Bradley Foster & Sargent Inc. CT Makes New $1.38 Million Investment in Equifax, Inc. $EFX

Bradley Foster & Sargent Inc. CT bought a new position in shares of Equifax, Inc. (NYSE:EFX) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,393 shares of the credit services provider’s stock, valued at approximately $1,383,000.

Several other institutional investors have also recently added to or reduced their stakes in EFX. North Star Asset Management Inc. grew its position in shares of Equifax by 1.2% during the 3rd quarter. North Star Asset Management Inc. now owns 114,820 shares of the credit services provider’s stock worth $29,455,000 after buying an additional 1,331 shares during the period. Optiver Holding B.V. bought a new position in Equifax during the third quarter worth $47,000. Weitz Investment Management Inc. boosted its stake in Equifax by 2.0% during the third quarter. Weitz Investment Management Inc. now owns 214,600 shares of the credit services provider’s stock worth $55,051,000 after acquiring an additional 4,250 shares in the last quarter. Mufg Securities Americas Inc. grew its holdings in Equifax by 21.3% in the third quarter. Mufg Securities Americas Inc. now owns 3,339 shares of the credit services provider’s stock worth $857,000 after purchasing an additional 587 shares during the period. Finally, Generation Investment Management LLP increased its stake in Equifax by 6.3% in the third quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock valued at $701,986,000 after purchasing an additional 163,375 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax Stock Up 4.8%

EFX stock opened at $207.70 on Friday. The stock has a market cap of $24.98 billion, a P/E ratio of 39.04, a P/E/G ratio of 1.47 and a beta of 1.55. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. The stock’s fifty day simple moving average is $207.61 and its two-hundred day simple moving average is $223.04. Equifax, Inc. has a 1-year low of $166.02 and a 1-year high of $281.03.

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

Equifax Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.1%. This is a boost from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date is Monday, March 9th. Equifax’s dividend payout ratio (DPR) is presently 37.59%.

Analyst Ratings Changes

Several analysts have recently commented on EFX shares. Barclays reduced their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday, February 5th. BMO Capital Markets set a $195.00 price objective on Equifax in a report on Thursday, February 5th. Stifel Nicolaus lowered their target price on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. Wells Fargo & Company reduced their price target on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, Needham & Company LLC decreased their price target on shares of Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Eleven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $240.33.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Board approves 12% quarterly dividend increase to $0.56/share (ex-dividend Mar 9, payable Mar 17) — raises shareholder yield and signals confidence in cash flow. Dividend Increase
• Positive Sentiment: Q4 results and guidance supportive: Q4 EPS beat (reported $2.09 vs. $2.05 est.), revenue $1.55B vs. $1.53B est., and FY2026 guidance set at $8.30–$8.70 — reinforces growth narrative and helped lift sentiment. Earnings Roundup
• Positive Sentiment: Leadership hire: David Smith named President of U.S. Information Solutions, effective March 2 — management change framed as execution-focused, intended to accelerate post‑cloud growth and EFX.AI product adoption. Appointment
• Neutral Sentiment: Macro: US consumer debt rose to $18.2T in late-2025 — could increase demand for credit risk and analytics products (positive for volumes) but also signal higher credit stress ahead; impact on Equifax revenue is ambiguous near term. Consumer Debt Report
• Negative Sentiment: Short interest jumped ~47.7% in February to ~5.35M shares (≈4.5% of float) — higher bearish positioning can add downward pressure and increase volatility if sentiment sours. Source: market data summary
• Negative Sentiment: Insider selling: EVP John Gamble Jr. sold 4,500 shares for ~$880.7k at ~$195.72 — while insider sales aren’t uncommon, visible insider disposition can be interpreted by some investors as a modest negative signal. Insider Sale

Insider Activity at Equifax

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the completion of the transaction, the executive vice president directly owned 58,921 shares in the company, valued at $11,532,018.12. The trade was a 7.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the transaction, the executive vice president owned 39,869 shares of the company’s stock, valued at approximately $7,968,617.03. The trade was a 2.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 49,671 shares of company stock worth $9,960,181. 1.40% of the stock is owned by company insiders.

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.