Allstate Corp Purchases 4,578 Shares of Equifax, Inc. $EFX

Allstate Corp lifted its position in shares of Equifax, Inc. (NYSE:EFX) by 102.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,043 shares of the credit services provider’s stock after acquiring an additional 4,578 shares during the period. Allstate Corp’s holdings in Equifax were worth $1,962,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in EFX. Cullen Frost Bankers Inc. bought a new stake in Equifax in the 4th quarter worth approximately $25,000. Lodestone Wealth Management LLC bought a new stake in Equifax in the 4th quarter worth approximately $29,000. True Wealth Design LLC grew its position in Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 58 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in Equifax in the 3rd quarter worth approximately $34,000. Finally, State of Wyoming bought a new stake in Equifax in the 2nd quarter worth approximately $34,000. Institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 0.1%

Shares of EFX stock opened at $163.80 on Friday. The stock has a market cap of $19.50 billion, a P/E ratio of 28.84, a PEG ratio of 1.21 and a beta of 1.35. Equifax, Inc. has a 52 week low of $156.47 and a 52 week high of $275.91. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. The company’s fifty day simple moving average is $175.01 and its two-hundred day simple moving average is $196.12.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The business had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the previous year, the company earned $1.53 EPS. The business’s quarterly revenue was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Analysts predict that Equifax, Inc. will post 8.56 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.44%.

Insider Transactions at Equifax

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. This represents a 7.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the transaction, the chief executive officer owned 271,730 shares in the company, valued at $46,846,252. This represents a 12.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on EFX. Robert W. Baird cut their price objective on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a research report on Wednesday, April 22nd. The Goldman Sachs Group boosted their price objective on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a research report on Wednesday, April 22nd. UBS Group cut their price objective on shares of Equifax from $245.00 to $220.00 and set a “buy” rating for the company in a research report on Thursday, April 23rd. Royal Bank Of Canada set a $220.00 price objective on shares of Equifax in a research report on Thursday, February 5th. Finally, BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research report on Thursday, February 5th. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $226.67.

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.