Bleakley Financial Group LLC Buys Shares of 10,019 Equifax, Inc. $EFX

Bleakley Financial Group LLC bought a new stake in shares of Equifax, Inc. (NYSE:EFX) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,019 shares of the credit services provider’s stock, valued at approximately $1,804,000.

Several other large investors also recently modified their holdings of the stock. True Wealth Design LLC raised its holdings in shares of Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 58 shares during the period. Geneos Wealth Management Inc. grew its holdings in Equifax by 16.9% during the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares during the period. Athena Investment Management grew its holdings in Equifax by 2.4% during the fourth quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock valued at $566,000 after purchasing an additional 60 shares during the period. Modera Wealth Management LLC increased its position in Equifax by 5.1% in the fourth quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock worth $277,000 after buying an additional 62 shares during the last quarter. Finally, Horizon Investments LLC increased its position in Equifax by 3.2% in the fourth quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider’s stock worth $430,000 after buying an additional 62 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Transactions at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the 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 sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were 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 of the company’s stock, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their position. 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. 1.70% of the stock is owned by insiders.

Equifax Trading Up 4.5%

Shares of EFX stock opened at $179.37 on Friday. The stock has a market capitalization of $21.36 billion, a price-to-earnings ratio of 31.58, a PEG ratio of 1.30 and a beta of 1.32. The company’s fifty day simple moving average is $164.91 and its two-hundred day simple moving average is $184.31. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $271.84. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The firm had revenue of $1.65 billion during 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 business’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same period last year, the company earned $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, analysts anticipate that Equifax, Inc. will post 8.56 earnings per share for the current year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.2%. Equifax’s dividend payout ratio (DPR) is currently 39.44%.

Wall Street Analyst Weigh In

Several analysts have issued reports on EFX shares. The Goldman Sachs Group restated a “neutral” rating and issued a $173.00 target price on shares of Equifax in a research note on Friday, June 26th. Morgan Stanley cut their price target on Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. BNP Paribas Exane decreased their price objective on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a report on Thursday, June 18th. Weiss Ratings cut Equifax from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 2nd. Finally, Wells Fargo & Company dropped their price objective on shares of Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a report on Thursday, June 18th. Thirteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $223.39.

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.