Equifax, Inc. $EFX Shares Sold by Vontobel Holding Ltd.

Key Points

• Vontobel Holding sharply reduced its Equifax stake by 96.7% in the third quarter, selling 110,839 shares and retaining 3,831 shares valued at approximately $526,000. Institutional investors still own 96.2% of Equifax.
• Equifax beat third-quarter earnings expectations: Adjusted EPS was $2.26 versus the $2.20 consensus, while revenue rose 9.6% year over year to $1.69 billion. Growth in information solutions and workforce businesses helped offset ongoing mortgage-market weakness.
• The company lowered its 2026 revenue guidance amid persistent mortgage headwinds, contributing to mixed analyst sentiment. Equifax maintains a “Moderate Buy” consensus rating, with an average price target of $199.52.

Vontobel Holding Ltd. lessened its holdings in Equifax, Inc. (NYSE:EFX - Free Report) by 96.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,831 shares of the credit services provider's stock after selling 110,839 shares during the period. Vontobel Holding Ltd.'s holdings in Equifax were worth $526,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. V Square Quantitative Management LLC boosted its stake in shares of Equifax by 18.1% during the 3rd quarter. V Square Quantitative Management LLC now owns 2,648 shares of the credit services provider's stock worth $363,000 after acquiring an additional 406 shares during the last quarter. Mitchell & Pahl Private Wealth LLC grew its position in shares of Equifax by 12.9% during the 3rd quarter. Mitchell & Pahl Private Wealth LLC now owns 4,752 shares of the credit services provider's stock valued at $652,000 after acquiring an additional 543 shares during the period. B. Riley Wealth Advisors Inc. grew its position in shares of Equifax by 9.1% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 2,524 shares of the credit services provider's stock valued at $346,000 after acquiring an additional 211 shares during the period. GK Wealth Management LLC purchased a new stake in shares of Equifax in the 3rd quarter worth $42,000. Finally, GAMMA Investing LLC increased its stake in shares of Equifax by 9.4% in the 3rd quarter. GAMMA Investing LLC now owns 2,767 shares of the credit services provider's stock worth $380,000 after purchasing an additional 237 shares in the last quarter. Institutional investors own 96.20% of the company's stock.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q3 earnings beat expectations: Adjusted EPS was $2.26, above the $2.20 analyst consensus and up from $2.04 a year earlier. Revenue reached $1.693 billion, essentially in line with estimates and 9.6% higher year over year. Equifax earnings results
• Positive Sentiment: Diversified businesses remained strong: U.S. Information Solutions revenue increased 13%, International revenue rose 9%, and Workforce Solutions grew 7%. Diversified markets revenue advanced approximately 8%, helping offset mortgage-related weakness. Equifax third-quarter results
• Positive Sentiment: Profitability and AI initiatives supported the beat: Lower selling, general and administrative expenses helped lift earnings, while management cited artificial-intelligence investments and related efficiency gains as longer-term growth opportunities. Equifax earnings beat and lower SG&A expenses
• Positive Sentiment: Capital returns continued: Equifax returned $158 million to shareholders during the quarter, including $92 million in share repurchases and $66 million in dividends.
• Neutral Sentiment: Mortgage weakness remains the main headwind: Rising interest rates caused U.S. mortgage transaction volumes to weaken late in the quarter. Although mortgage-related revenue had still increased, management expects the difficult market to persist through year-end. Equifax mortgage market update
• Negative Sentiment: Guidance was reduced: Equifax lowered its full-year 2026 reported revenue outlook to $6.646 billion-$6.676 billion, and its fourth-quarter revenue forecast of $1.605 billion-$1.635 billion was viewed as below some expectations. A lower Mizuho price target, reduced to $185 from $210 while maintaining an Outperform rating, also limits near-term upside.

Analyst Ratings Changes

A number of equities analysts recently commented on EFX shares. Oppenheimer cut Equifax from an "outperform" rating to a "market perform" rating in a report on Friday. Needham & Company LLC cut their price target on Equifax from $245.00 to $190.00 and set a "buy" rating for the company in a report on Tuesday, October 13th. Weiss Ratings raised Equifax from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, August 13th. UBS Group restated a "buy" rating and issued a $220.00 price target on shares of Equifax in a research report on Wednesday, July 8th. Finally, Morgan Stanley decreased their price objective on Equifax from $225.00 to $205.00 and set an "overweight" rating on the stock in a research note on Tuesday, October 13th. Fourteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $199.52.

Insiders Place Their Bets

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

Equifax Price Performance

Shares of NYSE:EFX opened at $177.12 on Wednesday. The company has a market capitalization of $20.81 billion, a P/E ratio of 31.13, a P/E/G ratio of 1.66 and a beta of 1.35. Equifax, Inc. has a 1-year low of $137.01 and a 1-year high of $238.94. The firm's 50 day simple moving average is $166.97 and its two-hundred day simple moving average is $169.93. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.20 by $0.06. The firm had revenue of $1.69 billion during the quarter, compared to analysts' expectations of $1.69 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The company's revenue for the quarter was up 9.6% compared to the same quarter last year. During the same period in the prior year, the company posted $2.04 earnings per share. Research analysts expect that Equifax, Inc. will post 8.50 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Monday, August 31st. Equifax's dividend payout ratio is presently 39.37%.

Equifax Company Profile

Equifax Inc NYSE: EFX is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.

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