North Star Asset Management Inc. Purchases 4,361 Shares of Equifax, Inc. $EFX

North Star Asset Management Inc. boosted its position in shares of Equifax, Inc. (NYSE:EFX) by 3.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 119,181 shares of the credit services provider’s stock after purchasing an additional 4,361 shares during the period. North Star Asset Management Inc. owned about 0.10% of Equifax worth $25,860,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cullen Frost Bankers Inc. bought a new position in shares of Equifax in the fourth quarter worth about $25,000. State of Wyoming bought a new position in shares of Equifax in the second quarter worth about $34,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Equifax in the third quarter worth about $34,000. Lodestone Wealth Management LLC bought a new position in shares of Equifax in the fourth quarter worth about $29,000. Finally, True Wealth Design LLC raised its stake in shares of Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 58 shares during the last quarter. 96.20% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. JPMorgan Chase & Co. lowered their price target on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Needham & Company LLC reiterated a “buy” rating and set a $265.00 price target on shares of Equifax in a research report on Wednesday, April 22nd. BNP Paribas Exane lowered their price target on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a research report on Monday, April 27th. Stifel Nicolaus lowered their price target on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Finally, Jefferies Financial Group lowered their price target on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $226.67.

Equifax Stock Up 0.7%

Shares of NYSE EFX opened at $164.24 on Friday. The stock has a market cap of $19.56 billion, a P/E ratio of 28.91, a P/E/G ratio of 1.21 and a beta of 1.35. The firm has a 50 day moving average price of $176.70 and a 200 day moving average price of $197.42. 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 52-week low of $156.47 and a 52-week high of $275.91.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%. The business’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the company 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. Analysts expect that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Announces Dividend

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

Insider Activity at Equifax

In related news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction that occurred 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 owned 58,921 shares in the company, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 44,746 shares of company stock worth $7,822,808. 1.70% of the stock is currently owned by company insiders.

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.