Plato Investment Management Ltd Makes New Investment in Equifax, Inc. $EFX

Plato Investment Management Ltd purchased a new position in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,094 shares of the credit services provider’s stock, valued at approximately $804,000.

Several other institutional investors have also recently made changes to their positions in EFX. State Street Corp grew its holdings in Equifax by 1.3% during the 4th quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock worth $1,097,147,000 after acquiring an additional 66,289 shares in the last quarter. Soroban Capital Partners LP increased its position in Equifax by 310.5% during the 1st quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock valued at $753,515,000 after purchasing an additional 3,165,120 shares during the period. Brown Advisory Inc. raised its holdings in shares of Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Equifax by 36.5% in the 1st quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock valued at $379,490,000 after purchasing an additional 563,880 shares in the last quarter. Finally, Cantillon Capital Management LLC lifted its position in shares of Equifax by 3.9% in the 1st quarter. Cantillon Capital Management LLC now owns 1,791,379 shares of the credit services provider’s stock worth $322,574,000 after purchasing an additional 67,381 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the completion of the transaction, the chief executive officer directly owned 271,890 shares in the company, valued at $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Equifax Stock Performance

EFX opened at $181.82 on Wednesday. The company has a market cap of $21.36 billion, a P/E ratio of 31.95, a price-to-earnings-growth ratio of 1.45 and a beta of 1.30. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. The firm’s 50-day moving average price is $170.38 and its 200-day moving average price is $178.16. Equifax, Inc. has a 52-week low of $150.74 and a 52-week high of $271.84.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, topping the consensus estimate of $2.20 by $0.05. The business had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, equities analysts anticipate that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Weiss Ratings raised shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. The Goldman Sachs Group restated a “neutral” rating and set a $182.00 target price on shares of Equifax in a report on Tuesday, July 21st. Robert W. Baird dropped their target price on Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. UBS Group reiterated a “buy” rating and issued a $220.00 price target on shares of Equifax in a report on Wednesday, July 8th. Finally, Barclays reduced their price target on Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $215.79.

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.