifax Board of Directors Declares Quarterly Dividend (PR Newswire)
11:06AM	Credit Karma Opens Site for Americans Without Credit History (Bloomberg)
May-04-26 05:53PM	Here's what the growing gap between Americans with good and bad credit says about the economy (MarketWatch)
May-01-26 04:20PM	Equifax Announces Participation in Upcoming Investor Conferences (PR Newswire)
Apr-29-26 12:38PM	FICO Isn't Worried About VantageScore. Are Investors? (Barrons.com)
Apr-28-26 02:25PM	These 8 Services Stocks Are AI Winners, According to Goldman Sachs (Barrons.com)
Apr-25-26 10:00AM	Want the lowest mortgage rate you can get? Credit-scoring changes mean home buyers need a new strategy. (MarketWatch)
Apr-24-26 07:45AM	Equifax and Ataeva Partner to Launch Advanced Spend and Yield Tools for Financial Institutions (PR Newswire)
Apr-22-26 03:02AM	Equifax Inc (EFX) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Innovations (GuruFocus.com) -7.15%
Apr-21-26 12:46PM	Equifax Inc. Q1 2026 Earnings Call Summary (Moby)
12:43PM	Equifax Reports 14% Revenue Growth As Mortgage Surge Drives Results (GuruFocus.com)
09:50AM	Equifax posted record first-quarter revenue as U.S. mortgage demand surged (Quartz)
09:44AM	Equifax posts record Q1 revenue on U.S. mortgage surge (Quartz)
08:04AM	Equifax Earnings Beat Estimates. Why Iran War Prevented Better Guidance. (Barrons.com)
06:37AM	Equifax: Q1 Earnings Snapshot (Associated Press)
06:30AM	Equifax Delivers Record First Quarter Revenue - $37 Million Above Midpoint of February Guidance (PR Newswire)
Apr-17-26 06:00AM	Money secrets that can take you from debt to millionaire (Yahoo Finance Video)
Apr-15-26 06:00AM	First-Party Fraud Rises Amidst Economic Pressures (GlobeNewswire)
Apr-14-26 08:00PM	Equifax Inc: Jerome Dodson's Strategic Exit and Portfolio Adjustments (GuruFocus.com)
07:45AM	Equifax Introduces The Work Number Record Indicator for Auto or Personal Loans (PR Newswire)
Apr-10-26 03:16PM	Fair Isaac Stock Is Getting Thrashed. Why It's a Bad Day for Credit Bureaus. (Barrons.com)
Apr-07-26 04:20PM	Equifax Announces Earnings Release Date and Conference Call for First Quarter 2026 Results (PR Newswire)
07:45AM	Equifax Market Pulse Index Remains Steady But Highlights Growing Financial Divergence Among Consumers (PR Newswire)
Apr-06-26 02:00AM	Have Other Epstein Crimes Gone Unpunished? (Barrons.com)
Mar-24-26 03:21PM	Pulte Calls Out Credit Reporting Firms. FICO's Stock Is Tanking. (Barrons.com) -5.65%
Mar-23-26 06:02AM	Equifax launches free app to help consumers find old or missing paperwork in time for the FCA's redress scheme (PR Newswire)
Mar-19-26 09:30AM	Equifax Canada Offering ReadyResponse from Breachlink, a Breach Response Coordination Service to Help Empower and Protect Businesses (GlobeNewswire)
Mar-18-26 07:45AM	Equifax Releases 2025 Security Annual Report (PR Newswire)
Mar-15-26 08:10PM	Australia Signals Need to Act on Loan Fraud Seen at A$1 Billion (Bloomberg)
Mar-12-26 04:51AM	Is Equifax Stock Underperforming the S&P 500? (Barchart)
Mar-11-26 04:28PM	Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts. (Barrons.com)
05:59AM	Is Verisk Analytics Stock Underperforming the Nasdaq? (Barchart)
Mar-10-26 11:21AM	Recurring Contracts & Solid Liquidity Aid Booz Allen Amid Rising Costs (Zacks)
05:45AM	Credit stress builds for some SMBs as debt rises and bank delinquencies climb (GlobeNewswire)
Mar-09-26 04:15PM	Equifax Reiterates Support for U.S. Federal Housing Finance Agency's Commitment to Mortgage Affordability (PR Newswire)
Mar-06-26 05:00PM	BetterInvesting Magazine Update on Equifax Inc. (NYSE: EFX) and Neurocrine Bio In. (NASDAQ: NBIX) (PR Newswire)
11:30AM	Why Is Equifax (EFX) Up 8.3% Since Last Earnings Report? (Zacks)
Mar-05-26 12:29PM	ICF Stock Declines 5.2% Since Q4 Earnings and Revenue Miss (Zacks)
Mar-03-26 04:20PM	Equifax Announces Participation in March Investor Conferences (PR Newswire)
01:01PM	Acquisitions Aid Corpay Amid Seasonality & Low Liquidity (Zacks)
09:50AM	Diversified Offerings Aid Gartner Amid Rising Costs & Competition (Zacks)
06:00AM	Canadians Feel Vulnerable about Scams and Rising Fraud Threats (GlobeNewswire)
Mar-02-26 09:09AM	Charles River Stock Moves North Since Q4 Earnings and Revenue Beat (Zacks)
Feb-27-26 12:33PM	Riot Platforms Gears Up to Report Q4 Earnings: What's in the Offing? (Zacks)
Feb-26-26 05:00PM	Equifax Names David Smith President of U.S. Information Solutions (PR Newswire)
Feb-25-26 10:31PM	Q4 Earnings Roundup: Equifax (NYSE:EFX) And The Rest Of The Data & Business Process Services Segment (StockStory)
04:15PM	Equifax Board of Directors Authorizes 12% Dividend Increase (PR Newswire)
Feb-24-26 06:55PM	Analyst Report: TransUnion (Morningstar Research)
06:07PM	Analyst Report: Equifax Inc. (Morningstar Research)
04:20PM	Equifax National Market Pulse Data Shows U.S. Consumer Debt Accelerating (PR Newswire)

Equifax, Inc. is a global data, analytics and technology company, which engages in providing information solutions for businesses, governments, and consumers. The firm offers human resources business process automation and outsourcing services for employers. It operates through the following segments: U.S. Information Solutions, Workforce Solutions, and International. The U.S. Information Solutions segment includes consumer and commercial information services, mortgage loan origination information, financial marketing services, and identity management. The Workforce Solutions segment covers employment, income, and social security number verification services as well as complementary payroll-based transaction and employment tax management services. The International segment offers information, technology, and services to support debt collections and recovery management in Canada, Europe, Latin America, and Asia Pacific. The company was founded by Cator Woolford and Guy Woolford in 1899 and is headquartered in Atlanta, GA.

CEO & DirectorMr. Mark W. Begor

Executive VPMr. John W. Gamble Jr.

