Equifax, Inc. $EFX Stock Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC lowered its stake in Equifax, Inc. (NYSE:EFX) by 93.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,502 shares of the credit services provider’s stock after selling 98,647 shares during the period. Curated Wealth Partners LLC’s holdings in Equifax were worth $892,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in EFX. Raiffeisen Bank International AG grew its holdings in shares of Equifax by 1.5% during the second quarter. Raiffeisen Bank International AG now owns 3,590 shares of the credit services provider’s stock valued at $569,000 after buying an additional 53 shares during the last quarter. V Square Quantitative Management LLC increased its position in shares of Equifax by 3.8% in the 1st quarter. V Square Quantitative Management LLC now owns 1,730 shares of the credit services provider’s stock valued at $312,000 after acquiring an additional 64 shares during the period. Droms Strauss Advisors Inc. MO ADV increased its position in shares of Equifax by 1.9% in the 1st quarter. Droms Strauss Advisors Inc. MO ADV now owns 5,435 shares of the credit services provider’s stock valued at $979,000 after acquiring an additional 100 shares during the period. Glenmede Trust Co. NA raised its stake in Equifax by 0.8% in the 1st quarter. Glenmede Trust Co. NA now owns 13,647 shares of the credit services provider’s stock worth $2,457,000 after acquiring an additional 102 shares during the last quarter. Finally, Reflection Asset Management purchased a new position in Equifax in the 4th quarter worth $26,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have commented on EFX. Royal Bank Of Canada lowered their price target on Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Morgan Stanley dropped their price target on Equifax from $225.00 to $205.00 and set an “overweight” rating on the stock in a research note on Tuesday. Mizuho cut their price objective on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, July 2nd. Weiss Ratings raised Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. Finally, JPMorgan Chase & Co. reduced their price objective on Equifax from $230.00 to $210.00 in a research note on Wednesday, July 22nd. Fifteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $203.15.

Insiders Place Their Bets

In other Equifax news, CEO Mark Begor sold 37,791 shares of the company’s stock in a transaction 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 sale, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total transaction of $845,820.00. Following the completion of the sale, the executive vice president directly owned 69,055 shares in the company, valued at approximately $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Equifax Stock Performance

Shares of NYSE EFX opened at $161.28 on Friday. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. Equifax, Inc. has a 12 month low of $137.01 and a 12 month high of $238.94. The company has a 50 day simple moving average of $167.95 and a two-hundred day simple moving average of $170.22. The stock has a market cap of $18.95 billion, a price-to-earnings ratio of 28.34, a PEG ratio of 1.57 and a beta of 1.35.

Equifax (NYSE:EFX) last released its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating 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 net margin of 10.73% and a return on equity of 21.61%. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period 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, analysts predict that Equifax, Inc. will post 8.53 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were given a dividend of $0.56 per share. The ex-dividend date was Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a yield of 1.4%. Equifax’s payout ratio is currently 39.37%.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that helps businesses, government agencies and consumers make informed decisions about credit, identity, employment and financial risk. The company collects and analyzes information from a broad range of sources to provide insights and decisioning tools for lenders, employers, insurers, telecommunications providers and other organizations.

Its products and services include consumer and commercial credit reports, credit scores, fraud and identity-management solutions, marketing and customer-acquisition analytics, and income and employment verification through The Work Number.