Legal & General Group Plc Makes New $107.42 Million Investment in Equifax, Inc. $EFX

Legal & General Group Plc bought a new stake in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 676,765 shares of the credit services provider’s stock, valued at approximately $107,416,000. Legal & General Group Plc owned 0.58% of Equifax at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new position in Equifax in the fourth quarter valued at approximately $25,000. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% in the fourth 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 during the last quarter. Kemnay Advisory Services Inc. acquired a new stake in Equifax during the 4th quarter worth $26,000. Reflection Asset Management bought a new stake in shares of Equifax during the 4th quarter valued at $26,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of Equifax during the 3rd quarter valued at $34,000. Institutional investors own 96.20% of the company’s stock.

Equifax Price Performance

EFX opened at $190.60 on Friday. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $271.84. The company has a fifty day simple moving average of $174.70 and a 200 day simple moving average of $178.16. The stock has a market cap of $22.39 billion, a P/E ratio of 33.50, a P/E/G ratio of 1.53 and a beta of 1.30.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 EPS 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 the consensus estimate of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm’s revenue was up 10.6% compared to the same quarter last year. During the same quarter last year, the business posted $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. On average, research analysts expect that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be given a dividend of $0.56 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. Equifax’s dividend payout ratio (DPR) is currently 39.37%.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. BMO Capital Markets reduced their price target on Equifax from $195.00 to $179.00 and set a “market perform” rating on the stock in a research report on Monday, July 13th. UBS Group reissued a “buy” rating and issued a $220.00 target price on shares of Equifax in a research note on Wednesday, July 8th. BNP Paribas Exane reduced their target price on Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a report on Thursday, June 18th. Royal Bank Of Canada decreased their target price on Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Finally, Rothschild & Co Redburn raised Equifax from a “neutral” rating to a “buy” rating and upped their price target for the company from $214.00 to $235.00 in a research note on Friday, August 21st. Fourteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $216.89.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer owned 271,890 shares in the company, valued at $46,808,582.40. The trade was a 12.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by company insiders.

Equifax 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.