Equifax, Inc. $EFX Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. trimmed its holdings in shares of Equifax, Inc. (NYSE:EFX) by 19.7% during the 1st quarter, Holdings Channel reports. The institutional investor owned 471,025 shares of the credit services provider’s stock after selling 115,852 shares during the period. Bessemer Group Inc.’s holdings in Equifax were worth $84,817,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. True Wealth Design LLC raised its position in shares of Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 58 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in Equifax by 16.9% during the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares in the last quarter. Athena Investment Management increased its stake in Equifax by 2.4% during the 4th quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock valued at $566,000 after purchasing an additional 60 shares in the last quarter. Modera Wealth Management LLC raised its holdings in shares of Equifax by 5.1% in the fourth quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock worth $277,000 after buying an additional 62 shares during the last quarter. Finally, Horizon Investments LLC lifted its stake in shares of Equifax by 3.2% during the fourth quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider’s stock worth $430,000 after buying an additional 62 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax Trading Down 1.4%

Shares of NYSE:EFX opened at $177.17 on Friday. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 12-month low of $150.74 and a 12-month high of $271.84. The business has a 50 day moving average of $164.94 and a two-hundred day moving average of $184.26. The company has a market capitalization of $21.10 billion, a PE ratio of 31.19, a PEG ratio of 1.36 and a beta of 1.32.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 EPS 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 business’s revenue was up 14.3% on a year-over-year basis. 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, analysts forecast that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, May 22nd. Equifax’s dividend payout ratio (DPR) is currently 39.44%.

Insiders Place Their Bets

In other news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This represents a 7.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 dated 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 sale, the chief executive officer owned 271,730 shares in the company, valued at $46,846,252. This trade 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. 1.70% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on EFX. The Goldman Sachs Group reissued a “neutral” rating and set a $173.00 price objective on shares of Equifax in a report on Friday, June 26th. Rothschild & Co Redburn lowered their price target on Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. Weiss Ratings downgraded Equifax from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 2nd. Jefferies Financial Group cut their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Finally, Morgan Stanley reduced their price objective on Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. Thirteen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $223.39.

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.