Mirae Asset Global Investments Co. Ltd. Increases Holdings in Equifax, Inc. $EFX

Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Equifax, Inc. (NYSE:EFX) by 19.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 21,056 shares of the credit services provider’s stock after purchasing an additional 3,437 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Equifax were worth $4,569,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Cary Street Partners Investment Advisory LLC lifted its holdings in Equifax by 12.5% during 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 lifted its holdings in Equifax by 2.8% during 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 lifted its holdings in Equifax by 82.9% during 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 lifted its holdings in Equifax by 64.4% during 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. lifted its holdings in Equifax by 16.9% during 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. 96.20% of the stock is owned by hedge funds and other institutional investors.

Equifax Stock Down 2.7%

EFX opened at $193.15 on Wednesday. The business has a 50 day moving average price of $189.45 and a two-hundred day moving average price of $206.02. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The company has a market cap of $23.30 billion, a PE ratio of 36.31, a P/E/G ratio of 1.51 and a beta of 1.56. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03.

Equifax (NYSE:EFX) last posted its quarterly earnings data 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. The firm had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm’s revenue was up 14.3% compared to the same quarter last year. During the same period in the prior year, the business earned $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 anticipate that Equifax, Inc. will post 8.62 EPS for the current year.

Equifax Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $0.56 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $2.24 annualized dividend and a yield of 1.2%. This is a boost from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio (DPR) is currently 42.11%.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q1 beat and record revenue — Equifax reported a beat on both EPS and revenue, delivering record quarterly revenue and coming in roughly $37M above the midpoint of prior guidance, which supports the company’s growth story. Equifax Delivers Record First Quarter Revenue
• Positive Sentiment: AI, cloud and mortgage products drove the quarter — Management cited AI-powered product innovation, cloud offerings and a 38% jump in U.S. mortgage revenue as major growth drivers, highlighting durable product-led momentum. Equifax Credits AI Tools for Record $1.6 Billion Quarter
• Neutral Sentiment: Shares initially rallied then cooled — The market initially reacted positively (sharp intraday gain) to the beat, but gains faded as investors digested the guidance cadence and macro risks. This intraday reversal shows short-term profit-taking and rotation rather than a definitive change in fundamentals. Equifax (EFX) Is Up 6.4% After Record Q1 Boosted By Mortgage, Cloud And AI Products
• Neutral Sentiment: Guidance maintained but conservative tone — Management kept FY and Q2 revenue/EPS guidance roughly in line with prior ranges; that conservatism stabilizes expectations but left some analysts wanting clearer upside. Equifax stock slips after maintaining revenue guidance
• Negative Sentiment: Macro/mortgage risk from geopolitical tensions — Management flagged rising interest-rate volatility tied to the Iran conflict that clouded the mortgage outlook; investors penalized the stock for the added uncertainty around the most recent mortgage-driven strength. Equifax (EFX) Stock Holds Steady as Iran Tensions Cloud Mortgage Market Despite Q1 Beat
• Negative Sentiment: Analyst price-target trim — Jefferies trimmed its price target (from $240 to $220) while keeping a Buy rating, a modest signal that some firms see less near-term upside than before. Jefferies adjusts price target on Equifax

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at $46,536,856.34. This represents a 14.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the sale, the executive vice president directly owned 39,869 shares of the company’s stock, valued at approximately $7,968,617.03. This represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 49,671 shares of company stock valued at $9,960,181 in the last ninety days. Insiders own 1.70% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on EFX. Stifel Nicolaus reduced their target price on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Needham & Company LLC reduced their target price on Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Mizuho began coverage on Equifax in a report on Thursday, April 16th. They issued an “outperform” rating and a $222.00 target price for the company. Barclays reduced their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. Finally, Argus raised Equifax to a “hold” rating in a report on Monday, March 2nd. Thirteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Equifax currently has an average rating of “Moderate Buy” and a consensus price target of $235.75.

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.