OMERS ADMINISTRATION Corp Purchases Shares of 6,533 Equifax, Inc. $EFX

Key Points

• OMERS Administration Corp. bought 6,533 Equifax shares in the second quarter, valued at approximately $1.04 million. Institutional investors collectively own 96.2% of the company.
• Analysts maintain a generally positive outlook, with 14 Buy ratings and six Holds; Equifax has a consensus rating of “Moderate Buy” and an average price target of $216.89.
• Equifax exceeded quarterly EPS expectations, reporting $2.25 versus the $2.20 consensus, while revenue rose 10.6% year over year to $1.70 billion. The company also declared a quarterly dividend of $0.56 per share, yielding about 1.2%.

OMERS ADMINISTRATION Corp purchased a new position in Equifax, Inc. (NYSE:EFX - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 6,533 shares of the credit services provider's stock, valued at approximately $1,037,000.

A number of other large investors have also modified their holdings of the business. BlackRock Inc. purchased a new stake in Equifax during the 2nd quarter worth approximately $1,491,357,000. State Street Corp raised its holdings in shares of Equifax by 1.3% in the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider's stock worth $1,097,147,000 after buying an additional 66,289 shares during the last quarter. Soroban Capital Partners LP raised its holdings in shares of Equifax by 310.5% in the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider's stock worth $753,515,000 after buying an additional 3,165,120 shares during the last quarter. Brown Advisory Inc. lifted its stake in shares of Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider's stock worth $609,693,000 after buying an additional 1,022,819 shares during the period. Finally, Bank of America Corp DE grew its holdings in shares of Equifax by 36.5% during the first quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider's stock valued at $379,490,000 after buying an additional 563,880 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on EFX shares. BNP Paribas Exane reduced their target price on Equifax from $195.00 to $185.00 and set a "neutral" rating for the company in a research note on Thursday, June 18th. Rothschild & Co Redburn upgraded Equifax from a "neutral" rating to a "buy" rating and boosted their price target for the company from $214.00 to $235.00 in a research note on Friday, August 21st. Bank of America cut their price objective on Equifax from $250.00 to $225.00 and set a "buy" rating on the stock in a report on Tuesday, May 19th. Royal Bank Of Canada decreased their target price on Equifax from $222.00 to $194.00 and set an "outperform" rating for the company in a report on Wednesday, July 22nd. Finally, Wells Fargo & Company dropped their target price on Equifax from $220.00 to $212.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 22nd. Fourteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $216.89.

Equifax Price Performance

Shares of EFX opened at $190.60 on Friday. The business's 50-day moving average is $174.70 and its two-hundred day moving average is $178.16. The company has a market capitalization of $22.39 billion, a P/E ratio of 33.50, a P/E/G ratio of 1.53 and a beta of 1.30. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. Equifax, Inc. has a fifty-two week low of $150.74 and a fifty-two week high of $271.84.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The business had revenue of $1.70 billion during the quarter, compared to analysts' expectations of $1.70 billion. During the same quarter in the previous year, the firm posted $2.00 EPS. The company's revenue for the quarter was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Research analysts predict that Equifax, Inc. will post 8.58 earnings per share for the current year.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $0.56 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. Equifax's payout ratio is presently 39.37%.

Insider Activity at Equifax

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

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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