13,555 Equifax, Inc. $EFX Shares Bought by Valley National Advisers Inc.

Valley National Advisers Inc. lifted its stake in shares of Equifax, Inc. (NYSE:EFX) by 6,777.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,755 shares of the credit services provider’s stock after acquiring an additional 13,555 shares during the period. Valley National Advisers Inc.’s holdings in Equifax were worth $1,888,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Clearstead Trust LLC acquired a new stake in shares of Equifax in the second quarter worth approximately $28,000. Ballast Advisors LLC purchased a new stake in Equifax in the first quarter valued at approximately $33,000. Compass Wealth Management LLC acquired a new position in Equifax during the third quarter worth approximately $27,000. Osterweis Capital Management Inc. acquired a new position in Equifax during the second quarter worth approximately $33,000. Finally, Oslo Pensjonsforsikring AS acquired a new position in Equifax during the first quarter worth approximately $41,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, exceeding the $2.20 consensus estimate, while revenue reached approximately $1.69 billion and increased 9.6% year over year. Coverage highlighted the company’s margin performance and earnings strength. Equifax Stock Climbs As Q3 Earnings Showcase Margin Power
• Positive Sentiment: Argus Research upgraded EFX from Hold to Buy and set a $200 price target. Wells Fargo and Citi also maintained Buy ratings, while Needham raised its price target, providing additional analyst support. Argus Upgrades Equifax
• Positive Sentiment: The stock has gained nearly 35% in October, its strongest monthly performance in available TradingView data, reflecting renewed investor enthusiasm following the earnings release. Equifax Goes From Its Worst Month on Record to Its Best
• Neutral Sentiment: Equifax Canada reported that one in four small-business owners have personally guaranteed business financing with homes or other assets. The survey underscores continued demand for credit information but also signals financial pressure among borrowers. Equifax Canada Small Business Survey
• Negative Sentiment: Full-year 2026 revenue guidance of $6.6 billion to $6.7 billion is below the $6.7 billion consensus, while fourth-quarter revenue guidance of $1.6 billion and EPS guidance of $2.07 to $2.17 trail estimates of $1.7 billion and $2.21, respectively. The weaker outlook is likely the main reason for the latest pressure on the shares.
• Negative Sentiment: Analysts reduced fair-value expectations after trimming mortgage-growth forecasts, adding valuation pressure following the sharp October rally. Equifax Fair Value Cut

Equifax Stock Down 2.5%

Shares of NYSE:EFX opened at $182.48 on Friday. The stock has a 50-day simple moving average of $166.93 and a 200-day simple moving average of $170.01. The stock has a market capitalization of $21.35 billion, a P/E ratio of 29.48, a PEG ratio of 1.87 and a beta of 1.35. Equifax, Inc. has a 1 year low of $137.01 and a 1 year high of $238.94. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.60 and a current ratio of 1.09.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, October 20th. The credit services provider reported $2.26 EPS for the quarter, beating the consensus estimate of $2.20 by $0.06. Equifax had a net margin of 11.27% and a return on equity of 22.48%. The firm had revenue of $1.69 billion for the quarter, compared to analyst estimates of $1.69 billion. During the same quarter last year, the firm posted $2.04 earnings per share. Equifax’s revenue for the quarter was up 9.6% compared to the same quarter last year. Equities analysts forecast that Equifax, Inc. will post 8.50 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were given a $0.56 dividend. The ex-dividend date of this dividend was Monday, August 31st. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. Equifax’s dividend payout ratio is presently 36.19%.

Insider Activity

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the firm’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total value of $845,820.00. Following the transaction, the executive vice president owned 69,055 shares of the company’s stock, valued at approximately $12,979,577.80. This trade represents a 6.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on EFX shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $201.00 price target on shares of Equifax in a research note on Wednesday. The Goldman Sachs Group reissued a “neutral” rating on shares of Equifax in a research note on Tuesday. Citigroup dropped their price objective on Equifax from $238.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, July 22nd. BMO Capital Markets upped their price objective on Equifax from $160.00 to $175.00 and gave the stock a “market perform” rating in a report on Wednesday. Finally, UBS Group reaffirmed a “buy” rating on shares of Equifax in a research report on Wednesday. Fifteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $200.00.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.