Equifax, Inc. $EFX Shares Bought by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. grew its stake in Equifax, Inc. (NYSE:EFX) by 40.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 142,793 shares of the credit services provider’s stock after acquiring an additional 41,454 shares during the period. Assenagon Asset Management S.A.’s holdings in Equifax were worth $25,713,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Cullen Frost Bankers Inc. purchased a new position in Equifax during the 4th quarter valued at about $25,000. Ameriflex Group Inc. increased its stake in Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after purchasing an additional 98 shares during the period. Reflection Asset Management acquired a new stake in shares of Equifax during the fourth quarter worth about $26,000. Kemnay Advisory Services Inc. acquired a new stake in Equifax during the 4th quarter worth approximately $26,000. Finally, Lodestone Wealth Management LLC acquired a new stake in Equifax during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analyst Ratings Changes

EFX has been the subject of several research reports. Mizuho initiated coverage on shares of Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price target for the company. The Goldman Sachs Group reissued a “neutral” rating and set a $173.00 target price on shares of Equifax in a research note on Friday. Citigroup cut their price target on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Argus raised shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Finally, BNP Paribas Exane decreased their price target on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday, June 18th. Thirteen 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 $223.78.

Insider Activity at Equifax

In other Equifax news, 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 value of $426,899.95. Following the completion of the transaction, the executive vice president owned 29,518 shares in the company, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction 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 approximately $46,846,252. This trade represents a 12.21% 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. 1.70% of the stock is owned by company insiders.

Equifax Trading Up 4.4%

EFX opened at $158.64 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 52 week low of $150.74 and a 52 week high of $275.91. The business’s 50 day moving average is $167.93 and its two-hundred day moving average is $189.39. The firm has a market cap of $18.89 billion, a price-to-earnings ratio of 27.93, a price-to-earnings-growth ratio of 1.12 and a beta of 1.32.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period last year, the firm 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, research analysts predict that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The firm also recently announced 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. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is 39.44%.

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.