AEGON ASSET MANAGEMENT UK Plc acquired a new position in shares of Equifax, Inc. (NYSE:EFX – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund acquired 10,520 shares of the credit services provider’s stock, valued at approximately $1,894,000.
A number of other institutional investors also recently bought and sold shares of EFX. Cullen Frost Bankers Inc. acquired a new position in Equifax in the 4th quarter valued at about $25,000. Ameriflex Group Inc. raised its stake in Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares during the last quarter. Reflection Asset Management purchased a new position in shares of Equifax in the 4th quarter valued at approximately $26,000. Kemnay Advisory Services Inc. purchased a new position in shares of Equifax in the 4th quarter valued at approximately $26,000. Finally, Lodestone Wealth Management LLC acquired a new position in shares of Equifax in the fourth quarter valued at approximately $29,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several equities research analysts have recently commented on EFX shares. BNP Paribas Exane cut their price target on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday. Argus raised shares of Equifax to a “hold” rating in a research note on Monday, March 2nd. Robert W. Baird cut their price objective 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. Needham & Company LLC restated a “buy” rating and issued a $265.00 target price on shares of Equifax in a research note on Wednesday, April 22nd. Finally, The Goldman Sachs Group lifted their target price on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $225.28.
Equifax Stock Performance
Shares of EFX stock opened at $154.25 on Friday. 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 market cap of $18.37 billion, a price-to-earnings ratio of 27.16, a price-to-earnings-growth ratio of 1.14 and a beta of 1.32. The stock has a 50 day simple moving average of $170.80 and a 200-day simple moving average of $191.31.
Equifax (NYSE:EFX – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping 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 return on equity of 20.41% and a net margin of 11.12%.Equifax’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the company 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. On average, equities analysts forecast that Equifax, Inc. will post 8.57 EPS for the current year.
Equifax Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a dividend of $0.56 per share. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.5%. Equifax’s dividend payout ratio is 39.44%.
Insider Transactions at Equifax
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 approximately $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 company’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 transaction, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% 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. Company insiders own 1.70% of the company’s stock.
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.
Featured Stories
- Five stocks we like better than Equifax
- 3 Retail Winners Using Cash Flow to Stay Ahead
- 3 Tech ETFs That Could Bounce Back After the AI Selloff
- 3 Penny Stocks Under $5 Backed by Real Revenue Growth
- 3 Non-Pharma Firms That Could Benefit From the GLP-1 Trend
Want to see what other hedge funds are holding EFX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Equifax, Inc. (NYSE:EFX – Free Report).
Receive News & Ratings for Equifax Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Equifax and related companies with MarketBeat.com's FREE daily email newsletter.
