SteelPeak Wealth LLC Boosts Stake in Equifax, Inc. $EFX

SteelPeak Wealth LLC increased its holdings in shares of Equifax, Inc. (NYSE:EFX) by 49.6% during the fourth quarter, HoldingsChannel reports. The firm owned 12,019 shares of the credit services provider’s stock after buying an additional 3,985 shares during the period. SteelPeak Wealth LLC’s holdings in Equifax were worth $2,608,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. Caldwell Trust Co bought a new position in Equifax during the 2nd quarter valued at about $33,000. Spire Wealth Management grew its stake 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 worth $33,000 after acquiring an additional 58 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of Equifax in the third quarter worth approximately $34,000. State of Wyoming purchased a new stake in Equifax during the 2nd quarter valued at $34,000. Finally, Lodestone Wealth Management LLC bought a new position in Equifax in the fourth quarter valued at about $29,000. 96.20% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on EFX shares. The Goldman Sachs Group cut their price objective on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. Oppenheimer cut their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Stifel Nicolaus reduced their price objective on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Finally, Barclays decreased their price objective on shares of 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 investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $238.57.

Insider Transactions at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 230,506 shares in the company, valued at $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 transaction of $880,740.00. Following the completion of the sale, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. This trade represents a 7.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 49,671 shares of company stock valued at $9,960,181 in the last 90 days. 1.40% of the stock is currently owned by company insiders.

Equifax Stock Down 0.1%

Equifax stock opened at $182.29 on Friday. Equifax, Inc. has a 1-year low of $166.02 and a 1-year high of $281.03. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60. The stock has a market capitalization of $21.99 billion, a price-to-earnings ratio of 34.27, a PEG ratio of 1.35 and a beta of 1.56. The business has a fifty day moving average price of $192.07 and a 200-day moving average price of $211.92.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating 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 firm had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. During the same period last year, the firm posted $2.12 EPS. Equifax’s 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. Equities research analysts forecast that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $0.56 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $2.24 annualized dividend and a yield of 1.2%. This is an increase from Equifax’s previous quarterly dividend of $0.50. Equifax’s payout ratio is 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.