SG Americas Securities LLC Has $13.41 Million Stock Position in Equifax, Inc. $EFX

SG Americas Securities LLC lifted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 359.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 61,817 shares of the credit services provider’s stock after acquiring an additional 48,364 shares during the period. SG Americas Securities LLC owned approximately 0.05% of Equifax worth $13,413,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in EFX. True Wealth Design LLC boosted its stake in Equifax by 64.4% during the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 58 shares during the last quarter. Caldwell Trust Co purchased a new stake in shares of Equifax in the second quarter worth approximately $33,000. Spire Wealth Management lifted its holdings in shares of Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after purchasing an additional 58 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Equifax in the third quarter valued at approximately $34,000. Finally, State of Wyoming purchased a new position in shares of Equifax during the second quarter valued at approximately $34,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Buying and Selling

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the sale, the executive vice president owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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 transaction of $7,629,624.99. Following the completion of the transaction, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 49,671 shares of company stock worth $9,960,181. Insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on EFX. Stifel Nicolaus decreased their price target on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Oppenheimer dropped their price objective on Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. BMO Capital Markets set a $195.00 target price on shares of Equifax in a research note on Thursday, February 5th. Morgan Stanley lowered their target price on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research 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 stock. Based on data from MarketBeat, Equifax has a consensus rating of “Moderate Buy” and an average price target of $238.57.

Equifax Stock Performance

Shares of Equifax stock opened at $171.62 on Friday. The business’s fifty day simple moving average is $195.30 and its 200 day simple moving average is $214.56. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax, Inc. has a 12 month low of $166.02 and a 12 month high of $281.03. The firm has a market capitalization of $20.70 billion, a P/E ratio of 32.26, a price-to-earnings-growth ratio of 1.27 and a beta of 1.55.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same quarter in the prior year, the company earned $2.12 EPS. The business’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. As a group, analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

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

Equifax 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.