Executive VP & CTOMr. Jamil Farshchi

Executive VP & Chief Legal OfficerMs. Julia A. Houston

Executive VP & President of Workforce SolutionsMr. Chad M. Borton

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GAMBLE JOHN W JR	EVP, CFO & COO	Sep 03 '26	Sale	187.96	4,500	845,820	69,055	Sep 08 04:07 PM
GAMBLE JOHN W JR	Officer	Sep 03 '26	Proposed Sale	187.96	4,500	845,820		Sep 03 11:29 AM
Begor Mark W	CEO	Jul 24 '26	Option Exercise	112.46	37,791	4,249,976	309,681	Jul 28 04:13 PM
Begor Mark W	CEO	Jul 24 '26	Sale	172.16	37,791	6,506,255	271,890	Jul 28 04:13 PM
Begor Mark W	Officer	Jul 24 '26	Proposed Sale	172.16	37,791	6,506,254		Jul 24 04:08 PM
Borton Chad M	EVP, Pres Workforce Solutions	May 07 '26	Sale	173.89	2,455	426,900	29,518	May 08 04:09 PM
Borton Chad M	Officer	May 07 '26	Proposed Sale	173.89	2,455	426,900		May 07 09:52 AM
GAMBLE JOHN W JR	EVP, CFO & COO	May 01 '26	Sale	176.54	3,500	617,890	73,464	May 05 04:09 PM
GAMBLE JOHN W JR	Officer	May 01 '26	Proposed Sale	176.54	3,500	617,890		May 01 02:15 PM
Begor Mark W	CEO	Apr 24 '26	Option Exercise	112.46	37,791	4,249,976	309,521	Apr 28 04:08 PM
Begor Mark W	CEO	Apr 24 '26	Sale	172.40	37,791	6,515,210	271,730	Apr 28 04:08 PM
Begor Mark W	Officer	Apr 24 '26	Proposed Sale	172.40	37,791	6,515,212		Apr 24 04:18 PM
GAMBLE JOHN W JR	EVP, CFO & COO	Feb 23 '26	Sale	195.72	4,500	880,740	58,921	Feb 25 04:41 PM
GAMBLE JOHN W JR	Officer	Feb 23 '26	Proposed Sale	195.72	4,500	880,740		Feb 23 09:54 AM
Mao Cecilia	EVP, Chief Product Officer	Feb 18 '26	Buy	193.72	2,400	464,928	10,623	Feb 19 04:22 PM
Borton Chad M	EVP, Pres Workforce Solutions	Feb 12 '26	Sale	191.50	2,535	485,452	17,340	Feb 17 04:11 PM
Begor Mark W	CEO	Feb 10 '26	Option Exercise	112.46	37,791	4,249,976	236,778	Feb 12 04:08 PM
Begor Mark W	CEO	Feb 10 '26	Sale	201.89	37,791	7,629,521	230,506	Feb 12 04:08 PM
Farshchi Jamil	EVP, Chief Technology Officer	Feb 10 '26	Option Exercise	191.44	6,213	1,189,417	45,624	Feb 12 04:08 PM
Farshchi Jamil	EVP, Chief Technology Officer	Feb 10 '26	Sale	195.81	6,213	1,216,568	41,036	Feb 12 04:08 PM
Farshchi Jamil	EVP, Chief Technology Officer	Feb 11 '26	Sale	199.87	1,167	233,248	39,869	Feb 12 04:08 PM
Borton Chad M	Officer	Feb 12 '26	Proposed Sale	191.50	2,535	485,452		Feb 12 10:04 AM
Farshchi Jamil	Officer	Feb 11 '26	Proposed Sale	199.87	1,167	233,248		Feb 11 09:56 AM
Farshchi Jamil	Officer	Feb 10 '26	Proposed Sale	195.81	6,213	1,216,568		Feb 10 10:33 AM
Begor Mark W	Officer	Feb 10 '26	Proposed Sale	195.81	37,791	7,399,856		Feb 10 09:43 AM
GAMBLE JOHN W JR	EVP, CFO & COO	Nov 20 '25	Sale	208.37	2,500	520,925	59,527	Nov 21 04:07 PM
GAMBLE JOHN W JR	Officer	Nov 20 '25	Proposed Sale	208.37	2,500	520,925		Nov 20 10:14 AM
Begor Mark W	CEO	Oct 27 '25	Option Exercise	191.44	27,959	5,352,471	170,940	Oct 29 04:09 PM
Begor Mark W	CEO	Oct 27 '25	Sale	231.10	27,959	6,461,350	142,934	Oct 29 04:09 PM
Begor Mark W	CEO	Oct 27 '25	Sale	231.12	21,386	4,942,761	22,045	Oct 29 04:09 PM
Farshchi Jamil	EVP, Chief Technology Officer	Oct 27 '25	Option Exercise	175.48	4,925	864,239	44,289	Oct 28 04:11 PM
Farshchi Jamil	EVP, Chief Technology Officer	Oct 27 '25	Sale	238.94	4,925	1,176,780	39,364	Oct 28 04:11 PM
Begor Mark W	Officer	Oct 27 '25	Proposed Sale	231.11	49,345	11,404,111		Oct 27 04:19 PM
Farshchi Jamil	Officer	Oct 27 '25	Proposed Sale	238.94	4,925	1,176,780		Oct 27 09:59 AM

Open in Screener

MCO

Moody's Corp

473.85

Sep 23 • 3:59 PM ET +4.60 (0.98%)

473.85

Aftermarket • 7:37 PM ET 0.00 (0.00%)

Financial Financial Data & Stock Exchanges USA Large NYSE

Peers: SPGI MSCI ICE CME FDS NDAQ MORN TRU VRSK EFX

| Held by: VTI VOO IVV VUG SPY XLF VIG AKRE RSP SPYM

Index	S&P 500
Market Cap	82.07B
Enterprise Value	88.24B
Income	2.79B
Sales	8.16B
Book/sh	17.47
Cash/sh	8.64
Dividend Est.	3.78 (0.80%)
Dividend TTM	4.03 (0.85%)
Dividend Ex-Date	Aug 14, 2026
Dividend Gr. 3/5Y	10.33% 10.91%
Payout	27.51%
Employees	16076
IPO	Jun 12, 1969

P/E	30.05
Forward P/E	25.08
PEG	2.06
P/S	10.06
P/B	27.13
P/C	54.86
P/FCF	27.66
EV/EBITDA	20.77
EV/Sales	10.81
Quick Ratio	1.15
Current Ratio	1.15
Debt/Eq	2.49
LT Debt/Eq	2.27
Option/Short	Yes / Yes

EPS (ttm)	15.77
EPS next Y	18.89
EPS next Q	4.25
EPS this Y	13.33%
EPS next Y	11.58%
EPS next 5Y	12.15%
EPS past 3/5Y	22.48% 7.79%
Sales past 3/5Y	12.17% 7.52%
EPS Y/Y TTM	33.94%
Sales Y/Y TTM	11.67%
EPS Q/Q	56.86%
Sales Q/Q	15.12%
Earnings	Jul 22 BMO
EPS/Sales Surpr.	9.74% 4.68%

