Equifax, Inc. $EFX Shares Bought by Fisher Funds Management LTD

Fisher Funds Management LTD boosted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 76.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 226,651 shares of the credit services provider’s stock after purchasing an additional 98,497 shares during the quarter. Equifax makes up 1.2% of Fisher Funds Management LTD’s holdings, making the stock its 26th largest position. Fisher Funds Management LTD’s holdings in Equifax were worth $40,813,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of EFX. Cary Street Partners Investment Advisory LLC raised its stake in shares of Equifax by 12.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock worth $117,000 after buying an additional 51 shares during the period. True Wealth Design LLC grew its stake in Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 58 shares during the period. Geneos Wealth Management Inc. grew its stake in Equifax by 16.9% in the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after acquiring an additional 58 shares during the period. Athena Investment Management increased its holdings in Equifax by 2.4% in the 4th quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock worth $566,000 after acquiring an additional 60 shares in the last quarter. Finally, Modera Wealth Management LLC increased its holdings in Equifax by 5.1% in the 4th quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock worth $277,000 after acquiring an additional 62 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the transaction, the chief executive officer directly owned 271,730 shares in the company, valued at $46,846,252. The trade was a 12.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction that occurred on 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 approximately $5,132,885.02. This trade represents a 7.68% 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. Insiders own 1.70% of the company’s stock.

Equifax Stock Up 0.2%

Shares of NYSE EFX opened at $154.25 on Monday. The stock has a market cap of $18.37 billion, a PE ratio of 27.16, a P/E/G ratio of 1.14 and a beta of 1.32. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 12-month low of $152.95 and a 12-month high of $275.91. The company has a 50-day moving average of $170.80 and a 200 day moving average of $191.18.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same period in the previous year, the firm posted $1.53 EPS. The business’s revenue for the quarter 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. As a group, sell-side analysts predict that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were issued a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is currently 39.44%.

Analyst Ratings Changes

Several equities analysts have issued reports on EFX shares. BNP Paribas Exane decreased their price objective on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a report on Thursday. UBS Group boosted their target price on shares of Equifax from $212.00 to $215.00 and gave the stock a “buy” rating in a research note on Tuesday, June 16th. Citigroup decreased their price target on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Mizuho assumed coverage on Equifax in a report on Thursday, April 16th. They set an “outperform” rating and a $222.00 target price for the company. Finally, The Goldman Sachs Group lifted their price target on Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $225.28.

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.