Clarkston Capital Partners LLC bought a new position in shares of Equifax, Inc. (NYSE:EFX – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 4,109 shares of the credit services provider’s stock, valued at approximately $740,000.
Other hedge funds have also modified their holdings of the company. Geneos Wealth Management Inc. raised its position in Equifax by 16.9% in the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock worth $104,000 after purchasing an additional 58 shares during the last quarter. Athena Investment Management boosted its position in Equifax by 2.4% in the 4th quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock valued at $566,000 after buying an additional 60 shares during the last quarter. Modera Wealth Management LLC increased its stake in shares of Equifax by 5.1% in the 4th quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock valued at $277,000 after buying an additional 62 shares during the period. Horizon Investments LLC raised its position in shares of Equifax by 3.2% during the fourth quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider’s stock worth $430,000 after acquiring an additional 62 shares during the last quarter. Finally, Parkside Financial Bank & Trust raised its position in shares of Equifax by 3.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,043 shares of the credit services provider’s stock worth $443,000 after acquiring an additional 63 shares during the last quarter. 96.20% of the stock is owned by institutional investors.
Insider Buying and Selling
In other Equifax 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 value of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.
Key Stories Impacting Equifax
- Positive Sentiment: Equifax posted Q2 EPS of $2.25, topping estimates, with revenue of $1.70 billion in line with expectations and up 10.6% year over year, which supports the case for continued fundamental growth.
- Positive Sentiment: Management kept the bullish long-term narrative intact, highlighting AI-driven productivity savings of $150 million through 2028 and ongoing operating leverage, which could improve margins over time. Equifax outlines 3Q 2026 revenue of $1.68B-$1.71B as it targets $150M in AI productivity savings through 2028
- Positive Sentiment: Several analysts still reiterated bullish views after the results, with Needham maintaining a Buy rating even while trimming its target to $245, and William Blair also keeping a Buy call, signaling continued Street support. Needham PT Lowered to $245 at Equifax
- Neutral Sentiment: Commentary from Zacks and other market pieces continues to describe Equifax as a growth and value candidate, but these pieces appear more style-rank driven than company-specific catalysts.
- Negative Sentiment: The new Q3 revenue outlook of $1.68 billion to $1.71 billion was viewed as more cautious than some investors wanted, contributing to analyst forecast cuts and adding concern about near-term growth momentum.
- Negative Sentiment: Investors are also weighing valuation concerns and the company’s new debt, with some market commentary questioning whether EFX is still a bargain after its credit bureau deal and balance-sheet changes.
Wall Street Analyst Weigh In
Several equities analysts recently issued reports on EFX shares. BMO Capital Markets decreased their price target on Equifax from $195.00 to $179.00 and set a “market perform” rating on the stock in a report on Monday, July 13th. Citigroup dropped their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Jefferies Financial Group cut their target price on shares of Equifax from $220.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, April 24th. Robert W. Baird reduced their target price on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, Rothschild & Co Redburn lowered their price target on shares of Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. Thirteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $215.79.
View Our Latest Report on Equifax
Equifax Trading Down 2.0%
NYSE EFX opened at $167.03 on Friday. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $271.84. The stock has a 50-day simple moving average of $165.70 and a 200 day simple moving average of $182.74. The company has a current ratio of 0.60, a quick ratio of 0.61 and a debt-to-equity ratio of 0.92. The company has a market capitalization of $19.62 billion, a PE ratio of 29.35, a P/E/G ratio of 1.29 and a beta of 1.32.
Equifax (NYSE:EFX – Get Free Report) 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. The firm had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The company’s revenue was up 10.6% compared to the same quarter last year. During the same quarter last year, the business earned $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Research analysts forecast that Equifax, Inc. will post 8.56 EPS for the current year.
Equifax Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is presently 39.44%.
About Equifax
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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