Assenagon Asset Management S.A. Has $21.99 Million Holdings in Equifax, Inc. $EFX

Assenagon Asset Management S.A. increased its position in shares of Equifax, Inc. (NYSE:EFX) by 3,473.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 101,339 shares of the credit services provider’s stock after buying an additional 98,503 shares during the period. Assenagon Asset Management S.A.’s holdings in Equifax were worth $21,989,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased 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 worth $927,000 after purchasing an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC acquired a new position in Equifax during the first quarter worth approximately $204,000. Empowered Funds LLC raised its stake 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 buying an additional 321 shares during the period. Franklin Resources Inc. raised its stake in Equifax by 12.8% in the second quarter. Franklin Resources Inc. now owns 15,103 shares of the credit services provider’s stock valued at $3,917,000 after buying an additional 1,712 shares during the period. Finally, Laurel Wealth Advisors LLC acquired a new position in shares of Equifax during the 2nd quarter worth approximately $269,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on EFX. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Robert W. Baird set a $250.00 target price on shares of Equifax in a research note on Thursday, February 5th. Bank of America assumed coverage on shares of Equifax in a research note on Tuesday, February 17th. They issued a “buy” rating and a $250.00 price target on the stock. Needham & Company LLC cut their price objective on shares of Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Finally, Barclays reduced their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus price target of $238.57.

Insider Activity at Equifax

In related news, EVP Jamil Farshchi sold 1,167 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total transaction of $233,248.29. Following the sale, the executive vice president owned 39,869 shares of the company’s stock, valued at $7,968,617.03. This represents a 2.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was 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 trade 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.

Equifax Trading Up 1.1%

Shares of Equifax stock opened at $174.51 on Friday. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03. The stock has a market cap of $21.05 billion, a PE ratio of 32.80, a PEG ratio of 1.28 and a beta of 1.55. The firm has a 50-day moving average of $196.26 and a 200-day moving average of $215.39. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60.

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

Equifax Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. This is an increase from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date was Monday, March 9th. Equifax’s dividend payout ratio is presently 42.11%.

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.