Nykredit A S Acquires New Position in Equifax, Inc. $EFX

Nykredit A S purchased a new position in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, HoldingsChannel reports. The institutional investor purchased 38,231 shares of the credit services provider’s stock, valued at approximately $6,068,000.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock valued at $927,000 after buying an additional 1,200 shares during the period. Great Lakes Advisors LLC purchased a new stake in shares of Equifax in the first quarter worth about $204,000. Empowered Funds LLC grew its position in Equifax by 14.6% in the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after acquiring an additional 321 shares in the last quarter. First Trust Advisors LP grew its holdings in Equifax by 14.5% during the 2nd quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock valued at $1,979,000 after purchasing an additional 966 shares in the last quarter. Finally, AXA S.A. increased its position in shares of Equifax by 699.9% during the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after acquiring an additional 7,587 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Equifax news, CEO Mark Begor sold 37,791 shares of the business’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 transaction, the chief executive officer owned 271,890 shares in the company, valued at $46,808,582.40. The trade was 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 owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on EFX shares. Morgan Stanley dropped their price target on shares of Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. UBS Group reiterated a “buy” rating and set a $220.00 price target on shares of Equifax in a research report on Wednesday, July 8th. Rothschild & Co Redburn upgraded shares of Equifax from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $214.00 to $235.00 in a research report on Friday, August 21st. JPMorgan Chase & Co. cut their target price on Equifax from $230.00 to $210.00 in a research note on Wednesday, July 22nd. Finally, Barclays reduced their price target on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Fifteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $215.16.

Equifax Price Performance

EFX stock opened at $177.31 on Monday. The firm has a 50-day moving average of $178.53 and a two-hundred day moving average of $177.79. Equifax, Inc. has a one year low of $150.74 and a one year high of $271.84. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. The firm has a market capitalization of $20.83 billion, a PE ratio of 31.16, a P/E/G ratio of 1.72 and a beta of 1.31.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.05. The firm had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The company’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same period in the previous year, the company posted $2.00 EPS. 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, analysts forecast that Equifax, Inc. will post 8.55 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, August 31st. Equifax’s dividend payout ratio (DPR) is currently 39.37%.

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.