Equitable Trust Co. Acquires Shares of 43,330 Equifax, Inc. $EFX

Key Points

• Equitable Trust Co. acquired a new stake of 43,330 shares in Equifax (NYSE:EFX) during Q4, valued at about $9.4 million.
• Equifax beat Q1 estimates with EPS $1.86 vs. $1.69 and revenue of $1.65B (up 14.3% YoY), issued Q2 and FY2026 guidance, and raised its quarterly dividend to $0.56.
• Insiders have sold 87,462 shares (~$16.5M) in the last three months while institutional investors hold 96.2% of the stock; analysts maintain a consensus "Moderate Buy" with a ~ $228.88 price target.

Equitable Trust Co. acquired a new stake in shares of Equifax, Inc. (NYSE:EFX - Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 43,330 shares of the credit services provider's stock, valued at approximately $9,402,000.

Several other large investors have also bought and sold shares of the company. Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in Equifax by 2.1% during the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 16,042 shares of the credit services provider's stock valued at $3,481,000 after acquiring an additional 330 shares in the last quarter. QRG Capital Management Inc. boosted its position in Equifax by 196.8% during the 4th quarter. QRG Capital Management Inc. now owns 17,852 shares of the credit services provider's stock valued at $3,873,000 after acquiring an additional 11,837 shares in the last quarter. Vista Capital Partners Inc. bought a new stake in Equifax during the 4th quarter valued at approximately $281,000. Strs Ohio boosted its position in Equifax by 309.6% during the 4th quarter. Strs Ohio now owns 12,123 shares of the credit services provider's stock valued at $2,630,000 after acquiring an additional 9,163 shares in the last quarter. Finally, Horizon Investments LLC boosted its position in Equifax by 3.2% during the 4th quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider's stock valued at $430,000 after acquiring an additional 62 shares in the last quarter. 96.20% of the stock is owned by institutional investors.

Insider Buying and Selling at Equifax

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the business's 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 completion of the transaction, the executive vice president owned 58,921 shares of the company's stock, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jamil Farshchi sold 1,167 shares of the business's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the transaction, the executive vice president directly owned 39,869 shares of the company's stock, valued at approximately $7,968,617.03. This trade represents a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 87,462 shares of company stock worth $16,475,349. Insiders own 1.70% of the company's stock.

Equifax Stock Performance

Shares of EFX opened at $170.13 on Wednesday. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. The business's 50 day moving average price is $186.17 and its 200-day moving average price is $202.66. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The stock has a market cap of $20.26 billion, a P/E ratio of 29.95, a P/E/G ratio of 1.29 and a beta of 1.35.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) 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 for the quarter, compared to analysts' expectations of $1.61 billion. During the same period in the prior year, the firm posted $1.53 EPS. The firm's quarterly 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 research analysts anticipate 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. Shareholders of record on Monday, March 9th were paid a dividend of $0.56 per share. The ex-dividend date was Monday, March 9th. This represents a $2.24 annualized dividend and a yield of 1.3%. This is a positive change from Equifax's previous quarterly dividend of $0.50. Equifax's dividend payout ratio (DPR) is 39.44%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. UBS Group dropped their price target on Equifax from $245.00 to $220.00 and set a "buy" rating on the stock in a research report on Thursday, April 23rd. BNP Paribas Exane dropped their price target on Equifax from $210.00 to $195.00 and set a "neutral" rating on the stock in a research report on Monday, April 27th. Robert W. Baird dropped their price target on Equifax from $250.00 to $245.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 22nd. BMO Capital Markets set a $195.00 price target on Equifax in a research report on Thursday, February 5th. Finally, Jefferies Financial Group dropped their price target on Equifax from $240.00 to $220.00 and set a "buy" rating on the stock in a research report on Friday, April 17th. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $228.88.

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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