Coronation Fund Managers Ltd. purchased a new stake in shares of Equifax, Inc. (NYSE:EFX – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 5,971 shares of the credit services provider’s stock, valued at approximately $1,075,000.
Several other hedge funds have also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. purchased a new position in shares of Equifax in the 4th quarter worth about $25,000. Ameriflex Group Inc. raised its holdings in shares of Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after buying an additional 98 shares in the last quarter. Reflection Asset Management purchased a new position in shares of Equifax during the 4th quarter valued at about $26,000. Kemnay Advisory Services Inc. bought a new stake in Equifax in the 4th quarter worth approximately $26,000. Finally, Lodestone Wealth Management LLC purchased a new stake in Equifax in the fourth quarter worth approximately $29,000. Institutional investors own 96.20% of the company’s stock.
Equifax Stock Performance
Shares of EFX stock opened at $170.29 on Thursday. The company has a market capitalization of $20.28 billion, a P/E ratio of 29.93, a PEG ratio of 1.31 and a beta of 1.32. Equifax, Inc. has a fifty-two week low of $150.74 and a fifty-two week high of $271.84. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.61 and a current ratio of 0.60. The stock has a 50 day moving average price of $165.52 and a two-hundred day moving average price of $183.07.
Equifax Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were given a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. Equifax’s payout ratio is presently 39.44%.
Insider Activity
In related news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares in the company, valued at approximately $5,132,885.02. This represents 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. Corporate insiders own 1.70% of the company’s stock.
Analyst Upgrades and Downgrades
A number of brokerages have commented on EFX. Morgan Stanley reduced their price target on shares of Equifax from $243.00 to $225.00 and set an “overweight” rating on the stock in a research report on Wednesday. Robert W. Baird cut 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. Wells Fargo & Company reduced their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating on the stock in a report on Wednesday. UBS Group reiterated a “buy” rating and issued a $220.00 target price on shares of Equifax in a research report on Wednesday, July 8th. Finally, Needham & Company LLC lowered their price target on shares of Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a research note on Wednesday. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Equifax has an average rating of “Moderate Buy” and an average price target of $215.79.
Read Our Latest Research Report on Equifax
Key Equifax News
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Equifax topped Q2 earnings estimates with EPS of $2.25 and posted $1.70 billion in revenue, up 11% year over year, showing solid underlying demand in its credit services and verification businesses. Article Title
- Positive Sentiment: Management raised its AI-driven cost savings target to $150 million through 2028, which could support margins and operating leverage over time. Article Title
- Positive Sentiment: Analysts largely kept bullish ratings after the report, with several still recommending Buy despite trimming price targets, suggesting the long-term thesis remains intact. Article Title
- Neutral Sentiment: Equifax announced a deal to acquire Círculo de Crédito, which could broaden its footprint, but investors are still waiting to see the financial impact of the transaction. Article Title
- Negative Sentiment: The stock is reacting to weaker-than-expected Q3 and full-year 2026 guidance, which came in below Wall Street forecasts and overshadowed the earnings beat. Article Title
- Negative Sentiment: Margins were pressured by a legal settlement accrual, and management also pointed to ongoing mortgage-market and macroeconomic softness, adding to near-term caution. Article Title
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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