UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Grows Holdings in Equifax, Inc. $EFX

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 9.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,192,831 shares of the credit services provider’s stock after purchasing an additional 99,670 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Equifax were worth $189,326,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. BlackRock Inc. purchased a new position in shares of Equifax during the second quarter worth about $1,491,357,000. State Street Corp raised its stake in Equifax by 1.3% during the 4th quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock valued at $1,097,147,000 after acquiring an additional 66,289 shares during the last quarter. Soroban Capital Partners LP raised its stake in Equifax by 310.5% during the 1st quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock valued at $753,515,000 after acquiring an additional 3,165,120 shares during the last quarter. Brown Advisory Inc. lifted its position in Equifax by 57.2% during the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after acquiring an additional 1,022,819 shares during the period. Finally, Bank of America Corp DE lifted its position in Equifax by 36.5% during the 1st quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock worth $379,490,000 after acquiring an additional 563,880 shares during the period. 96.20% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by company insiders.

Equifax Stock Performance

Shares of EFX stock opened at $189.29 on Tuesday. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. The stock has a 50 day simple moving average of $176.21 and a 200-day simple moving average of $178.02. The company has a market cap of $22.24 billion, a price-to-earnings ratio of 33.27, a price-to-earnings-growth ratio of 1.56 and a beta of 1.30. Equifax, Inc. has a 12-month low of $150.74 and a 12-month high of $271.84.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion during 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%.Equifax’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.00 earnings per share. 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, equities analysts forecast that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Rothschild & Co Redburn raised Equifax from a “neutral” rating to a “buy” rating and boosted their target price for the company from $214.00 to $235.00 in a report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax in a report on Wednesday, July 22nd. Royal Bank Of Canada lowered their price objective on shares of Equifax from $222.00 to $194.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. The Goldman Sachs Group restated a “neutral” rating and set a $182.00 price objective on shares of Equifax in a research report on Tuesday, July 21st. Finally, Barclays reduced their target price on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Fourteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $216.89.

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.