Bank of New York Mellon Corp Sells 266,231 Shares of Equifax, Inc. $EFX

Key Points

• Bank of New York Mellon cut its Equifax stake by 27.9% in the fourth quarter, selling 266,231 shares and leaving it with 687,707 shares valued at about $149.2 million.
• Equifax reported better-than-expected quarterly results, posting EPS of $1.86 versus $1.69 expected and revenue of $1.65 billion versus $1.61 billion estimated, while raising guidance for Q2 2026 and FY 2026.
• Analysts remain cautiously positive: the stock has a Moderate Buy consensus rating with a $226.67 target price, even as several firms trimmed their price objectives and insiders recently sold shares.

Bank of New York Mellon Corp lowered its position in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 27.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 687,707 shares of the credit services provider's stock after selling 266,231 shares during the quarter. Bank of New York Mellon Corp owned about 0.56% of Equifax worth $149,219,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Cullen Frost Bankers Inc. acquired a new position in shares of Equifax during the fourth quarter valued at about $25,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of Equifax during the third quarter valued at about $34,000. State of Wyoming acquired a new position in shares of Equifax during the second quarter valued at about $34,000. Lodestone Wealth Management LLC acquired a new position in shares of Equifax during the fourth quarter valued at about $29,000. Finally, True Wealth Design LLC raised its holdings in shares of Equifax by 64.4% during the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider's stock valued at $32,000 after purchasing an additional 58 shares during the period. Institutional investors own 96.20% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Robert W. Baird dropped their price objective on shares of Equifax from $250.00 to $245.00 and set an "outperform" rating on the stock in a report on Wednesday, April 22nd. Bank of America lowered their target price on shares of Equifax from $250.00 to $225.00 and set a "buy" rating on the stock in a report on Tuesday, May 19th. Mizuho assumed coverage on shares of Equifax in a report on Thursday, April 16th. They issued an "outperform" rating and a $222.00 target price on the stock. BNP Paribas Exane lowered their target price on shares of Equifax from $210.00 to $195.00 and set a "neutral" rating on the stock in a report on Monday, April 27th. Finally, Argus upgraded shares of Equifax to a "hold" rating in a report on Monday, March 2nd. Thirteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $226.67.

Insider Buying and Selling

In other news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the transaction, the executive vice president directly owned 29,518 shares of the company's stock, valued at $5,132,885.02. This represents a 7.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the firm's stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the transaction, the chief executive officer directly owned 271,730 shares of the company's stock, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Equifax Trading Up 0.6%

NYSE:EFX opened at $171.97 on Friday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The firm has a market cap of $20.48 billion, a price-to-earnings ratio of 30.28, a price-to-earnings-growth ratio of 1.28 and a beta of 1.32. Equifax, Inc. has a 52 week low of $156.47 and a 52 week high of $275.91. The firm has a 50-day moving average price of $174.30 and a two-hundred day moving average price of $194.64.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company's revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter last year, the business posted $1.53 EPS. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities analysts expect that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be given a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax's dividend payout ratio is currently 39.44%.

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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