OP Asset Management Ltd Buys Shares of 13,062 Equifax, Inc. $EFX

OP Asset Management Ltd bought a new position in shares of Equifax, Inc. (NYSE:EFX) during the first quarter, Holdings Channel reports. The institutional investor bought 13,062 shares of the credit services provider’s stock, valued at approximately $2,352,000.

Several other hedge funds and other institutional investors have also modified their holdings of EFX. Cinctive Capital Management LP acquired a new position in Equifax in the third quarter valued at approximately $2,837,000. Dimensional Fund Advisors LP raised its position in shares of Equifax by 20.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 827,071 shares of the credit services provider’s stock worth $212,160,000 after purchasing an additional 137,604 shares during the period. Arvin Capital Management LP bought a new stake in shares of Equifax in the 3rd quarter worth approximately $9,261,000. Barclays PLC lifted its holdings in shares of Equifax by 121.6% in the 3rd quarter. Barclays PLC now owns 540,896 shares of the credit services provider’s stock worth $138,756,000 after purchasing an additional 296,816 shares during the last quarter. Finally, Hudson Bay Capital Management LP acquired a new position in Equifax during the 3rd quarter valued at approximately $4,981,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Equifax

In other news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction that occurred on 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 of the company’s stock, valued at $5,132,885.02. The trade was a 7.68% decrease in their position. 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. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the sale, the chief executive officer owned 271,730 shares in the company, valued at $46,846,252. The trade was a 12.21% 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. Insiders own 1.70% of the company’s stock.

Analyst Upgrades and Downgrades

EFX has been the topic of a number of recent research reports. Morgan Stanley cut their target price on Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Citigroup dropped their price objective on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Needham & Company LLC reiterated a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research report on Wednesday, April 22nd. UBS Group boosted their target price on shares of Equifax from $212.00 to $215.00 and gave the company a “buy” rating in a research note on Tuesday, June 16th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $173.00 target price on shares of Equifax in a research report on Friday. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $223.78.

Equifax Stock Up 4.4%

EFX opened at $158.64 on Friday. Equifax, Inc. has a one year low of $150.74 and a one year high of $275.91. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The stock’s fifty day moving average is $167.93 and its 200-day moving average is $189.39. The company has a market capitalization of $18.89 billion, a PE ratio of 27.93, a P/E/G ratio of 1.17 and a beta of 1.32.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion during 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 company’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter last year, the business posted $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. On average, equities analysts predict that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were given a dividend of $0.56 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.24 annualized dividend and a dividend yield of 1.4%. Equifax’s dividend payout ratio (DPR) is 39.44%.

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.