Equifax, Inc. $EFX Shares Purchased by GSA Capital Partners LLP

GSA Capital Partners LLP increased its stake in shares of Equifax, Inc. (NYSE:EFX) by 117.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,951 shares of the credit services provider’s stock after purchasing an additional 3,211 shares during the period. GSA Capital Partners LLP’s holdings in Equifax were worth $1,291,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after purchasing an additional 316,048 shares during the last quarter. State Street Corp raised its position in shares of Equifax by 0.4% during the 3rd quarter. State Street Corp now owns 4,990,152 shares of the credit services provider’s stock worth $1,280,124,000 after purchasing an additional 21,255 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of Equifax by 35.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after purchasing an additional 1,145,921 shares during the last quarter. Generation Investment Management LLP raised its position in shares of Equifax by 6.3% during the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after purchasing an additional 163,375 shares during the last quarter. Finally, Lazard Asset Management LLC raised its position in shares of Equifax by 0.6% during the 3rd quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock worth $445,524,000 after purchasing an additional 9,741 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president directly 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 filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the business’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 sale, the executive vice president directly owned 58,921 shares of the company’s stock, valued at $11,532,018.12. This represents a 7.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 44,746 shares of company stock valued at $7,822,808 in the last ninety days. Company insiders own 1.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on EFX shares. BNP Paribas Exane cut their price objective on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a research report on Monday, April 27th. Rothschild & Co Redburn cut their price objective on Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. Mizuho initiated coverage on shares of Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 target price for the company. Stifel Nicolaus lowered their target price on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Finally, Bank of America lowered their target price on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Tuesday. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and an average target price of $226.67.

Equifax Stock Up 2.3%

EFX stock opened at $164.53 on Thursday. The stock has a market capitalization of $19.59 billion, a P/E ratio of 28.97, a PEG ratio of 1.19 and a beta of 1.35. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. Equifax, Inc. has a one year low of $156.47 and a one year high of $275.91. The company has a 50 day moving average price of $177.90 and a two-hundred day moving average price of $197.99.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. Equifax’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.53 EPS. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, sell-side analysts expect that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be paid a dividend of $0.56 per share. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.24 annualized dividend and a dividend yield of 1.4%. Equifax’s payout ratio is currently 39.44%.

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.