36,100 Shares in Equifax, Inc. $EFX Bought by Arvin Capital Management LP

Arvin Capital Management LP acquired a new stake in shares of Equifax, Inc. (NYSE:EFX) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 36,100 shares of the credit services provider’s stock, valued at approximately $9,261,000. Equifax accounts for approximately 1.7% of Arvin Capital Management LP’s holdings, making the stock its 22nd largest position.

A number of other institutional investors have also added to or reduced their stakes in EFX. Norges Bank bought a new stake in shares of Equifax during the 2nd quarter valued at about $334,521,000. Vanguard Group Inc. raised its stake in Equifax by 2.1% in the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after purchasing an additional 316,048 shares in the last quarter. Spear Holdings RSC Ltd bought a new stake in Equifax during the third quarter valued at approximately $76,754,000. Greenhouse Funds LLLP purchased a new position in Equifax in the 2nd quarter worth approximately $59,935,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Equifax by 19.6% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,380,012 shares of the credit services provider’s stock worth $354,014,000 after buying an additional 226,189 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors.

Insider Transactions at Equifax

In other news, EVP Jamil Farshchi sold 1,167 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the sale, the executive vice president directly owned 39,869 shares in the company, valued at approximately $7,968,617.03. This represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total value of $7,629,624.99. Following the transaction, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 49,671 shares of company stock worth $9,960,181. Company insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. JPMorgan Chase & Co. dropped their price objective on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. UBS Group set a $230.00 price target on Equifax in a research note on Thursday, February 5th. Bank of America initiated coverage on Equifax in a research report on Tuesday, February 17th. They set a “buy” rating and a $250.00 price objective on the stock. Robert W. Baird set a $250.00 price objective on Equifax in a report on Thursday, February 5th. Finally, Barclays cut 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. Eleven research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Equifax presently has an average rating of “Moderate Buy” and an average target price of $240.33.

Equifax Stock Performance

Shares of EFX stock opened at $206.44 on Wednesday. The company has a market capitalization of $24.83 billion, a P/E ratio of 38.80, a PEG ratio of 1.54 and a beta of 1.55. Equifax, Inc. has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. The stock has a 50 day moving average price of $206.88 and a two-hundred day moving average price of $221.91.

Equifax (NYSE:EFX) last issued its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the previous year, the firm earned $2.12 earnings per share. The firm’s revenue for the quarter 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 earnings per share for the current year.

Equifax Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.1%. This is a positive change from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Monday, March 9th. Equifax’s payout ratio is currently 37.59%.

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.