Callan Family Office LLC Acquires New Shares in Equifax, Inc. $EFX

Callan Family Office LLC acquired a new position in Equifax, Inc. (NYSE:EFX) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,581 shares of the credit services provider’s stock, valued at approximately $568,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in EFX. Cullen Frost Bankers Inc. bought a new stake in shares of Equifax in the 4th quarter valued at about $25,000. Ameriflex Group Inc. boosted its stake in shares of Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares in the last quarter. Reflection Asset Management bought a new position in shares of Equifax during the fourth quarter valued at approximately $26,000. Kemnay Advisory Services Inc. purchased a new position in Equifax during the fourth quarter valued at approximately $26,000. Finally, Clearstead Trust LLC purchased a new position in Equifax during the second quarter valued at approximately $28,000. 96.20% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

EFX has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft set a $208.00 target price on Equifax in a research report on Wednesday, July 22nd. Royal Bank Of Canada reduced their price target on Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Morgan Stanley decreased their price objective on Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Wells Fargo & Company dropped their price objective on Equifax from $220.00 to $212.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Finally, Bank of America cut their target price on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Fourteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Equifax has an average rating of “Moderate Buy” and a consensus target price of $216.89.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $172.16, for a total value of $6,506,098.56. Following the completion of the sale, the chief executive officer directly owned 271,890 shares in the company, valued at $46,808,582.40. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Equifax Stock Down 1.3%

Shares of EFX stock opened at $192.16 on Wednesday. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The stock’s fifty day moving average price is $173.25 and its 200 day moving average price is $178.19. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. The company has a market cap of $22.58 billion, a price-to-earnings ratio of 33.77, a price-to-earnings-growth ratio of 1.56 and a beta of 1.30.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm’s revenue was up 10.6% compared to the same quarter last year. During the same period last year, the business posted $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, research analysts expect that Equifax, Inc. will post 8.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 31st. Equifax’s dividend payout ratio (DPR) is presently 39.37%.

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.