Morningstar Investment Management LLC Has $2.25 Million Holdings in Equifax, Inc. $EFX

Morningstar Investment Management LLC lessened its position in shares of Equifax, Inc. (NYSE:EFX) by 51.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,361 shares of the credit services provider’s stock after selling 10,934 shares during the quarter. Morningstar Investment Management LLC’s holdings in Equifax were worth $2,248,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. boosted its stake in Equifax by 2.1% in the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after buying an additional 316,048 shares in the last quarter. State Street Corp boosted its stake in Equifax by 0.4% in the 3rd quarter. State Street Corp now owns 4,990,152 shares of the credit services provider’s stock valued at $1,280,124,000 after buying an additional 21,255 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in Equifax by 35.8% in the 4th 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 buying an additional 1,145,921 shares in the last quarter. Generation Investment Management LLP boosted its stake in Equifax by 6.3% in the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock valued at $701,986,000 after buying an additional 163,375 shares in the last quarter. Finally, Lazard Asset Management LLC boosted its stake in Equifax by 0.6% in the 3rd quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock valued at $445,524,000 after buying an additional 9,741 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on EFX. Rothschild & Co Redburn decreased their price target on Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Royal Bank Of Canada set a $220.00 price target on Equifax in a research note on Thursday, February 5th. BNP Paribas Exane decreased their price target on Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a research note on Monday, April 27th. Robert W. Baird decreased their price target on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Finally, Bank of America decreased their price target on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $226.67.

Insiders Place Their Bets

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the business’s 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 transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Equifax Price Performance

Equifax stock opened at $164.24 on Tuesday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The firm has a market cap of $19.56 billion, a P/E ratio of 28.91, a P/E/G ratio of 1.21 and a beta of 1.35. The business’s fifty day moving average is $176.33 and its two-hundred day moving average is $197.02. Equifax, Inc. has a 52 week low of $156.47 and a 52 week high of $275.91.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The company 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%.The business’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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. Equities research analysts forecast that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be paid a $0.56 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.4%. Equifax’s payout ratio is currently 39.44%.

Equifax 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.