Focus Partners Advisor Solutions LLC Takes $1.08 Million Position in Equifax, Inc. $EFX

Key Points

• Focus Partners Advisor Solutions purchased 6,808 Equifax shares worth approximately $1.08 million during the second quarter. Institutional investors collectively own 96.2% of EFX.
• Analysts maintain a generally positive view, with 13 Buy ratings and six Holds, producing a consensus “Moderate Buy” rating and a $215.79 price target despite several target-price reductions.
• Equifax beat quarterly EPS estimates, reporting $2.25 versus $2.20 expected, while revenue rose 10.6% year over year to $1.70 billion. CEO Mark Begor separately sold 37,791 shares for approximately $6.5 million under a Rule 10b5-1 plan.

Focus Partners Advisor Solutions LLC purchased a new stake in Equifax, Inc. (NYSE:EFX - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 6,808 shares of the credit services provider's stock, valued at approximately $1,081,000.

Other hedge funds have also added to or reduced their stakes in the company. Soroban Capital Partners LP increased its position in shares of Equifax by 310.5% during the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider's stock valued at $753,515,000 after buying an additional 3,165,120 shares during the period. Norges Bank purchased a new position in shares of Equifax during the 4th quarter worth approximately $275,635,000. Brown Advisory Inc. raised its position in shares of Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider's stock worth $609,693,000 after acquiring an additional 1,022,819 shares in the last quarter. Van ECK Associates Corp lifted its stake in shares of Equifax by 105.5% in the 4th quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider's stock valued at $347,909,000 after purchasing an additional 823,116 shares during the period. Finally, Goldman Sachs Group Inc. grew its stake in Equifax by 91.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider's stock worth $317,688,000 after purchasing an additional 697,403 shares during the period. 96.20% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on EFX. Jefferies Financial Group decreased their target price on shares of Equifax from $220.00 to $200.00 and set a "buy" rating for the company in a report on Friday, April 24th. Royal Bank Of Canada reduced their target price on shares of Equifax from $222.00 to $194.00 and set an "outperform" rating for the company in a report on Wednesday, July 22nd. Mizuho lowered their price target on shares of Equifax from $222.00 to $210.00 and set an "outperform" rating on the stock in a report on Thursday, July 2nd. Rothschild & Co Redburn dropped their price objective on Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Finally, Barclays cut their price objective on Equifax from $215.00 to $200.00 and set an "equal weight" rating for the company in a research report on Wednesday, July 22nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Equifax currently has a consensus rating of "Moderate Buy" and a consensus target price of $215.79.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the sale, the chief executive officer directly owned 271,890 shares in the company, valued at approximately $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company's stock.

Equifax Trading Up 0.0%

EFX opened at $180.88 on Monday. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. The stock's 50 day moving average price is $169.94 and its 200-day moving average price is $178.54. Equifax, Inc. has a one year low of $150.74 and a one year high of $271.84. The stock has a market cap of $21.25 billion, a price-to-earnings ratio of 31.79, a P/E/G ratio of 1.45 and a beta of 1.30.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm had revenue of $1.70 billion during the quarter, compared to analyst estimates of $1.70 billion. During the same period last year, the company earned $2.00 EPS. Equifax's quarterly revenue was up 10.6% compared to the same quarter last year. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, equities analysts forecast that Equifax, Inc. will post 8.57 EPS for the current year.

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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