Commerce Bank Makes New Investment in Equifax, Inc. $EFX

Commerce Bank bought a new stake in Equifax, Inc. (NYSE:EFX) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 16,072 shares of the credit services provider’s stock, valued at approximately $2,551,000.

Other institutional investors have also made changes to their positions in the company. Cullen Frost Bankers Inc. acquired a new position in Equifax during the 4th quarter worth about $25,000. Ameriflex Group Inc. increased its position in Equifax by 612.5% in the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares in the last quarter. Reflection Asset Management acquired a new stake in Equifax in the 4th quarter valued at about $26,000. Kemnay Advisory Services Inc. bought a new position in shares of Equifax in the fourth quarter worth about $26,000. Finally, Clearstead Trust LLC bought a new position in shares of Equifax in the second quarter worth about $28,000. 96.20% of the stock is owned by institutional investors.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 currently owned by company insiders.

Equifax Stock Up 1.0%

Shares of NYSE:EFX opened at $194.54 on Tuesday. Equifax, Inc. has a one year low of $150.74 and a one year high of $271.84. The company has a 50 day moving average of $172.75 and a 200-day moving average of $178.11. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. The stock has a market cap of $22.86 billion, a price-to-earnings ratio of 34.19, a P/E/G ratio of 1.55 and a beta of 1.30.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share 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 for the quarter, compared to analyst estimates of $1.70 billion. During the same period in the prior year, the business posted $2.00 earnings per share. Equifax’s revenue was up 10.6% compared to the same quarter last year. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, sell-side analysts forecast that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a dividend of $0.56 per share. The ex-dividend date is Monday, August 31st. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. Equifax’s payout ratio is presently 39.37%.

Analyst Ratings Changes

Several analysts have recently commented on EFX shares. Robert W. Baird decreased their price target on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft set a $208.00 price objective on shares of Equifax in a research report on Wednesday, July 22nd. Needham & Company LLC decreased their price objective on Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a research report on Wednesday, July 22nd. The Goldman Sachs Group reiterated a “neutral” rating and issued a $182.00 price objective on shares of Equifax in a research report on Tuesday, July 21st. Finally, Wells Fargo & Company dropped their target price on Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research report on Wednesday, July 22nd. Fourteen 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 an average target price of $216.89.

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.