Equifax, Inc. (NYSE:EFX – Get Free Report) EVP John Gamble, Jr. sold 4,000 shares of the company’s stock in a transaction on Thursday, October 29th. The shares were sold at an average price of $177.68, for a total transaction of $710,720.00. Following the completion of the transaction, the executive vice president owned 65,145 shares of the company’s stock, valued at $11,574,963.60. This trade represents a 5.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Equifax Price Performance
EFX opened at $192.31 on Thursday. Equifax, Inc. has a twelve month low of $137.01 and a twelve month high of $228.67. The firm has a market cap of $22.50 billion, a price-to-earnings ratio of 31.07, a PEG ratio of 1.92 and a beta of 1.27. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.12. The company has a fifty day simple moving average of $166.25 and a 200 day simple moving average of $177.01.
Equifax (NYSE:EFX – Get Free Report) last issued its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.06. Equifax had a net margin of 11.27% and a return on equity of 22.48%. The firm had revenue of $1.69 billion for the quarter, compared to analyst estimates of $1.69 billion. During the same quarter in the previous year, the business posted $2.04 EPS. The firm’s revenue was up 9.6% compared to the same quarter last year. Equities research analysts expect that Equifax, Inc. will post 8.50 EPS for the current fiscal year.
Equifax Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were paid a dividend of $0.56 per share. The ex-dividend date was Monday, August 31st. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. Equifax’s dividend payout ratio (DPR) is currently 36.19%.
Key Headlines Impacting Equifax
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Zacks Research modestly raised its Q2 2028 EPS estimate to $2.81 from $2.79, offering a limited positive signal. Equifax analyst estimates
- Neutral Sentiment: An Equifax survey found that rising costs are affecting how Canadians manage credit, with younger adults and families worried about financial milestones. It highlights consumer pressure but does not quantify an impact on Equifax’s results. Equifax survey on financial health
- Negative Sentiment: Zacks Research cut several forecasts: FY2026 EPS to $8.49 from $8.63, FY2027 to $9.33 from $9.84, and FY2028 to $10.72 from $10.95. Estimates for multiple coming quarters were also reduced, including Q1 2027 to $1.98 from $2.12. The broad revisions suggest a softer earnings outlook, although the FY2026 estimate remains close to the $8.50 consensus cited in the reports. Equifax analyst estimates
- Negative Sentiment: EVP John Gamble Jr. sold 4,000 shares for about $711,000. The sale was made under a pre-arranged trading plan, and he retained a substantial holding, which may temper the signal. Equifax insider sale
Institutional Inflows and Outflows
Hedge funds have recently added to or reduced their stakes in the stock. Compass Wealth Management LLC acquired a new position in shares of Equifax in the 3rd quarter valued at about $27,000. Clearstead Trust LLC bought a new stake in shares of Equifax during the 2nd quarter valued at about $28,000. Ballast Advisors LLC bought a new stake in shares of Equifax during the 1st quarter valued at about $33,000. Osterweis Capital Management Inc. acquired a new stake in Equifax during the second quarter worth about $33,000. Finally, Heritage Family Offices LLP acquired a new stake in Equifax during the third quarter worth about $35,000. 96.20% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several research analysts recently commented on EFX shares. Oppenheimer cut Equifax from an “outperform” rating to a “market perform” rating in a research note on Friday, October 16th. The Goldman Sachs Group restated a “neutral” rating on shares of Equifax in a research note on Tuesday, October 20th. BMO Capital Markets raised their price objective on Equifax from $160.00 to $175.00 and gave the company a “market perform” rating in a research note on Wednesday, October 21st. Stifel Nicolaus dropped their price objective on Equifax from $235.00 to $217.00 and set a “buy” rating on the stock in a report on Wednesday, October 21st. Finally, Argus raised Equifax from a “hold” rating to a “buy” rating and set a $200.00 target price on the stock in a research report on Thursday, October 22nd. Fourteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $200.55.
Get Our Latest Analysis on Equifax
About Equifax
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.
Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.
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