Equifax (NYSE:EFX) CEO Sells $6,506,098.56 in Stock

Equifax, Inc. (NYSE:EFX) CEO Mark Begor sold 37,791 shares of the business’s stock in a transaction that occurred 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 approximately $46,808,582.40. This trade represents a 12.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Equifax Stock Performance

EFX opened at $176.29 on Friday. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. Equifax, Inc. has a 12-month low of $150.74 and a 12-month high of $271.84. The business has a 50 day moving average of $167.50 and a 200-day moving average of $181.40. The stock has a market cap of $20.71 billion, a price-to-earnings ratio of 30.98, a PEG ratio of 1.50 and a beta of 1.32.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.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 previous year, the firm earned $2.00 EPS. The firm’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, equities research analysts expect that Equifax, Inc. will post 8.55 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were issued a $0.56 dividend. 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 currently 39.37%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on EFX shares. Barclays reduced their target price on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a report on Wednesday, July 22nd. Bank of America cut their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Tuesday, May 19th. Deutsche Bank Aktiengesellschaft set a $208.00 price objective on Equifax in a report on Wednesday, July 22nd. UBS Group reaffirmed a “buy” rating and issued a $220.00 target price on shares of Equifax in a research report on Wednesday, July 8th. Finally, Needham & Company LLC lowered their target price on Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a research note 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’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $215.79.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. State Street Corp increased its stake 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 during the period. Massachusetts Financial Services Co. MA lifted its position in shares of Equifax by 35.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after acquiring an additional 1,145,921 shares during the period. Soroban Capital Partners LP grew its holdings in shares of 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 worth $753,515,000 after purchasing an additional 3,165,120 shares in the last quarter. Brown Advisory Inc. grew its holdings in shares of Equifax by 57.2% during the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of Equifax by 36.5% in the first quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock worth $379,490,000 after purchasing an additional 563,880 shares during the period. 96.20% of the stock is owned by institutional investors.

Key Headlines Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax is using artificial intelligence to reduce costs and improve productivity, while greater adoption of its mortgage-scoring products and its Mexico acquisition could support future growth. A separate report said the company is already generating measurable returns from its AI investments. Equifax Looks Attractive
• Positive Sentiment: Recent quarterly results were modestly better than expected: Equifax reported $2.25 in EPS versus a $2.20 consensus estimate, while revenue rose 10.6% year over year to approximately $1.70 billion. Analysts continue to maintain a generally positive rating, with a consensus “Moderate Buy” view. Equifax Growth Strategy
• Neutral Sentiment: Equifax is issuing $1 billion of senior notes. The financing provides capital but also increases debt obligations and interest-cost exposure. Equifax Senior Notes
• Neutral Sentiment: A $2.2 million credit-reporting class-action settlement and a related duplicate-collection-account settlement may create limited financial costs. The reported settlement amounts appear small relative to Equifax’s revenue and market value, but they highlight ongoing compliance and reputational risks. Credit Reporting Settlement
• Negative Sentiment: Investors reacted poorly to Equifax’s earnings outlook, alongside broader concerns about weak mortgage demand and whether AI investments will translate into sustainable growth. Analysts have lowered several price targets, and some estimates and momentum indicators have weakened despite the stock’s lower valuation after a steep one-year decline. Capital Market Earnings Reaction
• Negative Sentiment: CEO Mark Begor sold approximately $6.5 million of EFX stock under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is not necessarily a signal about management’s outlook, but the reduction in his holdings may weigh modestly on sentiment. Equifax CEO Stock Sale

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.