41,700 Shares of Equifax, Inc. $EFX Bought by Kapitalo Investimentos Ltda

Key Points

• Kapitalo Investimentos acquired 41,700 Equifax shares worth approximately $5.7 million, making EFX its 23rd-largest holding. Institutional investors collectively own 96.2% of Equifax.
• Equifax’s third-quarter results beat expectations, with adjusted EPS of $2.26 versus the $2.20 consensus and revenue up 9.6% year over year to $1.69 billion. Growth in information and workforce solutions helped offset mortgage-market weakness.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and average target price of $199.52, but Equifax lowered its 2026 revenue guidance and cited continuing mortgage headwinds.

Kapitalo Investimentos Ltda acquired a new stake in shares of Equifax, Inc. (NYSE:EFX - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 41,700 shares of the credit services provider's stock, valued at approximately $5,723,000. Equifax comprises 0.4% of Kapitalo Investimentos Ltda's holdings, making the stock its 23rd largest position.

A number of other institutional investors have also modified their holdings of EFX. Canada Pension Plan Investment Board acquired a new stake in Equifax during the second quarter worth about $40,028,000. B. Metzler seel. Sohn & Co. AG purchased a new position in Equifax during the second quarter valued at approximately $463,000. Legal & General Group Plc acquired a new position in Equifax in the second quarter valued at approximately $107,416,000. Bank of New York Mellon Corp acquired a new position in Equifax in the second quarter valued at approximately $92,523,000. Finally, Tidal Investments LLC boosted its position in Equifax by 74.0% in the 2nd quarter. Tidal Investments LLC now owns 59,010 shares of the credit services provider's stock worth $9,366,000 after purchasing an additional 25,091 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on EFX. Morgan Stanley dropped their price objective on shares of Equifax from $225.00 to $205.00 and set an "overweight" rating on the stock in a research note on Tuesday, October 13th. BNP Paribas Exane boosted their target price on shares of Equifax from $185.00 to $190.00 and gave the company a "neutral" rating in a research note on Wednesday, July 22nd. Barclays decreased 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. Royal Bank Of Canada lowered their price target on shares of Equifax from $194.00 to $177.00 and set an "outperform" rating on the stock in a report on Friday. Finally, The Goldman Sachs Group restated a "neutral" rating on shares of Equifax in a research report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Equifax has an average rating of "Moderate Buy" and a consensus target price of $199.52.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q3 earnings beat expectations: Adjusted EPS was $2.26, above the $2.20 analyst consensus and up from $2.04 a year earlier. Revenue reached $1.693 billion, essentially in line with estimates and 9.6% higher year over year. Equifax earnings results
• Positive Sentiment: Diversified businesses remained strong: U.S. Information Solutions revenue increased 13%, International revenue rose 9%, and Workforce Solutions grew 7%. Diversified markets revenue advanced approximately 8%, helping offset mortgage-related weakness. Equifax third-quarter results
• Positive Sentiment: Profitability and AI initiatives supported the beat: Lower selling, general and administrative expenses helped lift earnings, while management cited artificial-intelligence investments and related efficiency gains as longer-term growth opportunities. Equifax earnings beat and lower SG&A expenses
• Positive Sentiment: Capital returns continued: Equifax returned $158 million to shareholders during the quarter, including $92 million in share repurchases and $66 million in dividends.
• Neutral Sentiment: Mortgage weakness remains the main headwind: Rising interest rates caused U.S. mortgage transaction volumes to weaken late in the quarter. Although mortgage-related revenue had still increased, management expects the difficult market to persist through year-end. Equifax mortgage market update
• Negative Sentiment: Guidance was reduced: Equifax lowered its full-year 2026 reported revenue outlook to $6.646 billion-$6.676 billion, and its fourth-quarter revenue forecast of $1.605 billion-$1.635 billion was viewed as below some expectations. A lower Mizuho price target, reduced to $185 from $210 while maintaining an Outperform rating, also limits near-term upside.

Equifax Stock Performance

NYSE EFX opened at $177.12 on Wednesday. The stock has a market capitalization of $20.81 billion, a price-to-earnings ratio of 31.13, a PEG ratio of 1.66 and a beta of 1.35. The stock has a 50-day moving average of $166.97 and a 200 day moving average of $169.93. 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 twelve month low of $137.01 and a twelve month high of $238.94.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 EPS for the quarter, beating the consensus estimate of $2.20 by $0.06. The company had revenue of $1.69 billion for the quarter, compared to analyst estimates of $1.69 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%. Equifax's quarterly revenue was up 9.6% compared to the same quarter last year. During the same period last year, the company earned $2.04 earnings per share. Sell-side analysts anticipate that Equifax, Inc. will post 8.50 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders 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 dividend yield of 1.3%. Equifax's dividend payout ratio (DPR) is 39.37%.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. 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 transaction of $6,506,098.56. Following the completion of the transaction, the chief executive officer directly owned 271,890 shares in the company, 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 legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Gamble sold 4,500 shares of the company'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 transaction, the executive vice president owned 69,055 shares of the company's stock, valued at $12,979,577.80. This represents a 6.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.