Bank of New York Mellon Corp Lowers Holdings in Equifax, Inc. $EFX

Bank of New York Mellon Corp cut its position in Equifax, Inc. (NYSE:EFX) by 27.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 687,707 shares of the credit services provider’s stock after selling 266,231 shares during the quarter. Bank of New York Mellon Corp’s holdings in Equifax were worth $149,219,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the company. Explore Capital Management LLC raised its position in shares of Equifax by 34.6% during the 3rd 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 in the last quarter. JPMorgan Chase & Co. raised its position in shares of Equifax by 27.1% during the 3rd 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 in the last quarter. Envestnet Asset Management Inc. raised its position in shares of Equifax by 34.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 383,441 shares of the credit services provider’s stock valued at $98,364,000 after buying an additional 97,347 shares in the last quarter. Cinctive Capital Management LP purchased a new stake in shares of Equifax during the 3rd quarter valued at $2,837,000. Finally, Generation Investment Management LLP raised its position in shares of Equifax by 6.3% during the 3rd 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 in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Trading Up 0.6%

Shares of EFX opened at $171.97 on Friday. The firm’s 50-day moving average price is $174.30 and its 200-day moving average price is $194.64. The firm has a market capitalization 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 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 1-year low of $156.47 and a 1-year high of $275.91.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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. Sell-side analysts anticipate that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 22nd will be paid 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 yield of 1.3%. Equifax’s payout ratio is presently 39.44%.

Analysts Set New Price Targets

EFX has been the topic of a number of analyst reports. Morgan Stanley decreased their target price on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. The Goldman Sachs Group lifted their target price on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 22nd. Robert W. Baird decreased their target price on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. UBS Group decreased their target price on shares of Equifax from $245.00 to $220.00 and set a “buy” rating on the stock in a research report on Thursday, April 23rd. Finally, BNP Paribas Exane cut their price target 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. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $226.67.

Insider Activity

In related 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 transaction of $6,515,168.40. Following the sale, the chief executive officer 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. The trade was 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. Insiders own 1.70% of the company’s stock.

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.