Vulcan Value Partners LLC Buys Shares of 90,748 Equifax, Inc. $EFX

Vulcan Value Partners LLC purchased a new stake in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 90,748 shares of the credit services provider’s stock, valued at approximately $14,404,000. Equifax comprises about 0.4% of Vulcan Value Partners LLC’s holdings, making the stock its 27th largest holding. Vulcan Value Partners LLC owned 0.08% of Equifax at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in Equifax by 49.2% during the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares during the period. Great Lakes Advisors LLC bought a new stake in shares of Equifax in the first quarter valued at approximately $204,000. Empowered Funds LLC raised its position in shares of Equifax by 14.6% in the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after purchasing an additional 321 shares during the period. First Trust Advisors LP lifted its stake in shares of Equifax by 14.5% during the 2nd quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock valued at $1,979,000 after buying an additional 966 shares in the last quarter. Finally, AXA S.A. boosted its holdings in Equifax by 699.9% in the 2nd quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after buying an additional 7,587 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on EFX. Weiss Ratings upgraded shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, August 13th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $182.00 price target (up from $173.00) on shares of Equifax in a report on Tuesday, July 21st. UBS Group reiterated a “buy” rating and set a $220.00 price objective on shares of Equifax in a research note on Wednesday, July 8th. Barclays cut their target price on Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Finally, Mizuho decreased their price target on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. Fifteen investment 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 a consensus rating of “Moderate Buy” and an average price target of $215.16.

Insider Transactions at Equifax

In other Equifax news, EVP John Gamble sold 4,500 shares of Equifax stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $187.96, for a total value of $845,820.00. Following the transaction, the executive vice president directly owned 69,055 shares of the company’s stock, valued at $12,979,577.80. The trade was a 6.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’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 value 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 $46,808,582.40. The trade was a 12.20% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Equifax Price Performance

NYSE:EFX traded down $5.27 during mid-day trading on Tuesday, reaching $171.78. The stock had a trading volume of 1,437,806 shares, compared to its average volume of 1,709,317. The stock has a market capitalization of $20.18 billion, a P/E ratio of 30.19, a P/E/G ratio of 1.72 and a beta of 1.31. The firm has a 50 day moving average price of $178.90 and a two-hundred day moving average price of $177.68. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. Equifax, Inc. has a one year low of $150.74 and a one year high of $271.84.

Equifax (NYSE:EFX) last issued its quarterly 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. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. During the same period last year, the business earned $2.00 earnings per share. The business’s quarterly revenue was up 10.6% on a year-over-year basis. 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, analysts expect that Equifax, Inc. will post 8.55 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, August 31st. Equifax’s dividend payout ratio (DPR) is 39.37%.

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.