Insider Own	0.13%
Insider Trans	-4.02%
Inst Own	93.97%
Inst Trans	-2.72%
ROA	18.53%
ROE	80.15%
ROIC	28.28%
Gross Margin	68.82%
Oper. Margin	46.00%
Profit Margin	34.25%
SMA20	-2.05%
SMA50	-2.69%
SMA200	0.32%
Trades

Shs Outstand	173.18M
Shs Float	172.98M
Short Float	1.47%
Short Ratio	3.07
Short Interest	2.54M
52W High	546.88 -13.35%
52W Low	402.28 17.79%
Volatility	2.09% 2.06%
ATR (14)	10.83
RSI (14)	45.76
Beta	1.34
Rel Volume	0.95
Avg Volume	827.57K
Volume	789,573

Perf Week	1.84%
Perf Month	-7.33%
Perf Quarter	5.35%
Perf Half Y	10.59%
Perf YTD	-7.24%
Perf Year	-0.61%
Perf 3Y	46.15%
Perf 5Y	25.72%
Perf 10Y	333.65%
Recom	1.72
Target Price	564.95
Prev Close	469.25
Price	473.85
Change %	0.98%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-17-26	Initiated	Jefferies	Buy	$610
Feb-17-26	Resumed	BofA Securities	Buy	$550
Jan-13-26	Upgrade	Daiwa Securities	Neutral → Outperform	$590
Jan-05-26	Upgrade	Stifel	Hold → Buy	$574
Dec-16-25	Upgrade	Goldman	Neutral → Buy	$570
Oct-17-25	Upgrade	Raymond James	Underperform → Mkt Perform
Oct-01-25	Upgrade	Deutsche Bank	Hold → Buy	$528
Oct-01-25	Initiated	Seaport Research Partners	Buy	$528
Apr-10-25	Resumed	BofA Securities	Buy	$530
Mar-12-25	Initiated	Mizuho	Neutral	$504
Dec-20-24	Initiated	Citigroup	Buy	$565
Oct-02-24	Initiated	Evercore ISI	Outperform	$521
Sep-23-24	Downgrade	Raymond James	Mkt Perform → Underperform
Aug-13-24	Initiated	Wells Fargo	Overweight	$510
Jul-24-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$482 → $455
Apr-02-24	Upgrade	Barclays	Equal Weight → Overweight	$375 → $450
Dec-15-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$365 → $455
Sep-14-23	Initiated	Wolfe Research	Outperform	$390
Jul-03-23	Reiterated	Goldman	Neutral	$328 → $362
Jun-15-23	Initiated	BofA Securities	Buy

