Equifax, Inc. $EFX Shares Purchased by BI Asset Management Fondsmaeglerselskab A S

Key Points

• BI Asset Management increased its Equifax stake by 263.2% in Q1, ending with 17,356 shares valued at about $3.1 million. Several other major institutional investors also raised their positions, and hedge funds/institutions now own 96.2% of the stock.
• Equifax executives sold shares recently: EVP Chad M. Borton sold 2,455 shares and CEO Mark W. Begor sold 37,791 shares, both under pre-arranged Rule 10b5-1 trading plans. Company insiders currently hold 1.7% of the company.
• Equifax reported stronger-than-expected quarterly results, with EPS of $1.86 versus $1.69 expected and revenue up 14.3% year over year. The company also reaffirmed guidance for Q2 2026 and FY 2026, while analysts maintain a Moderate Buy consensus with an average price target of $225.28.

BI Asset Management Fondsmaeglerselskab A S grew its position in Equifax, Inc. (NYSE:EFX - Free Report) by 263.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 17,356 shares of the credit services provider's stock after purchasing an additional 12,578 shares during the period. BI Asset Management Fondsmaeglerselskab A S's holdings in Equifax were worth $3,125,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in EFX. Norges Bank acquired a new position in shares of Equifax during the fourth quarter worth approximately $275,635,000. Massachusetts Financial Services Co. MA increased its position in Equifax by 35.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider's stock valued at $942,676,000 after acquiring an additional 1,145,921 shares during the period. Brown Advisory Inc. raised its stake in Equifax by 57.2% during the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider's stock valued at $609,693,000 after acquiring an additional 1,022,819 shares in the last quarter. Van ECK Associates Corp boosted its position in Equifax by 105.5% during the 4th quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider's stock worth $347,909,000 after acquiring an additional 823,116 shares during the period. Finally, Goldman Sachs Group Inc. boosted its position in Equifax by 91.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider's stock worth $317,688,000 after acquiring an additional 697,403 shares during the period. Institutional investors and hedge funds own 96.20% of the company's stock.

Insider Activity

In related 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 sale, 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 ownership of the stock. The transaction was disclosed in a document filed 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 stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares of the company's stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their ownership of the stock. 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.

Analyst Ratings Changes

A number of research analysts have recently commented on EFX shares. BNP Paribas Exane lowered their price target on Equifax from $195.00 to $185.00 and set a "neutral" rating on the stock in a report on Thursday, June 18th. Jefferies Financial Group reduced their price objective on shares of Equifax from $240.00 to $220.00 and set a "buy" rating for the company in a report on Friday, April 17th. UBS Group increased their target price on shares of Equifax from $212.00 to $215.00 and gave the company a "buy" rating in a research report on Tuesday, June 16th. The Goldman Sachs Group raised their target price on shares of Equifax from $192.00 to $200.00 and gave the company a "neutral" rating in a research note on Wednesday, April 22nd. Finally, Mizuho initiated coverage on shares of Equifax in a research report on Thursday, April 16th. They set an "outperform" rating and a $222.00 price target on the stock. 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, the company presently has a consensus rating of "Moderate Buy" and an average price target of $225.28.

Equifax Stock Down 0.2%

Shares of EFX stock opened at $153.59 on Tuesday. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $275.91. 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 business's fifty day moving average is $170.23 and its 200-day moving average is $190.79. The stock has a market cap of $18.29 billion, a PE ratio of 27.04, a price-to-earnings-growth ratio of 1.14 and a beta of 1.32.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the prior year, the firm posted $1.53 earnings per share. The company's revenue was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities analysts expect that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were issued a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax's dividend payout ratio is presently 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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