The Manufacturers Life Insurance Company Takes Position in Equifax, Inc. $EFX

The Manufacturers Life Insurance Company bought a new stake in Equifax, Inc. (NYSE:EFX) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 59,904 shares of the credit services provider’s stock, valued at approximately $9,508,000. The Manufacturers Life Insurance Company owned 0.05% of Equifax as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Cullen Frost Bankers Inc. acquired a new position in shares of Equifax during the 4th quarter valued at $25,000. Ameriflex Group Inc. raised its position in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares during the period. Kemnay Advisory Services Inc. purchased a new position in Equifax in the fourth quarter valued at about $26,000. Reflection Asset Management acquired a new position in shares of Equifax during the fourth quarter worth about $26,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in shares of Equifax in the third quarter worth about $34,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Needham & Company LLC dropped their price target on shares of Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. Barclays decreased their price objective on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. UBS Group reaffirmed a “buy” rating and set a $220.00 target price on shares of Equifax in a research report on Wednesday, July 8th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $182.00 price target on shares of Equifax in a research note on Tuesday, July 21st. Finally, Weiss Ratings raised Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. Fourteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $216.89.

Insider Activity at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the sale, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This trade represents a 12.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Equifax Trading Up 2.1%

Shares of EFX stock opened at $194.35 on Friday. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $271.84. The firm has a market capitalization of $22.83 billion, a PE ratio of 34.16, a price-to-earnings-growth ratio of 1.56 and a beta of 1.30. The stock has a fifty day moving average of $175.50 and a two-hundred day moving average of $178.27. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60.

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, beating the consensus estimate of $2.20 by $0.05. The company had revenue of $1.70 billion during 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%. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, research analysts expect that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Dividend Announcement

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 given a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 31st. Equifax’s dividend payout ratio is 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.