Altrafin AG Buys Shares of 15,948 Equifax, Inc. $EFX

Altrafin AG bought a new stake in Equifax, Inc. (NYSE:EFX) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 15,948 shares of the credit services provider’s stock, valued at approximately $3,460,000. Equifax comprises 1.1% of Altrafin AG’s portfolio, making the stock its 23rd largest position.

A number of other institutional investors also recently bought and sold shares of EFX. Cullen Frost Bankers Inc. bought a new position in Equifax in the fourth quarter valued at about $25,000. Lodestone Wealth Management LLC bought a new position in Equifax in the fourth quarter valued at about $29,000. True Wealth Design LLC lifted its holdings in Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 58 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in Equifax in the third quarter valued at about $34,000. Finally, State of Wyoming bought a new position in Equifax in the second quarter valued at about $34,000. Institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 2.5%

NYSE EFX opened at $163.56 on Friday. The stock’s 50-day moving average price is $173.15 and its 200-day moving average price is $193.17. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 52 week low of $153.91 and a 52 week high of $275.91. The company has a market capitalization of $19.48 billion, a P/E ratio of 28.80, a price-to-earnings-growth ratio of 1.21 and a beta of 1.32.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter last year, the company earned $1.53 earnings per share. The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities research analysts predict that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 22nd will be given a dividend of $0.56 per share. The ex-dividend date is Friday, May 22nd. This represents a $2.24 annualized dividend and a dividend yield of 1.4%. Equifax’s dividend payout ratio (DPR) is currently 39.44%.

Insider Activity

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction 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. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the 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 owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This represents a 7.68% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks highlighted EFX as a strong momentum stock, suggesting the shares still screen well on style and trend factors that can support investor interest. Here’s Why Equifax (EFX) is a Strong Momentum Stock
• Positive Sentiment: Equifax Canada announced Credit Lock for Ontario consumers, a product tied to identity-theft prevention that could help reinforce its consumer credit-protection franchise. Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
• Positive Sentiment: Recent commentary also noted sustained revenue growth, product innovation, and a diversified client base, which supports the longer-term fundamental case for EFX. Sustained Revenue Growth Aids Equifax Amid Low Liquidity

Analyst Upgrades and Downgrades

EFX has been the topic of a number of recent research reports. Bank of America lowered their target price on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. UBS Group lowered their target price on Equifax from $245.00 to $220.00 and set a “buy” rating on the stock in a report on Thursday, April 23rd. Morgan Stanley decreased their price objective on Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Robert W. Baird decreased their price objective on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Finally, Jefferies Financial Group decreased their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research note on Friday, April 17th. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $226.67.

About Equifax

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.