Knuff & Co LLC Buys New Shares in Equifax, Inc. $EFX

Knuff & Co LLC bought a new position in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 17,600 shares of the credit services provider’s stock, valued at approximately $2,793,000.

Other large investors have also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. bought a new stake in shares of Equifax in the 4th quarter worth approximately $25,000. Ameriflex Group Inc. increased its position in shares of Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares during the period. Kemnay Advisory Services Inc. bought a new stake in shares of Equifax during the fourth quarter valued at approximately $26,000. Reflection Asset Management acquired a new position in shares of Equifax in the fourth quarter valued at $26,000. Finally, Caitong International Asset Management Co. Ltd bought a new position in Equifax in the third quarter worth $34,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the sale, the chief executive officer owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on EFX. BNP Paribas Exane decreased their price target on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a research note on Thursday, June 18th. Mizuho reduced their price objective on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Citigroup decreased their target price on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Weiss Ratings raised shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, August 13th. Finally, Barclays dropped their price target on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $215.79.

Equifax Stock Up 5.9%

Shares of NYSE EFX opened at $192.64 on Thursday. Equifax, Inc. has a 52-week low of $150.74 and a 52-week high of $271.84. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. The business has a fifty day moving average of $170.91 and a two-hundred day moving average of $178.08. The stock has a market cap of $22.63 billion, a PE ratio of 33.86, a PEG ratio of 1.46 and a beta of 1.30.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.05. The business had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.00 EPS. 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, equities research analysts expect that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Monday, August 31st. Equifax’s dividend payout ratio is currently 39.37%.

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.