Equifax, Inc. $EFX Shares Purchased by Generation Investment Management LLP

Generation Investment Management LLP raised its stake in shares of Equifax, Inc. (NYSE:EFX) by 6.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,736,467 shares of the credit services provider’s stock after acquiring an additional 163,375 shares during the quarter. Equifax makes up 4.7% of Generation Investment Management LLP’s portfolio, making the stock its 9th largest holding. Generation Investment Management LLP’s holdings in Equifax were worth $701,986,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in EFX. Vanguard Group Inc. increased its position in shares of Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after purchasing an additional 316,048 shares in the last quarter. State Street Corp boosted its position in Equifax by 1.4% in the second quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock valued at $1,288,783,000 after buying an additional 66,914 shares in the last quarter. Geode Capital Management LLC boosted its position in Equifax by 2.5% in the second quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after buying an additional 75,627 shares in the last quarter. Lazard Asset Management LLC grew its stake in Equifax by 8.9% during the second quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock worth $447,928,000 after buying an additional 140,427 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Equifax during the second quarter worth approximately $334,521,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Stock Down 4.6%

NYSE EFX opened at $188.40 on Tuesday. The stock has a market capitalization of $22.66 billion, a P/E ratio of 35.41, a price-to-earnings-growth ratio of 1.46 and a beta of 1.55. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. The stock has a fifty day moving average of $208.72 and a 200-day moving average of $223.65.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.12 earnings per share. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, equities research analysts forecast that Equifax, Inc. will post 7.58 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on EFX. Oppenheimer reduced their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a report on Monday, January 12th. Barclays dropped their price target on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. Stifel Nicolaus reduced their price objective on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. The Goldman Sachs Group decreased their target price on Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. Finally, UBS Group set a $230.00 target price on Equifax in a research note on Thursday, February 5th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $240.33.

Insider Transactions at Equifax

In other news, EVP Jamil Farshchi sold 6,213 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total value of $1,216,567.53. Following the transaction, the executive vice president owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. This trade represents a 13.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the sale, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This trade represents a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 45,171 shares of company stock worth $9,079,441. Corporate insiders own 1.40% 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.