Sei Investments Co. Buys 124,320 Shares of Equifax, Inc. $EFX

Sei Investments Co. lifted its stake in Equifax, Inc. (NYSE:EFX) by 49.1% during the first quarter, HoldingsChannel reports. The firm owned 377,600 shares of the credit services provider’s stock after purchasing an additional 124,320 shares during the period. Sei Investments Co.’s holdings in Equifax were worth $67,994,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. lifted its holdings in Equifax by 16.9% during the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after buying an additional 58 shares in the last quarter. Athena Investment Management grew its stake in Equifax by 2.4% in the 4th quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock worth $566,000 after acquiring an additional 60 shares in the last quarter. Modera Wealth Management LLC grew its stake in Equifax by 5.1% in the 4th quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock worth $277,000 after acquiring an additional 62 shares in the last quarter. Horizon Investments LLC increased its position in shares of Equifax by 3.2% during the fourth quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider’s stock worth $430,000 after acquiring an additional 62 shares during the period. Finally, Parkside Financial Bank & Trust increased its position in shares of Equifax by 3.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,043 shares of the credit services provider’s stock worth $443,000 after acquiring an additional 63 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on EFX shares. Robert W. Baird lowered their price target on Equifax from $245.00 to $232.00 and set an “outperform” rating for the company in a report on Wednesday. Citigroup reduced their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Morgan Stanley decreased their target price on Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a research report on Wednesday. BNP Paribas Exane lowered their target price on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a report on Thursday, June 18th. Finally, Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax in a research report on Wednesday. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $215.79.

Equifax Price Performance

EFX opened at $172.08 on Friday. The firm has a market capitalization of $20.22 billion, a PE ratio of 30.24, a price-to-earnings-growth ratio of 1.34 and a beta of 1.32. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.61. The business’s 50-day moving average is $165.98 and its two-hundred day moving average is $182.66. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $271.84.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business had revenue of $1.70 billion during the quarter, compared to analyst estimates of $1.70 billion. During the same period in the prior year, the firm posted $2.00 earnings per share. The company’s quarterly revenue was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Research analysts anticipate that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is 39.37%.

Insider Buying and Selling

In related news, EVP Chad M. Borton sold 2,455 shares of the 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 completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

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.