Equifax, Inc. $EFX Holdings Raised by BI Asset Management Fondsmaeglerselskab A S

BI Asset Management Fondsmaeglerselskab A S lifted its stake in Equifax, Inc. (NYSE:EFX) by 263.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 17,356 shares of the credit services provider’s stock after purchasing an additional 12,578 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Equifax were worth $3,125,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the stock. Norges Bank purchased a new position in shares of Equifax in the fourth quarter worth approximately $275,635,000. Massachusetts Financial Services Co. MA raised its stake in Equifax by 35.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after purchasing an additional 1,145,921 shares during the period. Brown Advisory Inc. lifted its holdings in shares of Equifax by 57.2% in the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Van ECK Associates Corp lifted its holdings in shares of Equifax by 105.5% in the fourth quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock valued at $347,909,000 after purchasing an additional 823,116 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its position in shares of Equifax by 91.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock worth $317,688,000 after buying an additional 697,403 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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 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 position. 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 insiders.

Equifax Stock Performance

Shares of EFX stock opened at $153.59 on Tuesday. Equifax, Inc. has a fifty-two week low of $150.74 and a fifty-two week high of $275.91. The stock’s 50-day moving average is $170.23 and its two-hundred day moving average is $190.79. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The firm has a market cap of $18.29 billion, a P/E ratio of 27.04, a PEG ratio of 1.14 and a beta of 1.32.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm’s revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.53 EPS. 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 8.57 earnings per share for the current fiscal year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.5%. Equifax’s payout ratio is 39.44%.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. BNP Paribas Exane lowered their price target on Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a report on Thursday, June 18th. Bank of America decreased their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. Citigroup lowered their price objective on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. The Goldman Sachs Group upped their price objective on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a research note on Wednesday, April 22nd. Finally, Robert W. Baird cut their target price 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. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $225.28.

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.