Show Previous Ratings

Sep-19-26 10:03AM	Moodys Just Delivered Its Best Quarter in Years. Is Its Stock Still Undervalued? (TIKR)
Sep-18-26 08:43AM	How Will Berkshire Equities Be Run Without Warren Buffett? (Barrons.com)
Sep-14-26 08:00PM	Moody's to Acquire Minority Stake in Philippine Rating Services Corporation (PhilRatings) (Business Wire)
Aug-26-26 12:00AM	French Showdown Over Next Budget Will Be Macrons Riskiest Yet (Bloomberg)
Aug-25-26 11:00PM	PSP Swiss Property AG (WBO:PSPN) (Q2 2026) Earnings Call Highlights: Strong Growth and ... (GuruFocus.com)
03:58PM	Loading…
03:58PM	Moody's Pushes Deeper Into AI With Google (GuruFocus.com)
08:05AM	Moodys Brings Its Decision-Grade Intelligence to Gemini Enterprise for Financial Services (Business Wire)
Aug-19-26 04:30PM	Top Research Reports for NVIDIA, Applied Materials & ConocoPhillips (Zacks)
Aug-15-26 03:00PM	Bond Traders Are Agonizing Over $70 Billion of Shadow Credit Backstops For AI Companies (Bloomberg)
Aug-12-26 04:15PM	Moodys Corporation Elects Keith Demmings to Board of Directors (Business Wire)
Aug-11-26 09:26PM	China Revives Free-Trade Zone Bond Market After 2023 Crackdown (Bloomberg)
10:26AM	SLR forecasts lower private credit recoveries due to covenant erosion (Pitchbook)
06:30AM	Beverly Hills, 90210 School Faces Crisis With Shrinking Enrollment, Rising Costs (Bloomberg)
Aug-10-26 02:41PM	US takeover will trash easyJets debt rating, warns Moodys (The Telegraph)
Aug-06-26 09:17AM	JPMorgan upgrades Kraft Heinz credit to Overweight on deleveraging outlook (Investing.com)
01:56PM	Loading…
Aug-05-26 01:56PM	Ares Eyes $2 Billion Loan Deal in Slow Year for Private Credit (Bloomberg)
Aug-02-26 07:00PM	AI and Chips Are Turning Malaysia Into Asias Growth Standout (Bloomberg)
Jul-31-26 08:30AM	Eversource Energy Q2 2026 Earnings Call Summary (Moby)
Jul-30-26 06:09PM	CoreWeaves Wild Stock Ride Takes Toll on Its Cost to Finance AI (Bloomberg)
Jul-27-26 05:00PM	Italgas SpA (ITGGF) (Half Year 2026) Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Jul-24-26 11:26AM	European banks pour into risk, compliance and AI to compete: Moodys (Retail Banker International)
12:33AM	Global Bonds Are Reeling as Oil Surge Renews Inflation Threat (Bloomberg)
Jul-23-26 12:15PM	Your pension may rely on the optimistic assumption that AI will pay off Moody's sees 'no playbook' for whats next (Moneywise)
05:20AM	The world is crazy, but stocks are up? (Axios)
Jul-22-26 05:00PM	Moodys Corp (MCO) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance (GuruFocus.com)
04:48PM	Moody's Corporation Q2 2026 Earnings Call Summary (Moby)
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08:50AM	Moody's shares edge lower despite second-quarter earnings beat and strong revenue growth (NYSE:MCO) (InvestorsHub)
08:16AM	Argentina Wins Third Credit Upgrade in Under 3 Months as Moody's Lifts Rating (GuruFocus.com)
07:08AM	Moody's: Q2 Earnings Snapshot (Associated Press)
07:00AM	Loading…
07:00AM	Moody's Corporation Delivers Exceptional Results For Second Quarter 2026 (Business Wire)
Jul-21-26 11:08AM	Moody's Warns Indonesia Risks Grow Despite 2.85% Deficit Target (GuruFocus.com)
Jul-17-26 01:21PM	San Antonio to Borrow $944 Million for Major Airport Expansion (Bloomberg)
09:41AM	Apple upgraded, Brinker initiated: Wall Street's top analyst calls (The Fly)
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11:29AM	AI Push to M&A-Starved Loans Gains Fuel With Supersized QTS Deal (Bloomberg)
Jul-13-26 03:47PM	Universities dwindling financial positions place pressure on endowments (Pitchbook)
03:25PM	Quality Stocks Aren't the Names You'd Expect (Barrons.com)
01:21PM	Goldman Pitches Investors on Loans to Their Own Private Funds (Bloomberg)
Jul-10-26 06:47PM	Weekly Wrap: Bitcoin Has A Winning Week (CryptoProwl)
09:11AM	New Hampshire Cancels Bitcoin Bond Sale (CryptoProwl)
07:41AM	MCO Stock: Collect 9.4% Now, In Exchange For 11% Of Upside (Trefis)
Jul-09-26 08:15AM	Jersey City Shadowed by 15% Tax Hike as Boomtown Faces Reckoning (Bloomberg)
Jul-08-26 06:17PM	Harley-Davidsons Credit Ratings Get Cut to Junk By S&P (Bloomberg)
07:00AM	Date Set For Moody's Earnings Release And Investor Teleconference (Business Wire)
Jul-06-26 09:34AM	APAC Private Credit Faces 18-Month Slowdown Warning (GuruFocus.com)
Jul-02-26 09:00AM	Canadian Derivatives Clearing Corporation Announces Inaugural Subscription of Secured General Collateral Notes (SGC Notes) (TMX Newsfile)
Jun-26-26 04:40PM	The Real Engine Behind S&P Global Stock Is Not What You Think (Trefis)
Jun-24-26 06:31AM	Investor Who Scored 900% Win in 2008 Crisis Has New Big Short Bet (Bloomberg)
Jun-22-26 08:57PM	A Lot of Leeway: SpaceXs High-Grade Debt Brings Out Skeptics (Bloomberg)
04:10PM	Sony Plans Its First Dollar-Bond Sale in Nearly Three Decades (Bloomberg)
Jun-19-26 09:40PM	Weekly Wrap: Bitcoin Slumps As Fed Turns Hawkish On Interest Rates (CryptoProwl)
04:37AM	SpaceX lands investment-grade credit ratings as shares tumble from record high (Euronews)
Jun-17-26 02:48PM	Moodys Embeds Credit Ratings On Solana Network (CryptoProwl)
08:00AM	Moody's Launches Decision-Grade AI Skills for Major AI Platforms (Business Wire)
Jun-16-26 08:00AM	Moody's Brings Its Decision-Grade Intelligence to Amazon Quick (Business Wire)
Jun-11-26 01:31PM	CoreWeave AI Funding Goes Global With Euro Junk-Bond Deal (Bloomberg)
Jun-08-26 05:33AM	Universal Music Sounds Out Investors for 1 Billion Bond Sale (Bloomberg)
Jun-04-26 07:00AM	S&P Global warns of looming problems at Odyssey as it cuts rating (FreightWaves)
Jun-02-26 07:00AM	Moodys to Host Q&A Session on Generative AI Strategy on June 8, 2026 (Business Wire)
May-27-26 04:42PM	Investors Say Its Time for Pemex to Tap Global Debt Markets (Bloomberg)
10:28AM	Ellison Privately Vows to Limit Enlarged Paramounts Debt (Bloomberg)
May-24-26 08:42AM	Hyperscaler Debt Flood Brings Derivatives Bonanza (Bloomberg)
May-21-26 06:22AM	Junk Debts Red-Hot Rally Sparks Complacency Fears as Risk Rises (Bloomberg)
May-14-26 07:00AM	Moody's Corporation to Present at the Bernstein Strategic Decisions Conference on May 28, 2026 (Business Wire)
May-11-26 04:13PM	Verizons Global Hybrid Bond-Sale Push Reaches $12 Billion (Bloomberg)
07:00AM	Moodys cuts Wabash rating third time in a year, execs eye 27 rebound (FreightWaves)
06:38AM	Consumer spending is healthy, but gas prices remain a risk (Retail Dive)
May-08-26 08:30AM	CareTrust REIT, Inc. Q1 2026 Earnings Call Summary (Moby)
May-07-26 12:06PM	Hybrid Bond Sales At Record as Companies Pounce on Low Costs (Bloomberg)
06:23AM	Moody's sees South Africa debt stabilizing as reforms boost outlook (Reuters)
May-05-26 12:52PM	Crypto Exchange Bullish Soars on 'Transformative' $4 Billion Bet on Transfer Agents (Barrons.com)
May-02-26 03:00AM	Magna International Inc (MGA) Q1 2026 Earnings Call Highlights: Strong Earnings Growth Amid ... (GuruFocus.com)
May-01-26 03:35PM	Berkshire Has $373 Billion in Cash. These Experts Have Ideas How to Deploy It. (Barrons.com)
Apr-30-26 05:07PM	AI Debt Investors Show Fatigue After $300 Billion Binge (Bloomberg)
03:15AM	Entergy Corp (ETR) Q1 2026 Earnings Call Highlights: Strong Growth and Strategic Partnerships ... (GuruFocus.com)
Apr-29-26 07:00AM	Moody's Corporation to Present at the Barclays 18th Annual Americas Select Conference on May 6, 2026 (Business Wire)
03:08AM	COPT Defense Properties (CDP) Q1 2026 Earnings Call Highlights: Strong FFO Growth and Strategic ... (GuruFocus.com)
03:06AM	CMS Energy Corp (CMS) Q1 2026 Earnings Call Highlights: Strong EPS Amid Storm Challenges (GuruFocus.com)
Apr-28-26 02:25PM	These 8 Services Stocks Are AI Winners, According to Goldman Sachs (Barrons.com)
07:52AM	Moody's Revises China Outlook To Stable, Affirms A1 Rating (GuruFocus.com)
Apr-24-26 12:51PM	Belgium Downgrade Pressures Bond Yields As Debt Seen Hitting 122% GDP (GuruFocus.com)
12:46PM	Flagstar Financial, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-23-26 08:30AM	JPMorgan Readies Fresh Private Credit Push After Needling Market (Bloomberg)
03:04AM	Moodys Corp (MCO) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Increased ... (GuruFocus.com)
Apr-22-26 03:45PM	Direct lending stress is growing on multiple fronts Moodys Ratings (Pitchbook)
12:46PM	Moody's Corporation Q1 2026 Earnings Call Summary (Moby)
07:07AM	Moody's: Q1 Earnings Snapshot (Associated Press)
07:00AM	Moody's Corporation Achieved Record Results For First Quarter 2026 (Business Wire)
Apr-21-26 08:00AM	Moodys Advances Decision-Grade Credit Intelligence Across Enterprise AI Workflows, Powered by Microsoft 365 Copilot (Business Wire)
Apr-19-26 07:57AM	War Revives Stagflation Dangers for Global Economy (Bloomberg)
Apr-18-26 03:00PM	Traders Ready to Put War Behind Them Dial Up Risk (Bloomberg)
Apr-16-26 08:00AM	Moodys Agentic Solutions Now Available in AWS Marketplace (Business Wire)
Apr-15-26 10:43AM	Pimco Buys All $400 Million of Bonds Sold by Blue Owl BDC (Bloomberg)
08:00AM	Moodys Corporation Names Christina Kosmowski as CEO of Moodys Analytics (Business Wire)
Apr-11-26 03:00PM	AI Juggernaut Rumbles on Even as Markets Whipsaw (Bloomberg)
Apr-10-26 10:34AM	Stats Perform wraps B-minus rated leveraged loan at lofty 12.35% yield (Pitchbook)
Apr-09-26 08:00AM	Moody's Brings Credit and Compliance Workflows Directly into Anthropic's Claude (Business Wire)
Apr-08-26 11:39AM	UBS Packages $500 Million Private Credit Stakes Into Insured Debt Deal (GuruFocus.com)

