Equifax, Inc. $EFX Shares Sold by Universal Beteiligungs und Servicegesellschaft mbH

Key Points

• CEO Mark W. Begor sold 37,791 shares for about $7.63M (a 14.09% drop in his ownership), and insiders have sold 49,671 shares worth ~$9.96M over the past 90 days, leaving insiders with 1.7% of the stock.
• Institutional shifts: Universal Beteiligungs reduced its stake by 14.8% to 89,710 shares (~$19.6M), while large managers like Massachusetts Financial Services (+35.8% to 4.34M shares) and Vanguard (15.28M shares) hold substantial positions — institutional investors own 96.20% of Equifax.
• Strong results and payout bump: Equifax topped quarterly estimates (EPS $1.86 vs $1.69; revenue $1.65B), provided FY2026 guidance of 8.34–8.74 EPS, and raised its quarterly dividend to $0.56 (annualized yield ~1.3%).

Universal Beteiligungs und Servicegesellschaft mbH decreased its holdings in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 14.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 89,710 shares of the credit services provider's stock after selling 15,558 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.07% of Equifax worth $19,597,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of EFX. Massachusetts Financial Services Co. MA grew its holdings in shares of 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 worth $942,676,000 after acquiring an additional 1,145,921 shares during the period. Vanguard Group Inc. grew its holdings in shares of Equifax by 2.1% in the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider's stock worth $3,920,535,000 after acquiring an additional 316,048 shares during the period. Spear Holdings RSC Ltd acquired a new stake in shares of Equifax in the 3rd quarter worth approximately $76,754,000. AQR Capital Management LLC grew its holdings in shares of Equifax by 956.5% in the 3rd quarter. AQR Capital Management LLC now owns 328,592 shares of the credit services provider's stock worth $84,248,000 after acquiring an additional 297,489 shares during the period. Finally, Barclays PLC grew its holdings in shares of Equifax by 121.6% in the 3rd quarter. Barclays PLC now owns 540,896 shares of the credit services provider's stock worth $138,756,000 after acquiring an additional 296,816 shares during the period. Institutional investors and hedge funds own 96.20% of the company's stock.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the transaction, the chief executive officer directly owned 230,506 shares in the company, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the transaction, the executive vice president owned 58,921 shares in the company, valued at $11,532,018.12. This trade represents a 7.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 49,671 shares of company stock worth $9,960,181. 1.70% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Oppenheimer lowered their price target on Equifax from $271.00 to $266.00 and set an "outperform" rating on the stock in a report on Monday, January 12th. Weiss Ratings restated a "hold (c)" rating on shares of Equifax in a report on Monday, December 29th. BMO Capital Markets set a $195.00 price target on Equifax in a report on Thursday, February 5th. The Goldman Sachs Group upped their price target on Equifax from $192.00 to $200.00 and gave the stock a "neutral" rating in a report on Wednesday. Finally, UBS Group reduced their target price on Equifax from $245.00 to $220.00 and set a "buy" rating on the stock in a research note on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat, Equifax currently has a consensus rating of "Moderate Buy" and an average price target of $231.00.

Equifax Price Performance

EFX stock opened at $172.54 on Friday. Equifax, Inc. has a 1 year low of $166.02 and a 1 year high of $281.03. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.60 and a current ratio of 0.61. The stock's 50 day moving average price is $188.39 and its 200 day moving average price is $205.16. The firm has a market cap of $20.54 billion, a P/E ratio of 30.38, a PEG ratio of 1.31 and a beta of 1.56.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts' consensus estimates of $1.69 by $0.17. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business's revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter in the prior year, the company 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, sell-side analysts expect that Equifax, Inc. will post 8.58 earnings per share for the current fiscal year.

Equifax Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.3%. This is a boost from Equifax's previous quarterly dividend of $0.50. The ex-dividend date was Monday, March 9th. Equifax's dividend payout ratio (DPR) is currently 39.44%.

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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