Equifax, Inc. $EFX Shares Sold by Bessemer Group Inc.

Posted by Stanley Muller on May 16th, 2026

Bessemer Group Inc. reduced its position in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 18.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 586,877 shares of the credit services provider’s stock after selling 131,134 shares during the quarter. Bessemer Group Inc.’s holdings in Equifax were worth $127,340,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after acquiring an additional 316,048 shares in the last quarter. State Street Corp raised its position in shares of Equifax by 0.4% during the 3rd quarter. State Street Corp now owns 4,990,152 shares of the credit services provider’s stock valued at $1,280,124,000 after acquiring an additional 21,255 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of Equifax by 35.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after acquiring an additional 1,145,921 shares in the last quarter. Generation Investment Management LLP raised its position in shares of Equifax by 6.3% during the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock valued at $701,986,000 after acquiring an additional 163,375 shares in the last quarter. Finally, Lazard Asset Management LLC raised its position in shares of Equifax by 0.6% during the 3rd quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock valued at $445,524,000 after acquiring an additional 9,741 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. BMO Capital Markets set a $195.00 price target on Equifax in a research report on Thursday, February 5th. Barclays dropped their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 5th. Stifel Nicolaus dropped their target price on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. Robert W. Baird dropped their target price on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. Finally, Mizuho initiated coverage on Equifax in a research report on Thursday, April 16th. They issued an “outperform” rating and a $222.00 target price on the stock. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $228.06.

View Our Latest Analysis on Equifax

Equifax Price Performance

Shares of NYSE EFX opened at $158.39 on Friday. Equifax, Inc. has a 1-year low of $156.47 and a 1-year high of $281.03. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The business’s fifty day moving average price is $180.51 and its two-hundred day moving average price is $199.33. The firm has a market capitalization of $18.86 billion, a PE ratio of 27.89, a P/E/G ratio of 1.18 and a beta of 1.35.

Equifax (NYSE:EFX – Get Free Report) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same period last year, the company earned $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, research analysts expect that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s dividend payout ratio (DPR) is 39.44%.

Insider Activity

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction of $880,740.00. Following the transaction, the executive vice president directly owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. This trade represents a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the transaction, the chief executive officer directly owned 271,730 shares in the company, valued at $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 44,746 shares of company stock valued at $7,822,808. Company insiders own 1.70% of the company’s stock.

Equifax Profile

(Free Report)

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.