Moody's Corp. engages in the provision of credit ratings, research, tools and analysis to the global capital markets. It operates through the Moody's Investors Service (MIS) and Moody's Analytics (MA) segments. The MIS segment is a credit rating agency, which publishes credit ratings on debt obligations and the entities, including various corporate and governmental obligations, structured finance securities, and commercial paper programs. The MA segment develops products and services, which support financial analysis and risk management activities of institutional participants in global financial markets. The company was founded by John Moody in 1909 and is headquartered in New York, NY.

PresidentMr. Robert Scott Fauber

Senior VP & General CounselMr. Richard Steele

President of Moody's Investors Service Inc. & CEO of Moody's RatingsMr. Michael L. West

Chief Accounting Officer & Corporate ControllerMr. Jason Phillips

Senior VP & Chief Administrative OfficerMs. Tameka Brown Alsop P.M.P.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fauber Robert	President and CEO	Sep 01 '26	Option Exercise	140.03	1,167	163,410	52,831	Sep 02 04:09 PM
Fauber Robert	President and CEO	Sep 01 '26	Sale	501.89	1,467	736,273	51,664	Sep 02 04:09 PM
Fauber Robert	Officer	Sep 01 '26	Proposed Sale	501.89	1,467	736,273		Sep 01 10:28 AM
Fauber Robert	President and CEO	Aug 03 '26	Option Exercise	140.03	1,167	163,410	53,131	Aug 04 04:12 PM
Fauber Robert	President and CEO	Aug 03 '26	Sale	484.30	1,467	710,468	51,964	Aug 04 04:12 PM
Fauber Robert	Officer	Aug 03 '26	Proposed Sale	484.30	1,467	710,468		Aug 03 10:45 AM
Fauber Robert	President and CEO	Jul 01 '26	Option Exercise	140.03	1,167	163,410	53,431	Jul 02 04:06 PM
Fauber Robert	President and CEO	Jul 01 '26	Sale	455.49	1,467	668,204	52,264	Jul 02 04:06 PM
Steele Richard G	SVP - General Counsel	Jul 01 '26	Sale	455.49	157	71,512	1,828	Jul 02 04:04 PM
Steele Richard G	Officer	Jul 01 '26	Proposed Sale	455.49	157	71,512		Jul 01 12:02 PM
Fauber Robert	Officer	Jul 01 '26	Proposed Sale	453.67	1,467	665,534		Jul 01 11:13 AM
Steele Richard G	SVP - General Counsel	Jun 01 '26	Sale	453.67	158	71,680	1,985	Jun 02 06:40 PM
Fauber Robert	President and CEO	Jun 01 '26	Option Exercise	140.03	1,167	163,410	53,731	Jun 02 06:39 PM
Fauber Robert	President and CEO	Jun 01 '26	Sale	453.67	1,467	665,534	52,564	Jun 02 06:39 PM
Steele Richard G	Officer	Jun 01 '26	Proposed Sale	453.67	158	71,680		Jun 01 11:36 AM
Fauber Robert	Officer	Jun 01 '26	Proposed Sale	453.67	1,467	665,534		Jun 01 10:53 AM
Fauber Robert	President and CEO	May 01 '26	Option Exercise	140.03	1,167	163,410	76,356	May 04 05:09 PM
Fauber Robert	President and CEO	May 01 '26	Sale	466.39	1,467	684,194	75,189	May 04 05:09 PM
Steele Richard G	SVP - General Counsel	May 01 '26	Sale	466.39	158	73,690	2,143	May 04 05:07 PM
Steele Richard G	Officer	May 01 '26	Proposed Sale	466.39	158	73,690		May 01 12:26 PM
Fauber Robert	Officer	May 01 '26	Proposed Sale	466.39	1,467	684,194		May 01 10:56 AM
Fauber Robert	President and CEO	Apr 01 '26	Option Exercise	140.03	1,167	163,410	76,081	Apr 03 04:01 PM
Fauber Robert	President and CEO	Apr 01 '26	Sale	437.77	1,467	642,209	75,489	Apr 03 04:01 PM
Steele Richard G	SVP - General Counsel	Apr 01 '26	Sale	437.77	158	69,168	2,301	Apr 03 04:00 PM
Steele Richard G	Officer	Apr 01 '26	Proposed Sale	437.77	158	69,168		Apr 01 12:45 PM
Fauber Robert	Officer	Apr 01 '26	Proposed Sale	437.77	1,467	642,209		Apr 01 10:58 AM
Phillips Jason D	Chief Acctg Off & Controller	Mar 04 '26	Sale	472.61	333	157,437	2,098	Mar 05 04:08 PM
Heuland Noemie Clemence	SVP & Chief Financial Officer	Mar 04 '26	Sale	465.87	100	46,587	4,086	Mar 05 04:07 PM
West Michael L	President, Moody's Investors	Mar 04 '26	Sale	473.72	4,250	2,013,301	8,759	Mar 05 04:05 PM
Steele Richard G	SVP - General Counsel	Mar 03 '26	Sale	456.71	375	171,266	2,459	Mar 04 06:11 PM
Fauber Robert	President and CEO	Mar 03 '26	Sale	456.71	5,213	2,380,829	75,789	Mar 04 06:09 PM
West Michael L	Officer	Mar 04 '26	Proposed Sale	473.72	4,250	2,013,301		Mar 04 01:00 PM
Phillips Jason D	Officer	Mar 04 '26	Proposed Sale	471.37	334	157,437		Mar 04 12:23 PM
Heuland Noemie Clemence	Officer	Mar 04 '26	Proposed Sale	465.87	100	46,587		Mar 04 09:42 AM
Fauber Robert	Officer	Mar 03 '26	Proposed Sale	456.71	5,213	2,380,829		Mar 03 11:21 AM
Steele Richard G	Officer	Mar 03 '26	Proposed Sale	456.71	375	171,266		Mar 03 10:46 AM
West Michael L	President, Moody's Investors	Feb 26 '26	Option Exercise	315.04	3,327	1,048,145	11,926	Feb 27 04:08 PM
West Michael L	President, Moody's Investors	Feb 26 '26	Sale	474.10	3,327	1,577,340	9,787	Feb 27 04:08 PM
West Michael L	Officer	Feb 26 '26	Proposed Sale	474.10	3,327	1,577,340		Feb 26 01:30 PM
Fauber Robert	President and CEO	Feb 03 '26	Option Exercise	167.50	575	96,312	61,657	Feb 04 04:17 PM
Fauber Robert	President and CEO	Feb 02 '26	Option Exercise	113.34	592	67,097	61,674	Feb 04 04:17 PM
Fauber Robert	President and CEO	Feb 02 '26	Sale	516.15	592	305,561	61,082	Feb 04 04:17 PM
Fauber Robert	President and CEO	Feb 03 '26	Sale	498.90	575	286,868	61,082	Feb 04 04:17 PM
Fauber Robert	Officer	Feb 03 '26	Proposed Sale	498.90	575	286,868		Feb 03 09:50 AM
Fauber Robert	Officer	Feb 02 '26	Proposed Sale	516.15	592	305,561		Feb 02 01:21 PM
Fauber Robert	President and CEO	Jan 05 '26	Option Exercise	167.50	575	96,312	61,657	Jan 06 04:12 PM
Fauber Robert	President and CEO	Jan 02 '26	Option Exercise	113.34	592	67,097	61,674	Jan 06 04:12 PM
Fauber Robert	President and CEO	Jan 02 '26	Sale	508.94	592	301,292	61,082	Jan 06 04:12 PM
Fauber Robert	President and CEO	Jan 05 '26	Sale	502.52	575	288,949	61,082	Jan 06 04:12 PM
Fauber Robert	Officer	Jan 05 '26	Proposed Sale	502.52	575	288,949		Jan 05 11:42 AM
Fauber Robert	Officer	Jan 02 '26	Proposed Sale	508.94	592	301,292		Jan 02 01:46 PM
Fauber Robert	President and CEO	Dec 03 '25	Option Exercise	167.50	575	96,312	61,657	Dec 05 04:01 PM
Fauber Robert	President and CEO	Dec 03 '25	Sale	487.87	575	280,525	61,082	Dec 05 04:01 PM
Fauber Robert	Officer	Dec 03 '25	Proposed Sale	487.87	575	280,525		Dec 03 09:49 AM
Fauber Robert	President and CEO	Dec 01 '25	Option Exercise	113.34	592	67,097	61,674	Dec 02 04:15 PM
Fauber Robert	President and CEO	Dec 01 '25	Sale	486.09	592	287,765	61,082	Dec 02 04:15 PM
Fauber Robert	Officer	Dec 01 '25	Proposed Sale	486.09	592	287,765		Dec 01 09:44 AM
Fauber Robert	President and CEO	Nov 03 '25	Option Exercise	140.03	1,167	163,410	62,249	Nov 04 04:16 PM
Fauber Robert	President and CEO	Nov 03 '25	Sale	478.95	1,167	558,935	61,082	Nov 04 04:16 PM
Fauber Robert	Officer	Nov 03 '25	Proposed Sale	478.95	1,167	558,935		Nov 03 11:20 AM
Steele Richard G	SVP - General Counsel	Oct 28 '25	Sale	493.90	26	12,841	1,334	Oct 29 04:14 PM
Fauber Robert	President and CEO	Oct 28 '25	Option Exercise	113.34	546	61,884	61,628	Oct 29 04:13 PM
Fauber Robert	President and CEO	Oct 28 '25	Sale	493.90	546	269,669	61,082	Oct 29 04:13 PM
Fauber Robert	Officer	Oct 28 '25	Proposed Sale	493.90	546	269,669		Oct 28 09:59 AM
Steele Richard G	Officer	Oct 28 '25	Proposed Sale	493.90	26	12,841		Oct 28 09:49 AM
Fauber Robert	President and CEO	Oct 15 '25	Option Exercise	97.77	281	27,473	61,497	Oct 16 04:21 PM
Fauber Robert	President and CEO	Oct 15 '25	Sale	481.09	415	199,652	61,082	Oct 16 04:21 PM
Fauber Robert	Officer	Oct 15 '25	Proposed Sale	481.09	415	199,652		Oct 15 09:54 AM
Fauber Robert	President and CEO	Oct 01 '25	Option Exercise	97.78	280	27,379	61,630	Oct 02 04:05 PM
Fauber Robert	President and CEO	Oct 01 '25	Sale	477.97	414	197,880	61,216	Oct 02 04:05 PM
Fauber Robert	Officer	Oct 01 '25	Proposed Sale	477.97	414	197,880		Oct 01 10:34 AM

