155,295 Shares in Equifax, Inc. $EFX Purchased by Meritage Group LP

Key Points

• Meritage Group LP acquired 155,295 Equifax shares worth approximately $24.6 million in the second quarter, giving the fund a 0.13% stake. Institutional investors and hedge funds collectively own 96.2% of Equifax.
• Equifax reported quarterly EPS of $2.25, exceeding estimates by $0.05, while revenue rose 10.6% year over year to $1.70 billion. The company guided for full-year 2026 EPS of $8.39–$8.69.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $216.89, while Equifax declared a quarterly dividend of $0.56 per share, yielding approximately 1.2% annually.

Meritage Group LP purchased a new position in shares of Equifax, Inc. (NYSE:EFX - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 155,295 shares of the credit services provider's stock, valued at approximately $24,648,000. Equifax accounts for approximately 0.9% of Meritage Group LP's investment portfolio, making the stock its 12th largest holding. Meritage Group LP owned about 0.13% of Equifax as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. BlackRock Inc. acquired a new position in shares of Equifax in the 2nd quarter worth approximately $1,491,357,000. Soroban Capital Partners LP boosted its stake in Equifax by 310.5% in 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 buying an additional 3,165,120 shares in the last quarter. Generation Investment Management LLP acquired a new stake in Equifax in the 2nd quarter valued at $290,868,000. Norges Bank bought a new stake in Equifax in the fourth quarter valued at $275,635,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Equifax during the second quarter worth $174,843,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm's stock in a transaction dated 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 in the company, valued at approximately $46,808,582.40. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by corporate insiders.

Equifax Price Performance

Equifax stock opened at $192.98 on Monday. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. The firm has a market cap of $22.67 billion, a P/E ratio of 33.92, a P/E/G ratio of 1.55 and a beta of 1.30. The business's fifty day moving average is $172.16 and its two-hundred day moving average is $177.97. Equifax, Inc. has a 52 week low of $150.74 and a 52 week high of $271.84.

Equifax (NYSE:EFX - Get Free Report) last announced its earnings results 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. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The company had revenue of $1.70 billion for the quarter, compared to analysts' expectations of $1.70 billion. During the same quarter in the prior year, the business earned $2.00 earnings per share. The business's revenue for the quarter 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. Equities research analysts forecast that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued 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 yield of 1.2%. Equifax's dividend payout ratio is currently 39.37%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Weiss Ratings raised Equifax from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, August 13th. Wells Fargo & Company lowered their target price on shares of Equifax from $220.00 to $212.00 and set an "overweight" rating on the stock in a report on Wednesday, July 22nd. UBS Group reiterated a "buy" rating and set a $220.00 target price on shares of Equifax in a research report on Wednesday, July 8th. Bank of America cut their price target on shares of Equifax from $250.00 to $225.00 and set a "buy" rating for the company in a report on Tuesday, May 19th. Finally, Morgan Stanley reduced their price target on shares of Equifax from $243.00 to $225.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Equifax currently has a consensus rating of "Moderate Buy" and a consensus price target of $216.89.

About Equifax

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.

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