Robeco Institutional Asset Management B.V. Has $7.21 Million Position in Equifax, Inc. $EFX

Robeco Institutional Asset Management B.V. cut its position in Equifax, Inc. (NYSE:EFX) by 45.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 33,208 shares of the credit services provider’s stock after selling 27,450 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Equifax were worth $7,205,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in EFX. Allianz Asset Management GmbH increased its position in Equifax by 6.0% during the 3rd quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock worth $100,703,000 after purchasing an additional 22,302 shares in the last quarter. Explore Capital Management LLC increased its position in Equifax by 34.6% during the 3rd quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock worth $10,500,000 after purchasing an additional 10,530 shares in the last quarter. SteelPeak Wealth LLC increased its position in Equifax by 164.6% during the 3rd quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock worth $2,061,000 after purchasing an additional 4,998 shares in the last quarter. JPMorgan Chase & Co. increased its position in Equifax by 27.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock worth $197,018,000 after purchasing an additional 163,866 shares in the last quarter. Finally, ZWJ Investment Counsel Inc. increased its position in Equifax by 18.4% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock worth $45,714,000 after purchasing an additional 27,740 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Trading Up 0.3%

EFX opened at $187.00 on Thursday. Equifax, Inc. has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60. The firm has a market capitalization of $22.56 billion, a price-to-earnings ratio of 35.15, a PEG ratio of 1.38 and a beta of 1.56. The company’s 50 day moving average price is $189.66 and its two-hundred day moving average price is $207.78.

Equifax (NYSE:EFX) last posted its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. During the same period in the previous year, the firm posted $2.12 EPS. The company’s revenue for the quarter was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. As a group, research analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $0.56 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from Equifax’s previous quarterly dividend of $0.50. Equifax’s payout ratio is currently 42.11%.

Insider Activity

In other news, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the sale, the executive vice president directly owned 39,869 shares of the company’s stock, valued at approximately $7,968,617.03. This represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer directly owned 230,506 shares in the company, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 49,671 shares of company stock valued at $9,960,181. 1.70% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on EFX. Bank of America began coverage on shares of Equifax in a research report on Tuesday, February 17th. They set a “buy” rating and a $250.00 price objective for the company. Barclays lowered their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research report on Thursday, February 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Stifel Nicolaus dropped their target price on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Finally, BMO Capital Markets set a $195.00 target price on Equifax in a research report on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $237.86.

Equifax 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.