National Pension Service Trims Stock Position in Equifax, Inc. $EFX

Posted by Brenda Bartman on Sep 14th, 2026

National Pension Service trimmed its holdings in Equifax, Inc. (NYSE:EFX – Free Report) by 92.5% during the second quarter, Holdings Channel reports. The institutional investor owned 14,671 shares of the credit services provider’s stock after selling 179,745 shares during the period. National Pension Service’s holdings in Equifax were worth $2,329,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. California State Teachers Retirement System lifted its holdings in shares of Equifax by 15,465.8% during the 2nd quarter. California State Teachers Retirement System now owns 30,785,331 shares of the credit services provider’s stock worth $4,886,248,000 after acquiring an additional 30,587,555 shares during the period. BlackRock Inc. purchased a new stake in Equifax in the second quarter valued at approximately $1,491,357,000. State Street Corp increased its position in Equifax by 1.3% during the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock worth $1,097,147,000 after purchasing an additional 66,289 shares during the last quarter. Soroban Capital Partners LP increased its position in Equifax by 310.5% during the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock worth $753,515,000 after purchasing an additional 3,165,120 shares during the last quarter. Finally, Brown Advisory Inc. raised its stake in Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after purchasing an additional 1,022,819 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Stock Down 0.0%

Shares of Equifax stock opened at $168.94 on Monday. The company has a fifty day moving average price of $179.14 and a 200 day moving average price of $177.00. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The stock has a market cap of $19.85 billion, a price-to-earnings ratio of 29.69, a price-to-earnings-growth ratio of 1.64 and a beta of 1.31.

Equifax (NYSE:EFX – Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 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 for the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter in the previous year, the firm posted $2.00 earnings per share. 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. Equities research analysts forecast that Equifax, Inc. will post 8.55 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, August 31st. Equifax’s dividend payout ratio is currently 39.37%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Robert W. Baird lowered their price objective on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft set a $208.00 target price on Equifax and gave the company a “buy” rating in a report on Wednesday, July 22nd. Barclays lowered their price target on Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. BNP Paribas Exane raised their price objective on Equifax from $185.00 to $190.00 and gave the stock a “neutral” rating in a report on Wednesday, July 22nd. Finally, Mizuho reduced their price objective on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research note on Thursday, July 2nd. Fifteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Equifax has an average rating of “Moderate Buy” and an average price target of $215.16.

Read Our Latest Stock Report on Equifax

Insider Buying and Selling

In other news, EVP John Gamble sold 4,500 shares of the business’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total transaction of $845,820.00. Following the transaction, the executive vice president directly owned 69,055 shares of the company’s stock, valued at approximately $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the transaction, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. 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. 1.70% of the stock is owned by corporate insiders.

About Equifax

(Free Report)

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information solutions to businesses, government agencies and consumers. Its services help organizations assess credit risk, prevent fraud, verify identities, market products and make informed decisions about lending, employment and other transactions.

The company’s offerings include consumer and commercial credit reports, credit scores, fraud-prevention and identity-management tools, income and employment verification services, mortgage and housing data, and workforce-management solutions.