98,647 Equifax, Inc. $EFX Shares Sold by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners reduced its Equifax stake by 93.8% in the third quarter, selling 98,647 shares and retaining 6,502 shares valued at approximately $892,000.
• Institutional ownership remains high at 96.2%, with several major investors—including Legal & General, Bank of New York Mellon, and Canada Pension Plan Investment Board—recently establishing or expanding positions.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $203.15, while Equifax reported better-than-expected quarterly earnings, 10.6% year-over-year revenue growth, and a $0.56 quarterly dividend.

Curated Wealth Partners LLC decreased its holdings in Equifax, Inc. (NYSE:EFX - Free Report) by 93.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor 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 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of EFX. Canada Pension Plan Investment Board bought a new position in shares of Equifax in the 2nd quarter worth $40,028,000. B. Metzler seel. Sohn & Co. AG bought a new stake in Equifax during the second quarter valued at about $463,000. Bank of New York Mellon Corp bought a new stake in Equifax during the second quarter valued at about $92,523,000. Legal & General Group Plc bought a new stake in Equifax during the second quarter valued at about $107,416,000. Finally, Quantitative Investment Management LLC grew its stake in Equifax by 460.2% in the second quarter. Quantitative Investment Management LLC now owns 21,518 shares of the credit services provider's stock valued at $3,415,000 after purchasing an additional 17,677 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on EFX. The Goldman Sachs Group set a $148.00 target price on Equifax in a research note on Friday, October 2nd. Deutsche Bank Aktiengesellschaft set a $208.00 price target on shares of Equifax and gave the company a "buy" rating in a research report on Wednesday, July 22nd. Mizuho decreased their price target on shares of Equifax from $222.00 to $210.00 and set an "outperform" rating for the company in a research report on Thursday, July 2nd. UBS Group restated a "buy" rating and issued a $220.00 price target on shares of Equifax in a report on Wednesday, July 8th. Finally, Citigroup cut their price objective on shares of Equifax from $238.00 to $220.00 and set a "buy" rating on the stock in a research report on Wednesday, July 22nd. Fifteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $203.15.

Equifax Stock Performance

Shares of EFX stock opened at $161.28 on Friday. The business's fifty day simple moving average is $167.95 and its 200-day simple moving average is $170.22. The company has a market cap of $18.95 billion, a PE ratio of 28.34, a PEG ratio of 1.57 and a beta of 1.35. 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.

Equifax (NYSE:EFX - Get Free Report) last issued 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 firm had revenue of $1.70 billion during the quarter, compared to analyst estimates of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%. The business's revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Analysts expect that Equifax, Inc. will post 8.53 earnings per share for the current fiscal year.

Equifax Announces Dividend

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 $0.56 dividend. 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 dividend payout ratio (DPR) is 39.37%.

Insider Transactions at Equifax

In other news, EVP John Gamble sold 4,500 shares of the business's stock in a transaction dated 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 approximately $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 dated Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the sale, the chief executive officer owned 271,890 shares in the company, valued at $46,808,582.40. The trade was a 12.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company's stock.

Equifax Company 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.

Want to see what other hedge funds are holding EFX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Equifax, Inc. (NYSE:EFX - Free Report).

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.