Equifax, Inc. $EFX Shares Acquired by Investment Management Corp of Ontario

Investment Management Corp of Ontario raised its holdings in shares of Equifax, Inc. (NYSE:EFX) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 155,629 shares of the credit services provider’s stock after purchasing an additional 4,780 shares during the period. Investment Management Corp of Ontario’s holdings in Equifax were worth $33,768,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in EFX. Norges Bank acquired a new position in shares of Equifax during the fourth quarter worth $275,635,000. Massachusetts Financial Services Co. MA increased its position 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 worth $942,676,000 after purchasing an additional 1,145,921 shares in the last quarter. Brown Advisory Inc. increased its position in shares of Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Van ECK Associates Corp increased its position in shares of Equifax by 105.5% during the fourth quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock worth $347,909,000 after purchasing an additional 823,116 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its position in shares of Equifax by 91.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock worth $317,688,000 after purchasing an additional 697,403 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Equifax

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. This represents 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. 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 corporate insiders.

Equifax Price Performance

NYSE:EFX opened at $154.48 on Thursday. Equifax, Inc. has a one year low of $153.84 and a one year high of $275.91. 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 $18.39 billion, a price-to-earnings ratio of 27.20, a PEG ratio of 1.24 and a beta of 1.32. The firm’s fifty day moving average is $171.94 and its two-hundred day moving average is $191.97.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same period in the prior year, the company earned $1.53 earnings per share. The firm’s revenue 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. Research analysts expect that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were issued a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is presently 39.44%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. Wells Fargo & Company dropped their price objective on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Bank of America dropped their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. BNP Paribas Exane dropped their price objective on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a report on Monday, April 27th. Argus raised shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Finally, The Goldman Sachs Group boosted their price objective on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $226.39.

About Equifax

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.