Open in Screener

SPGI

S&P Global Inc

406.50

Sep 23 • 3:59 PM ET +4.06 (1.01%)

407.00

Aftermarket • 7:30 PM ET +0.50 (0.12%)

Financial Financial Data & Stock Exchanges USA Large NYSE

Peers: MCO MSCI ICE CME NDAQ FDS MORN EFX VRSK TRU

| Held by: VTI VOO IVV SPY VTV XLF VIG SPYM IWD EAGL

Index	S&P 500
Market Cap	119.84B
Enterprise Value	136.58B
Income	4.92B
Sales	16.12B
Book/sh	106.86
Cash/sh	14.05
Dividend Est.	3.89 (0.96%)
Dividend TTM	3.71 (0.91%)
Dividend Ex-Date	Aug 26, 2026
Dividend Gr. 3/5Y	4.97% 7.46%
Payout	26.20%
Employees	44500
IPO	Feb 14, 1929

P/E	24.75
Forward P/E	20.07
PEG	1.84
P/S	7.43
P/B	3.80
P/C	28.94
P/FCF	21.50
EV/EBITDA	16.28
EV/Sales	8.47
Quick Ratio	0.95
Current Ratio	0.95
Debt/Eq	0.50
LT Debt/Eq	0.41
Option/Short	Yes / Yes

EPS (ttm)	16.42
EPS next Y	20.25
EPS next Q	4.43
EPS this Y	5.99%
EPS next Y	13.30%
EPS next 5Y	10.90%
EPS past 3/5Y	12.85% 8.69%
Sales past 3/5Y	11.11% 15.56%
EPS Y/Y TTM	26.18%
Sales Y/Y TTM	9.67%
EPS Q/Q	17.60%
Sales Q/Q	10.41%
Earnings	Jul 28 BMO
EPS/Sales Surpr.	0.43% -10.14%

