Equifax, Inc. $EFX Shares Purchased by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co raised its position in Equifax, Inc. (NYSE:EFX) by 8.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,164 shares of the credit services provider’s stock after acquiring an additional 2,600 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Equifax were worth $8,508,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in EFX. Country Trust Bank purchased a new position in shares of Equifax in the second quarter valued at $26,000. Caldwell Trust Co acquired a new stake in shares of Equifax during the second quarter valued at about $33,000. Spire Wealth Management grew its stake in shares of Equifax by 82.9% during the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 58 shares in the last quarter. State of Wyoming purchased a new stake in shares of Equifax during the second quarter worth about $34,000. Finally, NewSquare Capital LLC lifted its stake in shares of Equifax by 98.5% in the second quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock worth $35,000 after acquiring an additional 67 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Trading Up 2.4%

NYSE:EFX opened at $192.64 on Friday. The firm has a market capitalization of $23.58 billion, a P/E ratio of 36.21, a P/E/G ratio of 1.66 and a beta of 1.55. The business has a 50 day simple moving average of $211.39 and a 200 day simple moving average of $225.93. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.74. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.05 by $0.04. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.12 earnings per share. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities research analysts predict that Equifax, Inc. will post 7.58 EPS for the current year.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Jamil Farshchi sold 6,213 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total value of $1,216,567.53. Following the completion of the sale, the executive vice president owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. This trade represents a 13.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 45,171 shares of company stock valued at $9,079,441 over the last quarter. Insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on EFX shares. Barclays dropped their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a report on Thursday, February 5th. Morgan Stanley reduced their target price on Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Oppenheimer decreased their price target on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. UBS Group set a $230.00 price target on shares of Equifax in a report on Thursday, February 5th. Finally, BMO Capital Markets set a $195.00 price objective on shares of Equifax in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and an average price target of $240.33.

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.