Healthcare of Ontario Pension Plan Trust Fund Purchases 23,272 Shares of Equifax, Inc. $EFX

Healthcare of Ontario Pension Plan Trust Fund boosted its position in Equifax, Inc. (NYSE:EFX) by 481.0% in the 1st quarter, HoldingsChannel reports. The firm owned 28,110 shares of the credit services provider’s stock after acquiring an additional 23,272 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Equifax were worth $5,062,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Cullen Frost Bankers Inc. bought a new position in Equifax during the fourth quarter worth about $25,000. Ameriflex Group Inc. boosted its holdings in Equifax by 612.5% in the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares during the period. Reflection Asset Management acquired a new position in shares of Equifax during the 4th quarter worth approximately $26,000. Kemnay Advisory Services Inc. bought a new position in shares of Equifax during the fourth quarter worth approximately $26,000. Finally, Lodestone Wealth Management LLC acquired a new stake in shares of Equifax in the fourth quarter valued at approximately $29,000. Institutional investors own 96.20% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This represents a 12.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Equifax Trading Up 0.4%

Shares of EFX stock opened at $187.68 on Thursday. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. The stock has a market cap of $22.05 billion, a price-to-earnings ratio of 32.98, a PEG ratio of 1.50 and a beta of 1.32. The stock has a 50-day moving average of $167.24 and a 200-day moving average of $181.75.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The company had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.70 billion. During the same period in the previous year, the firm earned $2.00 earnings per share. The firm’s quarterly revenue was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, equities research analysts forecast that Equifax, Inc. will post 8.55 earnings per share for the current year.

Equifax Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were given a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. Equifax’s payout ratio is 39.37%.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax’s artificial-intelligence initiatives are reportedly generating measurable cost savings, while greater adoption of mortgage-scoring products and the planned acquisition of Mexico’s Círculo de Crédito could support revenue growth and expand its international credit-data footprint. How Equifax Is Using AI and Mortgage Demand to Drive Its Next Growth
• Positive Sentiment: The rebound in EFX reflects investor interest in its underlying operating performance: second-quarter revenue rose about 11%, earnings exceeded expectations, the company increased its multiyear AI cost-savings target to $150 million, and it returned $366 million through dividends and share repurchases. Equifax jumps as investors reassess last week’s selloff
• Neutral Sentiment: Equifax announced an offering of $1 billion in new senior notes. The financing could provide corporate flexibility, but it also adds debt and future interest obligations, an important consideration given the company’s existing leverage. Equifax Issues $1 Billion in New Senior Notes
• Negative Sentiment: Recent analysis presents a mixed valuation picture: EFX’s substantial one-year decline has improved its valuation, but weak price momentum, reduced earnings estimates and limited upside to consensus price targets may constrain near-term appreciation. Is Equifax Stock Attractive After Its Steep One-Year Price Decline?
• Negative Sentiment: CEO Mark Begor sold approximately $6.5 million of EFX shares, reducing his ownership by 12.2%. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but broader recent insider activity has been weighted toward selling. Equifax CEO Sells Stock

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on EFX. Royal Bank Of Canada cut their price target on Equifax from $222.00 to $194.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 22nd. Rothschild & Co Redburn dropped their price objective on shares of Equifax from $226.00 to $214.00 in a report on Friday, May 8th. UBS Group reissued a “buy” rating and set a $220.00 target price on shares of Equifax in a report on Wednesday, July 8th. Bank of America decreased their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Tuesday, May 19th. Finally, Robert W. Baird dropped their price target on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $215.79.

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.