Korea Investment CORP Acquires Shares of 29,556 Equifax, Inc. $EFX

Korea Investment CORP bought a new stake in Equifax, Inc. (NYSE:EFX) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 29,556 shares of the credit services provider’s stock, valued at approximately $4,691,000.

Other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Equifax during the 2nd quarter worth about $1,491,357,000. Soroban Capital Partners LP lifted its stake in Equifax by 310.5% in the first 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 during the last quarter. Generation Investment Management LLP bought a new stake in Equifax in the second quarter worth about $290,868,000. Norges Bank purchased a new position in shares of Equifax during the fourth quarter valued at approximately $275,635,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Equifax during the second quarter valued at approximately $174,843,000. Institutional investors own 96.20% of the company’s stock.

Wall Street Analysts Forecast Growth

EFX has been the topic of several recent analyst reports. Mizuho reduced their price target on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, July 2nd. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $182.00 price objective on shares of Equifax in a research report on Tuesday, July 21st. BMO Capital Markets reduced their target price on Equifax from $195.00 to $179.00 and set a “market perform” rating on the stock in a research note on Monday, July 13th. BNP Paribas Exane decreased their target price on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research report on Thursday, June 18th. Finally, Wells Fargo & Company lowered their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Fourteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $216.89.

Equifax Price Performance

Shares of EFX opened at $194.54 on Tuesday. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. The company has a 50 day moving average price of $172.75 and a 200-day moving average price of $178.11. Equifax, Inc. has a fifty-two week low of $150.74 and a fifty-two week high of $271.84. The stock has a market capitalization of $22.86 billion, a PE ratio of 34.19, a PEG ratio of 1.55 and a beta of 1.30.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.05. The company had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. Equifax’s revenue was up 10.6% compared to the same quarter last year. During the same period last year, the company 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. Equities analysts predict that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a $0.56 dividend. The ex-dividend date is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. Equifax’s dividend payout ratio (DPR) is currently 39.37%.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the business’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 completion of the transaction, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

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.