Mirae Asset Global Investments Co. Ltd. Boosts Stake in Equifax, Inc. $EFX

Mirae Asset Global Investments Co. Ltd. raised its holdings in Equifax, Inc. (NYSE:EFX) by 19.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,056 shares of the credit services provider’s stock after purchasing an additional 3,437 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Equifax were worth $4,569,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Lodestone Wealth Management LLC purchased a new stake in Equifax in the fourth quarter valued at $29,000. True Wealth Design LLC raised its position in Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 58 shares during the period. Spire Wealth Management grew its stake in shares of Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after buying an additional 58 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equifax in the third quarter valued at $34,000. Finally, State of Wyoming acquired a new stake in shares of Equifax in the second quarter valued at $34,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on EFX. Royal Bank Of Canada set a $220.00 price objective on Equifax in a research note on Thursday, February 5th. Morgan Stanley dropped their price objective on Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Oppenheimer dropped their price objective on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. Mizuho began coverage on Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price objective for the company. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Thirteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $235.75.

Equifax Trading Down 2.7%

EFX opened at $193.15 on Wednesday. Equifax, Inc. has a 12 month low of $166.02 and a 12 month high of $281.03. The stock has a market capitalization of $23.30 billion, a price-to-earnings ratio of 36.31, a PEG ratio of 1.51 and a beta of 1.56. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60. The business has a fifty day moving average price of $189.45 and a 200 day moving average price of $206.02.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same period in the previous year, the firm posted $1.53 EPS. Equifax’s revenue for the quarter was up 14.3% on a year-over-year basis. 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 expect that Equifax, Inc. will post 8.62 earnings per share for the current fiscal year.

Equifax Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s payout ratio is presently 42.11%.

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q1 beat and record revenue — Equifax reported a beat on both EPS and revenue, delivering record quarterly revenue and coming in roughly $37M above the midpoint of prior guidance, which supports the company’s growth story. Equifax Delivers Record First Quarter Revenue
• Positive Sentiment: AI, cloud and mortgage products drove the quarter — Management cited AI-powered product innovation, cloud offerings and a 38% jump in U.S. mortgage revenue as major growth drivers, highlighting durable product-led momentum. Equifax Credits AI Tools for Record $1.6 Billion Quarter
• Neutral Sentiment: Shares initially rallied then cooled — The market initially reacted positively (sharp intraday gain) to the beat, but gains faded as investors digested the guidance cadence and macro risks. This intraday reversal shows short-term profit-taking and rotation rather than a definitive change in fundamentals. Equifax (EFX) Is Up 6.4% After Record Q1 Boosted By Mortgage, Cloud And AI Products
• Neutral Sentiment: Guidance maintained but conservative tone — Management kept FY and Q2 revenue/EPS guidance roughly in line with prior ranges; that conservatism stabilizes expectations but left some analysts wanting clearer upside. Equifax stock slips after maintaining revenue guidance
• Negative Sentiment: Macro/mortgage risk from geopolitical tensions — Management flagged rising interest-rate volatility tied to the Iran conflict that clouded the mortgage outlook; investors penalized the stock for the added uncertainty around the most recent mortgage-driven strength. Equifax (EFX) Stock Holds Steady as Iran Tensions Cloud Mortgage Market Despite Q1 Beat
• Negative Sentiment: Analyst price-target trim — Jefferies trimmed its price target (from $240 to $220) while keeping a Buy rating, a modest signal that some firms see less near-term upside than before. Jefferies adjusts price target on Equifax

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at $46,536,856.34. The trade was a 14.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Jamil Farshchi sold 6,213 shares of the business’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total value of $1,216,567.53. Following the transaction, the executive vice president directly owned 41,036 shares of the company’s stock, valued at $8,035,259.16. The trade was a 13.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 49,671 shares of company stock valued at $9,960,181 in the last three months. 1.70% of the stock is owned by corporate insiders.

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.