Cantillon Capital Management LLC Has $374.07 Million Stock Position in Equifax, Inc. $EFX

Cantillon Capital Management LLC boosted its stake in Equifax, Inc. (NYSE:EFX) by 0.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,723,998 shares of the credit services provider’s stock after buying an additional 12,995 shares during the period. Equifax comprises approximately 2.0% of Cantillon Capital Management LLC’s investment portfolio, making the stock its 23rd biggest position. Cantillon Capital Management LLC’s holdings in Equifax were worth $374,073,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Cary Street Partners Investment Advisory LLC grew its position 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 purchasing an additional 51 shares in the last quarter. HighPoint Advisor Group LLC grew its position in shares of Equifax by 2.8% during the 3rd quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock worth $506,000 after purchasing an additional 53 shares in the last quarter. True Wealth Design LLC grew its position in shares of Equifax by 64.4% during the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 58 shares in the last quarter. Geneos Wealth Management Inc. grew its position in shares of Equifax by 16.9% during the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock worth $104,000 after purchasing an additional 58 shares in the last quarter. Finally, Savant Capital LLC grew its position in shares of Equifax by 4.0% during the 3rd quarter. Savant Capital LLC now owns 1,540 shares of the credit services provider’s stock worth $395,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on EFX shares. The Goldman Sachs Group increased 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. Mizuho started coverage on shares of Equifax in a research report on Thursday, April 16th. They set an “outperform” rating and a $222.00 target price on the stock. BNP Paribas Exane decreased their target price on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a research report on Monday, April 27th. Finally, Rothschild & Co Redburn decreased their target price on shares of Equifax from $226.00 to $214.00 in a research 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.com, the company has an average rating of “Moderate Buy” and a consensus target price of $226.67.

Equifax Stock Performance

NYSE EFX opened at $171.97 on Monday. 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 has a market capitalization of $20.48 billion, a price-to-earnings ratio of 30.28, a P/E/G ratio of 1.28 and a beta of 1.32. The firm’s 50 day simple moving average is $174.30 and its 200 day simple moving average is $194.57. Equifax, Inc. has a 1 year low of $156.47 and a 1 year high of $275.91.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.69 by $0.17. The business 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 firm’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter last year, the business 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. As a group, research analysts expect that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Dividend Announcement

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

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on 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 in the company, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 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 sale, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. This 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. Company 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.