Equifax, Inc. $EFX Shares Sold by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lowered its holdings in shares of Equifax, Inc. (NYSE:EFX) by 1.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,353,809 shares of the credit services provider’s stock after selling 26,203 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 1.11% of Equifax worth $289,756,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in EFX. Massachusetts Financial Services Co. MA increased its holdings in shares of Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after purchasing an additional 1,145,921 shares during the period. Vanguard Group Inc. lifted its holdings in Equifax by 2.1% in the third 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 during the period. Spear Holdings RSC Ltd bought a new position in Equifax in the 3rd quarter valued at about $76,754,000. AQR Capital Management LLC increased its stake in Equifax by 956.5% during the 3rd quarter. AQR Capital Management LLC now owns 328,592 shares of the credit services provider’s stock valued at $84,248,000 after buying an additional 297,489 shares during the period. Finally, Barclays PLC increased its stake in Equifax by 121.6% during the 3rd quarter. Barclays PLC now owns 540,896 shares of the credit services provider’s stock valued at $138,756,000 after buying an additional 296,816 shares during the period. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Transactions at Equifax

In related news, EVP Jamil Farshchi sold 6,213 shares of the firm’s stock in a transaction that occurred on 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 completion of 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction of $880,740.00. Following the transaction, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,462 shares of company stock valued at $16,475,349 over the last ninety days. Corporate insiders own 1.70% of the company’s stock.

Equifax Stock Down 1.2%

Shares of Equifax stock opened at $170.13 on Wednesday. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03. The firm has a market capitalization of $20.26 billion, a PE ratio of 29.95, a price-to-earnings-growth ratio of 1.29 and a beta of 1.35. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. The stock’s fifty day moving average is $186.17 and its 200-day moving average is $202.66.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. The business had revenue of $1.65 billion during 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 revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter last year, the company 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. Equities analysts anticipate that Equifax, Inc. will post 8.58 earnings per share for the current year.

Equifax Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. This is an increase from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend was Monday, March 9th. Equifax’s payout ratio is 39.44%.

Wall Street Analyst Weigh In

EFX has been the subject of a number of research analyst reports. Argus raised shares of Equifax to a “hold” rating in a research note on Monday, March 2nd. Citigroup dropped their target price on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Robert W. Baird cut their target price on Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a research report on Wednesday, April 22nd. The Goldman Sachs Group increased their price target on Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a research note on Wednesday, April 22nd. Finally, Barclays dropped their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.88.

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.