Dimensional Fund Advisors LP Has $212.16 Million Stock Holdings in Equifax, Inc. $EFX

Key Points

• Dimensional Fund Advisors LP increased its position in Equifax by 20% in Q3 and now owns 827,071 shares — about $212.16 million, or 0.68% of the company.
• Equifax beat quarterly expectations (EPS $2.09; revenue $1.55B), gave FY2026 guidance of 8.30–8.70 EPS, and raised its quarterly dividend to $0.56 (annual $2.24, 1.1% yield).
• Insiders have been selling recently (CEO Mark Begor sold 37,791 shares for roughly $7.63M; insiders sold ~49,671 shares worth ~$9.96M in 90 days), while analysts have trimmed targets but the consensus remains a “Moderate Buy” with an average target of $240.33.

Dimensional Fund Advisors LP lifted its position in Equifax, Inc. (NYSE:EFX - Free Report) by 20.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 827,071 shares of the credit services provider's stock after purchasing an additional 137,604 shares during the quarter. Dimensional Fund Advisors LP owned 0.68% of Equifax worth $212,160,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Allianz Asset Management GmbH increased its holdings in Equifax by 6.0% during the 3rd quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider's stock valued at $100,703,000 after purchasing an additional 22,302 shares in the last quarter. Explore Capital Management LLC boosted its stake in Equifax by 34.6% in the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider's stock worth $10,500,000 after purchasing an additional 10,530 shares in the last quarter. SteelPeak Wealth LLC boosted its stake in Equifax by 164.6% in the third quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider's stock worth $2,061,000 after purchasing an additional 4,998 shares in the last quarter. ZWJ Investment Counsel Inc. grew its holdings in shares of Equifax by 18.4% during the third quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider's stock worth $45,714,000 after purchasing an additional 27,740 shares during the last quarter. Finally, Stevens Capital Management LP acquired a new stake in shares of Equifax in the second quarter valued at $932,000. Institutional investors and hedge funds own 96.20% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on EFX. Oppenheimer cut their price target on Equifax from $271.00 to $266.00 and set an "outperform" rating for the company in a report on Monday, January 12th. Morgan Stanley lowered their price objective on shares of Equifax from $269.00 to $244.00 and set an "overweight" rating for the company in a research report on Wednesday, February 4th. Stifel Nicolaus dropped their target price on shares of Equifax from $253.00 to $235.00 and set a "buy" rating for the company in a research note on Thursday, February 5th. Weiss Ratings reiterated a "hold (c)" rating on shares of Equifax in a research report on Monday, December 29th. Finally, Needham & Company LLC decreased their price target on shares of Equifax from $295.00 to $265.00 and set a "buy" rating on the stock in a research note on Thursday, February 5th. Eleven equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Equifax presently has an average rating of "Moderate Buy" and an average target price of $240.33.

Equifax Price Performance

Equifax stock opened at $208.28 on Friday. The business's 50-day simple moving average is $206.06 and its 200 day simple moving average is $221.24. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The stock has a market cap of $25.05 billion, a price-to-earnings ratio of 39.15, a P/E/G ratio of 1.54 and a beta of 1.55. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion during the quarter, compared to analysts' expectations of $1.53 billion. During the same period in the previous year, the business posted $2.12 EPS. The company's quarterly revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. As a group, research analysts anticipate that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Equifax's previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Monday, March 9th. Equifax's payout ratio is presently 37.59%.

Insider Activity at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares of the company's stock, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the company's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the sale, the executive vice president owned 58,921 shares of the company's stock, valued at $11,532,018.12. The trade was a 7.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 49,671 shares of company stock worth $9,960,181 over the last ninety days. Company insiders own 1.40% of the company's stock.

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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