Empowered Funds LLC Makes New $2.53 Million Investment in Equifax, Inc. $EFX

Empowered Funds LLC purchased a new stake in shares of Equifax, Inc. (NYSE:EFX) in the 2nd quarter, HoldingsChannel reports. The fund purchased 15,945 shares of the credit services provider’s stock, valued at approximately $2,531,000.

Other institutional investors have also modified their holdings of the company. Cullen Frost Bankers Inc. bought a new position in shares of Equifax during the 4th quarter worth approximately $25,000. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares in the last quarter. Reflection Asset Management purchased a new position in Equifax in the fourth quarter worth $26,000. Kemnay Advisory Services Inc. purchased a new position in Equifax in the fourth quarter worth $26,000. Finally, Clearstead Trust LLC acquired a new position in shares of Equifax during the second quarter worth $28,000. 96.20% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

EFX has been the subject of several analyst reports. Needham & Company LLC decreased their price objective on Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a report on Wednesday, July 22nd. Barclays dropped their target price on Equifax from $215.00 to $200.00 and set an “equal weight” rating on the stock in a research note on Wednesday, July 22nd. Robert W. Baird decreased their price target on Equifax from $245.00 to $232.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. BMO Capital Markets lowered their price target on Equifax from $195.00 to $179.00 and set a “market perform” rating for the company in a report on Monday, July 13th. Finally, Morgan Stanley dropped their price target on Equifax from $243.00 to $225.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Fifteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $215.16.

Equifax Price Performance

Shares of EFX opened at $185.58 on Thursday. The firm has a market capitalization of $21.80 billion, a PE ratio of 32.62, a price-to-earnings-growth ratio of 1.80 and a beta of 1.31. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The company’s fifty day moving average price is $177.42 and its 200-day moving average price is $177.92.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (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 during the quarter, compared to analyst estimates of $1.70 billion. During the same quarter last year, the business posted $2.00 EPS. 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 predict that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, August 31st. Equifax’s dividend payout ratio (DPR) is presently 39.37%.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the sale, the chief executive officer owned 271,890 shares in the company, valued at $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by company insiders.

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.