Milford Funds Ltd. Takes $25.34 Million Position in Equifax, Inc. $EFX

Milford Funds Ltd. acquired a new stake in Equifax, Inc. (NYSE:EFX) in the 4th quarter, HoldingsChannel reports. The fund acquired 116,771 shares of the credit services provider’s stock, valued at approximately $25,337,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Equifax by 1.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,073,073 shares of the credit services provider’s stock valued at $232,835,000 after buying an additional 18,390 shares during the period. Wells Fargo & Company MN lifted its holdings in shares of Equifax by 13.4% in the 4th quarter. Wells Fargo & Company MN now owns 616,336 shares of the credit services provider’s stock valued at $133,733,000 after buying an additional 72,926 shares during the period. Korea Investment CORP lifted its holdings in shares of Equifax by 24.6% in the 4th quarter. Korea Investment CORP now owns 21,081 shares of the credit services provider’s stock valued at $4,574,000 after buying an additional 4,160 shares during the period. DRW Securities LLC acquired a new position in shares of Equifax in the 4th quarter valued at about $214,000. Finally, Brooklyn Investment Group acquired a new position in shares of Equifax in the 4th quarter valued at about $222,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on EFX shares. BNP Paribas Exane decreased their price objective on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Robert W. Baird decreased their price objective on Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a report on Wednesday, April 22nd. Citigroup decreased their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Jefferies Financial Group decreased their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a report on Friday, April 17th. Finally, UBS Group decreased their price objective on Equifax from $245.00 to $220.00 and set a “buy” rating for the company in a report on Thursday, April 23rd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $226.67.

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction dated 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 directly owned 29,518 shares of the company’s stock, valued at $5,132,885.02. The trade was a 7.68% 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. Corporate insiders own 1.70% of the company’s stock.

Equifax Stock Performance

NYSE EFX opened at $163.56 on Friday. The stock has a market capitalization of $19.48 billion, a price-to-earnings ratio of 28.80, a PEG ratio of 1.18 and a beta of 1.32. Equifax, Inc. has a twelve month low of $153.91 and a twelve month high of $275.91. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. The stock has a 50-day moving average of $173.15 and a 200 day moving average of $193.17.

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, topping analysts’ consensus estimates of $1.69 by $0.17. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.Equifax’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Sell-side analysts anticipate that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 22nd will be issued 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 dividend payout ratio is presently 39.44%.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks highlighted EFX as a strong momentum stock, suggesting the shares still screen well on style and trend factors that can support investor interest. Here’s Why Equifax (EFX) is a Strong Momentum Stock
• Positive Sentiment: Equifax Canada announced Credit Lock for Ontario consumers, a product tied to identity-theft prevention that could help reinforce its consumer credit-protection franchise. Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
• Positive Sentiment: Recent commentary also noted sustained revenue growth, product innovation, and a diversified client base, which supports the longer-term fundamental case for EFX. Sustained Revenue Growth Aids Equifax Amid Low Liquidity

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.