13,555 Equifax, Inc. $EFX Shares Acquired by Valley National Advisers Inc.

Key Points

• Valley National Advisers increased its Equifax position by 6,777.5% in the third quarter, acquiring 13,555 shares and bringing its total holdings to 13,755 shares valued at approximately $1.89 million.
• Equifax’s third-quarter results exceeded expectations, with adjusted EPS of $2.26 versus the $2.20 consensus and revenue of about $1.69 billion, up 9.6% year over year. Institutional investors own 96.2% of the company’s shares.
• Despite positive earnings and analyst support, Equifax faces a weaker outlook: full-year and fourth-quarter revenue and EPS guidance fell below consensus estimates, while some analysts reduced price targets. Shares opened at $182.48, and the company maintains a $0.56 quarterly dividend.

Valley National Advisers Inc. lifted its position in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 6,777.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 13,755 shares of the credit services provider's stock after buying an additional 13,555 shares during the quarter. Valley National Advisers Inc.'s holdings in Equifax were worth $1,888,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Canada Pension Plan Investment Board acquired a new stake in Equifax during the 2nd quarter valued at $40,028,000. B. Metzler seel. Sohn & Co. AG purchased a new position in Equifax during the second quarter worth $463,000. Tidal Investments LLC increased its position in Equifax by 74.0% during the second quarter. Tidal Investments LLC now owns 59,010 shares of the credit services provider's stock worth $9,366,000 after buying an additional 25,091 shares in the last quarter. Legal & General Group Plc purchased a new position in Equifax during the second quarter worth $107,416,000. Finally, Quantitative Investment Management LLC raised its holdings in shares of Equifax by 460.2% in the second quarter. Quantitative Investment Management LLC now owns 21,518 shares of the credit services provider's stock worth $3,415,000 after acquiring an additional 17,677 shares during the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, exceeding the $2.20 consensus estimate, while revenue reached approximately $1.69 billion and increased 9.6% year over year. Coverage highlighted the company’s margin performance and earnings strength. Equifax Stock Climbs As Q3 Earnings Showcase Margin Power
• Positive Sentiment: Argus Research upgraded EFX from Hold to Buy and set a $200 price target. Wells Fargo and Citi also maintained Buy ratings, while Needham raised its price target, providing additional analyst support. Argus Upgrades Equifax
• Positive Sentiment: The stock has gained nearly 35% in October, its strongest monthly performance in available TradingView data, reflecting renewed investor enthusiasm following the earnings release. Equifax Goes From Its Worst Month on Record to Its Best
• Neutral Sentiment: Equifax Canada reported that one in four small-business owners have personally guaranteed business financing with homes or other assets. The survey underscores continued demand for credit information but also signals financial pressure among borrowers. Equifax Canada Small Business Survey
• Negative Sentiment: Full-year 2026 revenue guidance of $6.6 billion to $6.7 billion is below the $6.7 billion consensus, while fourth-quarter revenue guidance of $1.6 billion and EPS guidance of $2.07 to $2.17 trail estimates of $1.7 billion and $2.21, respectively. The weaker outlook is likely the main reason for the latest pressure on the shares.
• Negative Sentiment: Analysts reduced fair-value expectations after trimming mortgage-growth forecasts, adding valuation pressure following the sharp October rally. Equifax Fair Value Cut

Insider Activity

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the firm's stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $187.96, for a total transaction of $845,820.00. Following the sale, the executive vice president owned 69,055 shares in the company, valued at $12,979,577.80. This trade represents a 6.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on EFX. The Goldman Sachs Group reissued a "neutral" rating on shares of Equifax in a report on Tuesday. Credit Suisse Group set a $160.00 price objective on Equifax in a research note on Wednesday, September 30th. Rothschild & Co Redburn upgraded Equifax from a "neutral" rating to a "buy" rating and lifted their price objective for the stock from $214.00 to $235.00 in a research report on Friday, August 21st. Barclays cut their target price on shares of Equifax from $200.00 to $155.00 and set an "equal weight" rating for the company in a research note on Friday, October 2nd. Finally, Robert W. Baird cut their target price on shares of Equifax from $245.00 to $232.00 and set an "outperform" rating for the company in a research note on Wednesday, July 22nd. Fifteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $200.00.

Equifax Stock Performance

Shares of EFX opened at $182.48 on Friday. Equifax, Inc. has a 1 year low of $137.01 and a 1 year high of $238.94. The company's 50 day simple moving average is $166.93 and its 200 day simple moving average is $170.01. The company has a market capitalization of $21.35 billion, a price-to-earnings ratio of 29.48, a PEG ratio of 1.87 and a beta of 1.35. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.60 and a current ratio of 1.09.

Equifax (NYSE:EFX - Get Free Report) last released its earnings results on Tuesday, October 20th. The credit services provider reported $2.26 EPS for the quarter, topping the consensus estimate of $2.20 by $0.06. The firm had revenue of $1.69 billion during the quarter, compared to analysts' expectations of $1.69 billion. Equifax had a net margin of 11.27% and a return on equity of 22.48%. Equifax's revenue for the quarter was up 9.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.04 EPS. On average, sell-side analysts predict that Equifax, Inc. will post 8.50 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Monday, August 31st. Equifax's dividend payout ratio is currently 36.19%.

About Equifax

Equifax Inc NYSE: EFX is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.

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