Equifax, Inc. $EFX Position Boosted by SG Americas Securities LLC

SG Americas Securities LLC increased its position in Equifax, Inc. (NYSE:EFX) by 41.3% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 87,377 shares of the credit services provider’s stock after purchasing an additional 25,560 shares during the period. SG Americas Securities LLC’s holdings in Equifax were worth $15,734,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of EFX. Cullen Frost Bankers Inc. bought a new position in Equifax during the 4th quarter worth approximately $25,000. Ameriflex Group Inc. raised its position in shares of Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares in the last quarter. Kemnay Advisory Services Inc. acquired a new stake in shares of Equifax during the 4th quarter valued at approximately $26,000. Reflection Asset Management bought a new position in Equifax during the fourth quarter worth $26,000. Finally, State of Wyoming acquired a new position in Equifax in the second quarter worth $34,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Buying and Selling

In related news, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. This trade represents a 7.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. This represents 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.

Equifax Stock Performance

Shares of EFX opened at $152.25 on Friday. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $275.91. The company has a market cap of $18.13 billion, a price-to-earnings ratio of 26.80, a price-to-earnings-growth ratio of 1.17 and a beta of 1.32. 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 firm has a fifty day moving average of $168.50 and a 200-day moving average of $189.60.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The business had revenue of $1.65 billion for 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 company’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter last 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, equities analysts anticipate that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 annualized dividend and a dividend yield of 1.5%. Equifax’s dividend payout ratio (DPR) is presently 39.44%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on EFX shares. Robert W. Baird dropped their target price on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Morgan Stanley lowered their price objective on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Wells Fargo & Company dropped their price objective on shares of Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research note on Thursday, June 18th. BNP Paribas Exane cut their target price on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a report on Thursday, June 18th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 target price on shares of Equifax in a report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, Equifax has a consensus rating of “Moderate Buy” and an average price target of $225.28.

About Equifax

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.