Insider Own	0.25%
Insider Trans	0.82%
Inst Own	91.20%
Inst Trans	-0.38%
ROA	7.98%
ROE	15.17%
ROIC	11.05%
Gross Margin	63.43%
Oper. Margin	44.58%
Profit Margin	30.53%
SMA20	-3.74%
SMA50	-4.01%
SMA200	-4.72%
Trades

Shs Outstand	294.80M
Shs Float	294.05M
Short Float	2.38%
Short Ratio	3.31
Short Interest	7.00M
52W High	522.35 -22.18%
52W Low	360.94 12.62%
Volatility	1.86% 2.35%
ATR (14)	10.28
RSI (14)	41.94
Beta	1.08
Rel Volume	0.72
Avg Volume	2.11M
Volume	1,528,574

Perf Week	-0.06%
Perf Month	-6.64%
Perf Quarter	6.81%
Perf Half Y	4.52%
Perf YTD	-17.76%
Perf Year	-13.49%
Perf 3Y	15.63%
Perf 5Y	-4.85%
Perf 10Y	243.87%
Recom	1.36
Target Price	519.05
Prev Close	402.44
Price	406.50
Change %	1.01%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-17-26	Resumed	BofA Securities	Buy	$575
Oct-01-25	Initiated	Seaport Research Partners	Buy	$540
Apr-10-25	Resumed	BofA Securities	Buy	$600
Mar-12-25	Initiated	Mizuho	Outperform	$599
Dec-20-24	Initiated	Citigroup	Buy	$600
Oct-02-24	Initiated	Evercore ISI	Outperform	$599
Sep-23-24	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-13-24	Initiated	Wells Fargo	Overweight	$575
Oct-16-23	Resumed	Jefferies	Buy	$457 → $430
Sep-14-23	Initiated	Wolfe Research	Outperform	$453
Jun-15-23	Initiated	BofA Securities	Buy
May-09-23	Initiated	Wells Fargo	Overweight	$415
Nov-07-22	Upgrade	Atlantic Equities	Neutral → Overweight	$356 → $386
Oct-25-22	Resumed	Jefferies	Buy	$430 → $397
May-17-22	Initiated	Redburn	Buy
Mar-30-22	Initiated	Deutsche Bank	Buy	$515
Mar-24-22	Resumed	Credit Suisse	Outperform	$495
Mar-08-22	Resumed	Goldman	Buy	$485
Mar-08-22	Resumed	Barclays	Overweight	$500
Mar-02-22	Resumed	JP Morgan	Overweight	$480

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Sep-17-26 04:37PM	ON Semiconductor Stock Is Already Half Off Its High, So How Low Could A Market Shock Take It? (Trefis)
04:28PM	How Far Can Cipher Digital Stock Fall While It Waits For Rent? (Trefis)
02:28PM	Should You Buy Snap Stock For The Cash It Throws Off? (Trefis)
12:33PM	Financial Data Giant S&P Global Moves Deeper Into Crypto With OpenZeppelin Deal (decrypt)
11:38AM	S&P Global Buys the Auditor Behind Most Stablecoins: Why Now, and Why Twice? (BeInCrypto)
11:24AM	Is GOOGL Stock Amplifying A Risk You Already Own? (Trefis)
08:00AM	S&P Global Announces Agreement to Acquire OpenZeppelin (PR Newswire)
Sep-16-26 09:41PM	What Are You Actually Paying For In Cava Stock? (Trefis)
09:13PM	What Does AppLovin Stock Do On Your Worst Days? (Trefis)
03:30PM	Should You Buy Qualcomm Stock For The Cash As Apple Leaves? (Trefis)
02:50PM	What Does AT&T Stock Do To Your Money When The Market Falls? (Trefis)
11:25AM	Is PepsiCo Stock Cheap Enough To Live With Slow Growth? (Trefis)
08:30AM	Should Record Revenue Make IonQ Stock Feel Safer? (Trefis)
06:33AM	Utility costs could put pressure on cities finances, S&P experts warn (SmartCities Dive)
Sep-15-26 10:18PM	Is PG&E Stock Cheap, Or Just Waiting On California? (Trefis)
08:23PM	Autodesk Or Fair Isaac: Which One Earns Its Growth Without Buying It? (Trefis)
06:20PM	What Growth Are You Paying For In Zscaler Stock? (Trefis)
05:57PM	What Are You Actually Buying In Cloudflare Stock? (Trefis)
04:13PM	Top Research Reports for S&P Global, Cloudflare & Canadian Natural (Zacks)
02:09PM	Is eBay Stock Worth The Ride? (Trefis)
11:37AM	How Much Does IBM Stock Move When The Market Moves? (Trefis)
11:26AM	How Far Could RGTI Stock Drop If the Broader Market Breaks? (Trefis)
12:40AM	Verdant Rock Secures 30% Quota Share Reinsurance Treaty with A+ Rated Panel, Expanding Emerging Market Guarantee Capacity (TMX Newsfile)
Sep-14-26 03:31PM	How Far Can Adobe Stock Fall While It Waits On Freemium? (Trefis)
01:11PM	Should You Buy Coinbase Stock While Its Revenue Is Shrinking? (Trefis)
08:00AM	S&P Global Leads Strategic Investment in Kaiko, Deepening Commitment to Digital Assets and On-chain Markets (PR Newswire)
Sep-11-26 05:32PM	Is Uber Stock Cheap, Or Is The Cash Already Spent? (Trefis)
05:17PM	How Far Could Take-Two Stock Fall In A Market Shock, With Grand Theft Auto VI Still To Come? (Trefis)
05:12PM	Amazon Gains as S&P Flags Its $100 Billion Debt Spree (GuruFocus.com)
05:09PM	Is Cipher Digital Stock Expensive, Or Just Early? (Trefis)
03:41PM	EBAY Paid Holders $19 Billion While The Stock Trailed The Market (Trefis)
09:44AM	How Far Could Intel Stock Fall After More Than Quadrupling In A Year? (Trefis)
Sep-10-26 09:16PM	Is Eaton Stock Amplifying A Risk You Already Own? (Trefis)
08:45PM	Pinterest Stock Halved In A Rising Market, So How Low Could A Crash Take It? (Trefis)
08:39PM	What Is The Market Seeing In Accenture Stock That You Are Not? (Trefis)
04:04PM	Is Applied Materials Stock Amplifying A Risk You Already Own? (Trefis)
03:57PM	Qualcomm Stock Looks Cheap, But Is The Discount Deserved? (Trefis)
01:18PM	Should You Buy Meta Stock For Cash Flow It Plans To Spend? (Trefis)
11:24AM	How Far Could Boeing Stock Fall If The Market Turns? (Trefis)
Sep-09-26 07:19PM	Is Accenture's Business Falling As Fast As Its Stock? (Trefis)
04:34PM	S&P Dow Jones Indices CEO on Index Restructuring (Bloomberg)
04:31PM	What CRM Shareholders Got Paid While The Stock Stood Still (Trefis)
03:42PM	Is Joby Stock Priced For The Wrong Business? (Trefis)
12:16PM	Why Does AT&T Stock Still Trade Like It Is Shrinking? (Trefis)
Sep-08-26 02:46PM	The Market Marked AMZN Stock Down. The Numbers Push Back (Trefis)
12:43PM	How Far Could RKLB Stock Fall In The Next Shock? (Trefis)
09:58AM	QCOM Showered Owners With Cash, But The Stock Still Lagged The Market (Trefis)
Sep-04-26 07:15PM	Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600 (PR Newswire)
05:02PM	Why Cheap LOW Stock Fails Part Of The Value Test (Trefis)
01:05PM	Should You Brace For A Fall In American Airlines Stock? (Trefis)
12:20PM	What Are You Actually Buying In Aurora Innovation Stock? (Trefis)
10:40AM	QCOM Showered Owners With Cash. The Stock Still Lagged The Market (Trefis)
Sep-03-26 08:06PM	What Are You Actually Buying In Applied Digital Stock? (Trefis)
05:27PM	What Are You Actually Buying In PayPal Stock? (Trefis)
04:30PM	S&P Global Inc. stock outperforms competitors on strong trading day (MarketWatch)
03:20PM	S&P Global to Present at Barclays 24th Annual Global Financial Services Conference on September 14, 2026 (PR Newswire)
03:02PM	VZ Keeps Climbing. Should You Climb On? (Trefis)
01:55PM	How Far Can JOBY Stock Fall While Its Guidance Goes Up? (Trefis)
01:06AM	India's services growth picks up in August but stays near four-year low, PMI shows (Reuters)
Sep-02-26 02:07PM	Is Oracle Stock A Hedge Or A Downside Trap? (Trefis)
12:02PM	Micron Stock Offers More Than A Market Ride (Trefis)
10:21AM	What to expect over the next 12 months from S&P 500 returns (Yahoo Finance Video)
08:21AM	Why High-Yield Baby Bonds Offer Income Investors a Rare Opportunity (Barrons.com)
Sep-01-26 02:43PM	S&P Global shares rise on report of possible CapIQ spinoff (Investing.com)
12:25PM	S&P Global Completes Acquisition of datacenterHawk (PR Newswire)
12:00PM	S&P Global Completes Divestiture of Upstream Energy Software Portfolio to SLB (PR Newswire)
11:00AM	S&P Dow Jones Indices and Kaiko Introduce S&P Kaiko Digital Asset Indices (PR Newswire)
Aug-31-26 10:21PM	LULU: A Cash Gusher At A Marked-Down Price (Trefis)
10:15PM	Where CVX's $119 Billion Of Shareholder Cash Came From (Trefis)
04:08PM	PG&E Stock Is Priced For A Decision It Does Not Make (Trefis)

