Capital International Inc. CA Has $14.03 Million Stake in Equifax, Inc. $EFX

Capital International Inc. CA decreased its stake in Equifax, Inc. (NYSE:EFX) by 35.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 64,635 shares of the credit services provider’s stock after selling 35,808 shares during the period. Capital International Inc. CA’s holdings in Equifax were worth $14,025,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Explore Capital Management LLC increased its holdings in shares of Equifax by 34.6% in the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock worth $10,500,000 after acquiring an additional 10,530 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in shares of Equifax by 27.1% in the third quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock worth $197,018,000 after acquiring an additional 163,866 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Equifax by 34.0% in the third quarter. Envestnet Asset Management Inc. now owns 383,441 shares of the credit services provider’s stock worth $98,364,000 after acquiring an additional 97,347 shares in the last quarter. Cinctive Capital Management LP bought a new stake in shares of Equifax in the third quarter worth about $2,837,000. Finally, Generation Investment Management LLP increased its holdings in shares of Equifax by 6.3% in the third quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after acquiring an additional 163,375 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Robert W. Baird lowered their price target on Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a report on Wednesday, April 22nd. BNP Paribas Exane decreased their price objective on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Bank of America decreased their price objective on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. UBS Group decreased their price objective on Equifax from $245.00 to $220.00 and set a “buy” rating for the company in a report on Thursday, April 23rd. Finally, The Goldman Sachs Group increased their price objective on Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a report on Wednesday, April 22nd. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $226.67.

Equifax Stock Performance

EFX opened at $171.97 on Monday. Equifax, Inc. has a 12-month low of $156.47 and a 12-month high of $275.91. The stock has a market cap of $20.48 billion, a price-to-earnings ratio of 30.28, a PEG ratio of 1.28 and a beta of 1.32. The business has a 50 day moving average of $174.30 and a 200-day moving average of $194.57. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same period last year, the firm posted $1.53 earnings per share. The business’s revenue was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities research analysts expect that Equifax, Inc. will post 8.56 earnings per share for the current year.

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be paid a dividend of $0.56 per share. The ex-dividend date is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. Equifax’s dividend payout ratio (DPR) is 39.44%.

Insider Buying and Selling

In other news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the transaction, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

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.