Edited by Peter Hillerberg1 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
Analyst activity on Friday centred on regional banks, transports and a surprising U-turn on a credit data giant.
Equifax took the sharpest hit. Oppenheimer analyst Rayna Kumar cut the stock to Hold from Buy, dropping her rating without publishing a new price target. The consensus on Equifax now sits at zero buys, five holds and 19 sells, making it one of the more negatively skewed ratings tables in the large-cap data sector.
Banks drew conflicting calls. Oppenheimer's Chris Kotowski lifted his price target on U.S. Bancorp to $73 from $72 and kept a Buy rating. RBC Capital's Gerard Cassidy moved the opposite way, cutting his USB target to $65 from $68 while staying at Buy. The same divergence hit PNC Financial: Kotowski raised his target to $269 from $263, while Cassidy cut his to $250 from $273.
Transports also drew bearish revisions. Wells Fargo cut its price target on to $285 from $305, retaining a Buy. U.S. domestic air passenger traffic has risen for three consecutive months through July 2026, per ORTEX airport data, which could support freight and logistics volumes.
D.R. Horton and Stanley Black and Decker both saw Wells Fargo trim targets, to $140 and $90 respectively, with Hold ratings intact on both.
Travelers was the brightest spot. Consensus price target edged up to $361 from $361, with the overall analyst mix holding steady across buys, holds and sells.
TransDigm and Southwest Airlines each saw small consensus target drifts lower, with no individual rating changes attached.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
