Connor Clark & Lunn Investment Management Ltd. Invests $3.77 Million in Equifax, Inc. $EFX

Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 23,763 shares of the credit services provider’s stock, valued at approximately $3,772,000.

A number of other institutional investors also recently added to or reduced their stakes in EFX. Brighton Jones LLC grew its holdings in Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after acquiring an additional 1,200 shares in the last quarter. Great Lakes Advisors LLC purchased a new stake in shares of Equifax during the 1st quarter worth $204,000. Empowered Funds LLC lifted its position in shares of Equifax by 14.6% during the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock worth $615,000 after purchasing an additional 321 shares during the last quarter. First Trust Advisors LP grew its stake in shares of Equifax by 14.5% during the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock worth $1,979,000 after purchasing an additional 966 shares in the last quarter. Finally, AXA S.A. increased its holdings in Equifax by 699.9% in the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock valued at $2,249,000 after buying an additional 7,587 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on Friday, July 24th. The stock was 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 owned 271,890 shares in the company, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research firms have weighed in on EFX. Needham & Company LLC decreased their price target on Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a report on Wednesday, July 22nd. Royal Bank Of Canada dropped their price objective on Equifax from $222.00 to $194.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. UBS Group reissued a “buy” rating and set a $220.00 target price on shares of Equifax in a research report on Wednesday, July 8th. BNP Paribas Exane decreased their target price on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday, June 18th. Finally, Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax in a report on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus target price of $216.89.

Equifax Price Performance

Shares of EFX opened at $194.35 on Friday. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The stock has a market cap of $22.83 billion, a PE ratio of 34.16, a price-to-earnings-growth ratio of 1.52 and a beta of 1.30. The firm has a fifty day moving average price of $175.50 and a 200 day moving average price of $178.27.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The company had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.70 billion. During the same quarter last year, the company posted $2.00 earnings per share. The business’s quarterly revenue was up 10.6% compared to the same quarter last year. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, sell-side analysts anticipate that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Monday, August 31st. Equifax’s dividend payout ratio (DPR) is currently 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.