QRG Capital Management Inc. Raises Stock Holdings in Equifax, Inc. $EFX

QRG Capital Management Inc. lifted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 196.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 17,852 shares of the credit services provider’s stock after purchasing an additional 11,837 shares during the quarter. QRG Capital Management Inc.’s holdings in Equifax were worth $3,873,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Lodestone Wealth Management LLC acquired a new position in Equifax in the fourth quarter valued at $29,000. True Wealth Design LLC raised its stake in Equifax by 64.4% during the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 58 shares during the last quarter. Spire Wealth Management lifted its position in Equifax by 82.9% during the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after acquiring an additional 58 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in shares of Equifax in the 3rd quarter valued at approximately $34,000. Finally, State of Wyoming acquired a new position in shares of Equifax in the second quarter valued at approximately $34,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other Equifax news, EVP Jamil Farshchi sold 6,213 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the completion of the sale, the executive vice president owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. The trade was a 13.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the completion of the transaction, the executive vice president directly owned 58,921 shares in the company, valued at approximately $11,532,018.12. This represents a 7.10% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 87,462 shares of company stock valued at $16,475,349. 1.70% of the stock is currently owned by company insiders.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks bumped its FY?2026 EPS view (to $8.41) and raised Q3 2026 slightly, giving modest near?term earnings support that can be taken as a positive signal for the company’s 2026 outlook.
• Neutral Sentiment: Kalkine Media explains why Equifax is “in focus” now, summarizing investor attention around recent earnings, guidance and valuation — useful context but not a direct catalyst. Why Is Equifax Stock in Focus Right Now
• Negative Sentiment: Seeking Alpha downgraded Equifax to a Hold, citing near?term uncertainty — analyst downgrades can pressure the stock by reducing conviction among momentum or growth investors. Equifax: Downgrading To Hold On Near-Term Uncertainty
• Negative Sentiment: Yahoo Finance highlights a 33.8% one?year share price decline and asks whether the stock is worth reconsidering — renewed focus on the long slide can amplify selling pressure from momentum and risk?averse investors. Is It Time To Reconsider Equifax (EFX) After A 33.8% One Year Share Price Slide
• Negative Sentiment: Zacks also cut multiple future quarterly and multi?year estimates (notably FY?2027/FY?2028 and Q1?2027), signaling some analyst caution on longer?term trajectory — these revisions increase uncertainty around forward earnings growth and valuation.

Equifax Price Performance

NYSE:EFX opened at $173.29 on Thursday. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03. The firm has a market cap of $20.63 billion, a price-to-earnings ratio of 30.51, a price-to-earnings-growth ratio of 1.27 and a beta of 1.35. The company’s 50-day moving average is $185.87 and its two-hundred day moving average is $202.29. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business’s revenue was up 14.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Research analysts expect that Equifax, Inc. will post 8.57 EPS 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 issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s payout ratio is currently 39.44%.

Wall Street Analysts Forecast Growth

EFX has been the topic of a number of analyst reports. Barclays lowered their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 5th. Argus upgraded shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. The Goldman Sachs Group increased their target price on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research report on Thursday, February 5th. Finally, Oppenheimer lowered their price objective on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $228.88.

Equifax Company 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.