California State Teachers Retirement System Acquires 30,587,555 Shares of Equifax, Inc. $EFX

Key Points

• California State Teachers Retirement System increased its Equifax stake by 15,465.8%, purchasing 30.6 million additional shares to own about 26.2% of the company, valued at $4.89 billion.
• Equifax reported quarterly earnings of $2.25 per share, topping estimates by $0.05, while revenue rose 10.6% year over year to $1.70 billion. The company issued third-quarter 2026 EPS guidance of $2.15–$2.25 and full-year guidance of $8.39–$8.69.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $215.16, compared with the stock’s reported price of $168.12. Equifax also declared a quarterly dividend of $0.56 per share, yielding approximately 1.3% annually.

California State Teachers Retirement System lifted its stake in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 15,465.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 30,785,331 shares of the credit services provider's stock after buying an additional 30,587,555 shares during the quarter. California State Teachers Retirement System owned about 26.20% of Equifax worth $4,886,248,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock worth $927,000 after purchasing an additional 1,200 shares during the period. Great Lakes Advisors LLC bought a new position in shares of Equifax during the 1st quarter worth about $204,000. Empowered Funds LLC grew its stake in shares of Equifax by 14.6% in the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider's stock valued at $615,000 after buying an additional 321 shares during the period. First Trust Advisors LP increased its position in Equifax by 14.5% in the 2nd quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider's stock valued at $1,979,000 after buying an additional 966 shares in the last quarter. Finally, AXA S.A. raised its stake in Equifax by 699.9% during the 2nd quarter. AXA S.A. now owns 8,671 shares of the credit services provider's stock worth $2,249,000 after buying an additional 7,587 shares during the period. Institutional investors and hedge funds own 96.20% of the company's stock.

Equifax Stock Performance

Shares of EFX opened at $168.12 on Thursday. The firm has a market capitalization of $19.75 billion, a P/E ratio of 29.55, a P/E/G ratio of 1.67 and a beta of 1.31. Equifax, Inc. has a 52 week low of $150.74 and a 52 week high of $271.84. The stock has a 50 day moving average price of $179.28 and a two-hundred day moving average price of $177.34. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60.

Equifax (NYSE:EFX - Get Free Report) last posted its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, beating analysts' consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion for 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 company's revenue for the quarter was up 10.6% on a year-over-year basis. During the same quarter last year, the company earned $2.00 earnings per share. 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 analysts forecast that Equifax, Inc. will post 8.55 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 paid a dividend of $0.56 per share. The ex-dividend date is Monday, August 31st. This represents a $2.24 annualized dividend and a yield of 1.3%. Equifax's dividend payout ratio (DPR) is 39.37%.

Analysts Set New Price Targets

Several brokerages have issued reports on EFX. Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax and gave the stock a "buy" rating in a report on Wednesday, July 22nd. Mizuho lowered their target price on Equifax from $222.00 to $210.00 and set an "outperform" rating on the stock in a research report on Thursday, July 2nd. Barclays cut their target price on Equifax from $215.00 to $200.00 and set an "equal weight" rating on the stock in a report on Wednesday, July 22nd. BMO Capital Markets reduced their price target on shares of Equifax from $195.00 to $179.00 and set a "market perform" rating for the company in a research report on Monday, July 13th. Finally, Rothschild & Co Redburn upgraded shares of Equifax from a "neutral" rating to a "buy" rating and boosted their price target for the company from $214.00 to $235.00 in a research note on Friday, August 21st. Fifteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Equifax presently has an average rating of "Moderate Buy" and a consensus price target of $215.16.

Insiders Place Their Bets

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total transaction of $845,820.00. Following the transaction, the executive vice president directly owned 69,055 shares of the company's stock, valued at $12,979,577.80. The trade was a 6.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Begor sold 37,791 shares of the company's stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the sale, the chief executive officer owned 271,890 shares of the company's stock, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Equifax Company Profile

Equifax Inc NYSE: EFX is a global data, analytics and technology company that provides information solutions to businesses, government agencies and consumers. Its services help organizations assess credit risk, prevent fraud, verify identities, market products and make informed decisions about lending, employment and other transactions.

The company's offerings include consumer and commercial credit reports, credit scores, fraud-prevention and identity-management tools, income and employment verification services, mortgage and housing data, and workforce-management solutions.

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