14,668 Shares in Equifax, Inc. $EFX Purchased by Havemeyer Place LP

Havemeyer Place LP bought a new position in shares of Equifax, Inc. (NYSE:EFX) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 14,668 shares of the credit services provider’s stock, valued at approximately $3,183,000. Equifax makes up approximately 0.6% of Havemeyer Place LP’s investment portfolio, making the stock its 18th biggest position.

A number of other hedge funds have also recently added to or reduced their stakes in EFX. Brighton Jones LLC grew its holdings in Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after acquiring an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC bought a new stake in Equifax during the 1st quarter worth about $204,000. Empowered Funds LLC grew its holdings in Equifax by 14.6% during the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock worth $615,000 after acquiring an additional 321 shares during the last quarter. First Trust Advisors LP grew its holdings in Equifax by 14.5% during the 2nd quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock worth $1,979,000 after acquiring an additional 966 shares during the last quarter. Finally, AXA S.A. grew its holdings in Equifax by 699.9% during the 2nd quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after acquiring an additional 7,587 shares during the last quarter. Institutional investors own 96.20% of the company’s stock.

Insider Activity

In related news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the transaction, the chief executive officer owned 271,730 shares of the company’s stock, valued at $46,846,252. This trade represents a 12.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of brokerages have commented on EFX. The Goldman Sachs Group increased their price objective on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a report on Wednesday, April 22nd. BNP Paribas Exane decreased their price objective on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a report on Monday, April 27th. Jefferies Financial Group decreased their price objective on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Wells Fargo & Company decreased their price objective on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Finally, Bank of America decreased their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $226.67.

Equifax Stock Up 0.6%

Shares of NYSE EFX opened at $171.97 on Friday. The firm has a market capitalization of $20.48 billion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 1.28 and a beta of 1.32. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 1 year low of $156.47 and a 1 year high of $275.91. The firm’s 50-day moving average is $174.30 and its 200-day moving average is $194.64.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.53 EPS. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities analysts expect that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s dividend payout ratio (DPR) 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.