Corient Private Wealth LP Acquires Shares of 18,132 Equifax, Inc. $EFX

Key Points

• Corient Private Wealth acquired 18,132 Equifax shares during the second quarter, valued at approximately $2.88 million. Institutional investors collectively own 96.2% of Equifax.
• Equifax reported quarterly earnings of $2.25 per share, exceeding estimates by $0.05, while revenue rose 10.6% year over year to $1.70 billion. The company issued full-year 2026 EPS guidance of $8.39 to $8.69.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $215.16, despite recent target reductions. Equifax also declared a quarterly dividend of $0.56 per share, yielding 1.2% annually.

Corient Private Wealth LP bought a new position in Equifax, Inc. (NYSE:EFX - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 18,132 shares of the credit services provider's stock, valued at approximately $2,878,000.

Other institutional investors also recently modified their holdings of the company. Cullen Frost Bankers Inc. bought a new stake in Equifax during the fourth quarter worth about $25,000. Ameriflex Group Inc. lifted its holdings in shares of Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider's stock valued at $25,000 after purchasing an additional 98 shares during the last quarter. Reflection Asset Management purchased a new position in shares of Equifax during the fourth quarter valued at approximately $26,000. Kemnay Advisory Services Inc. purchased a new position in shares of Equifax during the fourth quarter valued at approximately $26,000. Finally, Clearstead Trust LLC bought a new stake in shares of Equifax in the 2nd quarter worth approximately $28,000. 96.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Mark W. 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 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 Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company's stock.

Equifax Stock Down 1.6%

Shares of Equifax stock opened at $186.05 on Wednesday. The company has a market cap of $21.86 billion, a price-to-earnings ratio of 32.70, a price-to-earnings-growth ratio of 1.52 and a beta of 1.30. The company's 50 day moving average is $176.87 and its 200 day moving average is $177.94. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92.

Equifax (NYSE:EFX - Get Free Report) last posted its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, topping analysts' consensus estimates of $2.20 by $0.05. The business had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm's revenue was up 10.6% on a year-over-year basis. During the same quarter in the previous year, the firm 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. Research analysts anticipate that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a $0.56 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. Equifax's payout ratio is presently 39.37%.

Analysts Set New Price Targets

Several brokerages have issued reports on EFX. Robert W. Baird decreased their target price on shares of Equifax from $245.00 to $232.00 and set an "outperform" rating for the company in a report on Wednesday, July 22nd. Needham & Company LLC cut their price target on shares of Equifax from $265.00 to $245.00 and set a "buy" rating on the stock in a report on Wednesday, July 22nd. Wells Fargo & Company reduced their price target on shares of Equifax from $220.00 to $212.00 and set an "overweight" rating for the company in a research report on Wednesday, July 22nd. Mizuho decreased their price objective on shares of Equifax from $222.00 to $210.00 and set an "outperform" rating for the company in a report on Thursday, July 2nd. Finally, Citigroup lowered their price objective on Equifax from $238.00 to $220.00 and set a "buy" rating on the stock in a research report on Wednesday, July 22nd. Fifteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Equifax has a consensus rating of "Moderate Buy" and an average price target of $215.16.

Equifax Company Profile

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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