Fox Run Management L.L.C. Invests $970,000 in Equifax, Inc. $EFX

Fox Run Management L.L.C. purchased a new position in shares of Equifax, Inc. (NYSE:EFX) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 4,471 shares of the credit services provider’s stock, valued at approximately $970,000.

Other hedge funds also recently modified their holdings of the company. Explore Capital Management LLC lifted its holdings in Equifax by 34.6% in the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock valued at $10,500,000 after buying an additional 10,530 shares during the period. JPMorgan Chase & Co. lifted its holdings in Equifax by 27.1% in the third quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock valued at $197,018,000 after buying an additional 163,866 shares during the period. Cinctive Capital Management LP acquired a new position in Equifax in the third quarter valued at $2,837,000. Generation Investment Management LLP lifted its holdings in 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 valued at $701,986,000 after buying an additional 163,375 shares during the period. Finally, Dimensional Fund Advisors LP lifted its holdings in Equifax by 20.0% in the third quarter. Dimensional Fund Advisors LP now owns 827,071 shares of the credit services provider’s stock valued at $212,160,000 after buying an additional 137,604 shares during the period. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Price Performance

Shares of NYSE EFX opened at $166.25 on Thursday. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. The firm’s 50-day moving average price is $173.89 and its 200-day moving average price is $193.77. The firm has a market capitalization of $19.80 billion, a P/E ratio of 29.27, a P/E/G ratio of 1.25 and a beta of 1.32. Equifax, Inc. has a 1-year low of $156.47 and a 1-year high of $275.91.

Equifax (NYSE:EFX) last posted its 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. The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities research analysts anticipate that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on EFX. Argus upgraded shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Bank of America dropped their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. BNP Paribas Exane dropped their price objective on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a report on Monday, April 27th. Mizuho assumed coverage on shares of Equifax in a report on Thursday, April 16th. They set an “outperform” rating and a $222.00 price objective on the stock. Finally, Rothschild & Co Redburn dropped their price objective on shares of Equifax from $226.00 to $214.00 in a report on Friday, May 8th. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $226.67.

Insider Activity

In other news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares of the company’s stock, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at 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 business’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 sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. 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. Insiders own 1.70% of the company’s stock.

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.