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Ratings, Indices, Energy, and Market Intelligence. The Ratings segment provides credit ratings, research, and analytics. The Indices segment maintains a wide variety of valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The Energy segment is involved in information and benchmark prices for the energy and commodity markets. The Market Intelligence segment covers multi-asset-class data and analytics integrated with purpose-built workflow solutions. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

PresidentMs. Martina L. Cheung

Executive VP & Chief Legal OfficerMr. Steven Kemps C.P.A.

CFO & Executive VPMr. Eric Walter Aboaf

Senior VPMr. Christopher Craig

Executive VPMs. Sally Moore

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Thomas Darren Robert	Co-Head, Market Intelligence	Aug 01 '26	Option Exercise	0.00	558	0	6,732	Aug 04 04:36 PM
Moritz Robert Edward Jr.	Director	Apr 30 '26	Buy	434.03	1,152	500,001	1,152	May 04 04:19 PM
Clay Catherine R	CEO, S&P Dow Jones Indices	May 01 '26	Buy	431.39	2,500	1,078,475	2,500	May 04 04:18 PM
CHEUNG MARTINA	CEO & President	Apr 29 '26	Buy	429.93	2,322	998,297	27,518	May 01 04:07 PM
Craig Christopher	SVP and Controller	Apr 01 '26	Option Exercise	425.17	1,480	629,252	12,247	Apr 02 05:01 PM
Aboaf Eric W.	EVP, Chief Financial Officer	Mar 01 '26	Option Exercise	441.88	1,091	482,091	1,790	Mar 03 04:02 PM
Craig Christopher	SVP and Controller	Feb 12 '26	Option Exercise	397.20	768	305,050	10,119	Feb 13 05:13 PM
Joly Hubert	Director	Feb 11 '26	Buy	398.98	2,500	997,459	2,665	Feb 12 04:01 PM
Eager William W	President, S&P Global Mobility	Feb 01 '26	Option Exercise	527.79	254	134,059	8,978	Feb 03 04:02 PM
Eager William W	President, S&P Global Mobility	Dec 10 '25	Buy	493.40	12	5,964	8,724	Jan 15 04:01 PM
Eager William W	President, S&P Global Mobility	Dec 31 '25	Option Exercise	522.59	4,066	2,124,851	9,872	Jan 05 04:14 PM
Twomey Christina	Chief Communications Officer	Dec 31 '25	Option Exercise	522.59	137	71,595	937	Jan 05 04:11 PM
Saha Saugata	President, Market Intelligence	Dec 31 '25	Option Exercise	522.59	1,861	972,540	4,537	Jan 05 04:10 PM
Moore Sally	EVP, Chief Client Officer	Dec 31 '25	Option Exercise	522.59	1,109	579,552	5,935	Jan 05 04:10 PM
Le Pallec Yann	President, S&P Global Ratings	Dec 31 '25	Option Exercise	522.59	589	307,806	2,240	Jan 05 04:09 PM
Kemps Steven J	EVP, Chief Legal Officer	Dec 31 '25	Option Exercise	522.59	1,718	897,810	8,658	Jan 05 04:08 PM
Ganesan Girish	EVP, Chief People Officer	Dec 31 '25	Option Exercise	522.59	319	166,706	1,623	Jan 05 04:07 PM
Ernsberger David P	President, S&P Global Energy	Dec 31 '25	Option Exercise	522.59	308	160,958	4,196	Jan 05 04:06 PM
Aboaf Eric W.	EVP, Chief Financial Officer	Dec 31 '25	Option Exercise	522.59	1,202	628,153	1,202	Jan 05 04:03 PM
CHEUNG MARTINA	CEO & President	Dec 31 '25	Option Exercise	522.59	3,511	1,834,813	20,029	Jan 05 04:02 PM
Twomey Christina	Chief Communications Officer	Nov 01 '25	Option Exercise	487.21	188	91,595	896	Nov 04 04:01 PM
Ganesan Girish	EVP, Chief People Officer	Oct 01 '25	Option Exercise	481.67	181	87,182	1,456	Oct 03 04:02 PM

TRU

TransUnion

EFX

Equifax Inc

MCO

Moody's Corp

SPGI

S&P Global Inc

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