ING Groep NV purchased a new stake in Equifax, Inc. (NYSE:EFX – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 13,018 shares of the credit services provider’s stock, valued at approximately $2,825,000.
A number of other large investors also recently modified their holdings of EFX. Norges Bank acquired a new position in shares of Equifax during the fourth quarter worth approximately $275,635,000. Massachusetts Financial Services Co. MA lifted its position in shares of Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after purchasing an additional 1,145,921 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Equifax by 91.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock worth $317,688,000 after purchasing an additional 697,403 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Equifax by 2.1% during the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after purchasing an additional 316,048 shares in the last quarter. Finally, AQR Capital Management LLC lifted its position in shares of Equifax by 956.5% during the third quarter. AQR Capital Management LLC now owns 328,592 shares of the credit services provider’s stock worth $84,248,000 after purchasing an additional 297,489 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction that occurred 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 of the company’s stock, valued at $5,132,885.02. The trade was a 7.68% 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. Insiders own 1.70% of the company’s stock.
Equifax Trading Up 0.4%
Equifax (NYSE:EFX – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. Equifax’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $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, sell-side analysts anticipate that Equifax, Inc. will post 8.56 earnings per share for the current year.
Equifax Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 22nd will be paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s payout ratio is 39.44%.
Analyst Upgrades and Downgrades
EFX has been the topic of a number of research reports. Citigroup reduced their target price on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. UBS Group reduced their target price on shares of Equifax from $245.00 to $220.00 and set a “buy” rating on the stock in a research report on Thursday, April 23rd. Needham & Company LLC reiterated a “buy” rating and set a $265.00 target price on shares of Equifax in a research report on Wednesday, April 22nd. Bank of America reduced their target price on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Finally, The Goldman Sachs Group upped their target price on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Equifax has a consensus rating of “Moderate Buy” and an average target price of $226.67.
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.
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