Kornitzer Capital Management Inc. KS Cuts Stock Position in Equifax, Inc. $EFX

Kornitzer Capital Management Inc. KS lowered its stake in Equifax, Inc. (NYSE:EFX) by 47.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 23,165 shares of the credit services provider’s stock after selling 20,602 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in Equifax were worth $5,026,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Cary Street Partners Investment Advisory LLC grew its stake in shares of Equifax by 12.5% in the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock worth $117,000 after buying an additional 51 shares during the last quarter. HighPoint Advisor Group LLC grew its stake in shares of Equifax by 2.8% in the 3rd quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock worth $506,000 after buying an additional 53 shares during the last quarter. Spire Wealth Management grew its stake in shares of Equifax by 82.9% in the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after buying an additional 58 shares during the last quarter. True Wealth Design LLC grew its stake in shares of Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after buying an additional 58 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its stake in shares of Equifax by 16.9% in the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock worth $104,000 after buying an additional 58 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on EFX shares. Mizuho started coverage on Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price target on the stock. UBS Group lowered their price objective on Equifax from $245.00 to $220.00 and set a “buy” rating on the stock in a research report on Thursday, April 23rd. Argus raised Equifax to a “hold” rating in a research report on Monday, March 2nd. Jefferies Financial Group lowered their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, April 17th. Finally, BNP Paribas Exane lowered their price objective on Equifax from $210.00 to $195.00 and set a “neutral” rating on the stock in a research report on Monday, April 27th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Equifax currently has an average rating of “Moderate Buy” and a consensus target price of $228.88.

Equifax Stock Performance

EFX stock opened at $173.92 on Friday. The stock has a market capitalization of $20.71 billion, a PE ratio of 30.62, a price-to-earnings-growth ratio of 1.30 and a beta of 1.35. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03. 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’s 50 day simple moving average is $186.72 and its 200 day simple moving average is $203.26.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion for 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%.The firm’s quarterly revenue was up 14.3% on a year-over-year basis. During the same period 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. As a group, research analysts forecast that Equifax, Inc. will post 8.58 earnings per share for the current fiscal year.

Equifax Increases Dividend

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

Insider Activity

In other news, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the transaction, the executive vice president directly owned 41,036 shares of the company’s stock, valued at $8,035,259.16. This represents a 13.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the transaction, the executive vice president directly owned 58,921 shares in the company, valued at $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 87,462 shares of company stock valued at $16,475,349 in the last ninety days. 1.70% of the stock is currently owned by company insiders.

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.