Capital International Ltd. CA increased its stake in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 37.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,182 shares of the credit services provider’s stock after purchasing an additional 7,877 shares during the period. Capital International Ltd. CA’s holdings in Equifax were worth $6,332,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in the stock. Capital Group Investment Management PTE. LTD. grew its stake in shares of Equifax by 23.9% during the fourth quarter. Capital Group Investment Management PTE. LTD. now owns 5,720 shares of the credit services provider’s stock worth $1,241,000 after purchasing an additional 1,105 shares during the period. Los Angeles Capital Management LLC acquired a new stake in shares of Equifax during the fourth quarter worth $116,000. Havemeyer Place LP acquired a new stake in shares of Equifax during the fourth quarter worth $3,183,000. Pinebridge Investments LLC acquired a new stake in shares of Equifax during the fourth quarter worth $5,351,000. Finally, WINTON GROUP Ltd acquired a new stake in shares of Equifax during the fourth quarter worth $801,000. 96.20% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
EFX has been the subject of a number of analyst reports. UBS Group decreased their price objective on Equifax from $245.00 to $220.00 and set a “buy” rating for the company in a research note on Thursday, April 23rd. Needham & Company LLC reiterated a “buy” rating and set a $265.00 target price on shares of Equifax in a report on Wednesday, April 22nd. Citigroup reduced their target price on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Jefferies Financial Group reduced their target price on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Finally, Argus upgraded Equifax to a “hold” rating in a report on Monday, March 2nd. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $226.67.
Insider Transactions at Equifax
In other news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.
Equifax Stock Performance
EFX stock opened at $171.97 on Friday. The business’s 50-day moving average price is $174.30 and its two-hundred day moving average price is $194.64. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. The firm has a market cap of $20.48 billion, a PE ratio of 30.28, a P/E/G ratio of 1.28 and a beta of 1.32. Equifax, Inc. has a 1-year low of $156.47 and a 1-year high of $275.91.
Equifax (NYSE:EFX – Get Free Report) last posted its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The company’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same period in the previous year, the company posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, research analysts forecast that Equifax, Inc. will post 8.56 earnings per share for the current year.
Equifax Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be issued a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, May 22nd. Equifax’s payout ratio is 39.44%.
Equifax Company Profile
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.
The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.
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