Oppenheimer Asset Management Inc. Grows Stock Holdings in Equifax, Inc. $EFX

Key Points

• Oppenheimer Asset Management boosted its stake in Equifax by 39.9% in Q4, buying 9,710 shares to hold 34,056 shares valued at about $7.39 million.
• Equifax beat April-quarter estimates with $1.86 EPS (vs. $1.69 expected) and $1.65B revenue (vs. $1.61B), and set Q2 2026 guidance of $2.150–2.250 EPS and FY2026 guidance of $8.340–8.740 EPS.
• Institutional investors own about 96.2% of the stock, but insiders have sold 87,462 shares (~$16.48M) in the past 90 days; the company also raised its quarterly dividend to $0.56 ($2.24 annualized, ~1.3% yield).

Oppenheimer Asset Management Inc. boosted its holdings in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 39.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,056 shares of the credit services provider's stock after purchasing an additional 9,710 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in Equifax were worth $7,389,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Allianz Asset Management GmbH increased its holdings in shares of Equifax by 6.0% during the 3rd quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider's stock worth $100,703,000 after buying an additional 22,302 shares during the last quarter. Explore Capital Management LLC increased its holdings in shares of Equifax by 34.6% during the 3rd quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider's stock worth $10,500,000 after buying an additional 10,530 shares during the last quarter. SteelPeak Wealth LLC increased its holdings in shares of Equifax by 164.6% during the 3rd quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider's stock worth $2,061,000 after buying an additional 4,998 shares during the last quarter. JPMorgan Chase & Co. boosted its position in shares of Equifax by 27.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider's stock worth $197,018,000 after purchasing an additional 163,866 shares during the period. Finally, Envestnet Asset Management Inc. boosted its position in shares of Equifax by 34.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 383,441 shares of the credit services provider's stock worth $98,364,000 after purchasing an additional 97,347 shares during the period. Hedge funds and other institutional investors own 96.20% of the company's stock.

Equifax Stock Performance

NYSE:EFX opened at $173.92 on Friday. The company has a fifty day simple moving average of $186.72 and a two-hundred day simple moving average of $203.26. The company has a market cap of $20.71 billion, a price-to-earnings ratio of 30.62, a price-to-earnings-growth ratio of 1.30 and a beta of 1.35. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company's quarterly revenue was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, equities analysts anticipate that Equifax, Inc. will post 8.58 earnings per share for the current fiscal year.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. This is a positive change from Equifax's previous quarterly dividend of $0.50. The ex-dividend date was Monday, March 9th. Equifax's payout ratio is presently 39.44%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Jefferies Financial Group lowered their price objective on shares of Equifax from $240.00 to $220.00 and set a "buy" rating for the company in a research report on Friday, April 17th. Wells Fargo & Company lowered their price objective on shares of Equifax from $240.00 to $230.00 and set an "overweight" rating for the company in a research report on Wednesday, April 22nd. Morgan Stanley lowered their price objective on shares of Equifax from $244.00 to $243.00 and set an "overweight" rating for the company in a research report on Wednesday, April 22nd. Argus raised shares of Equifax to a "hold" rating in a research report on Monday, March 2nd. Finally, Mizuho assumed coverage on shares of Equifax in a research report on Thursday, April 16th. They set an "outperform" rating and a $222.00 price objective for the company. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Equifax currently has an average rating of "Moderate Buy" and a consensus price target of $228.88.

Insiders Place Their Bets

In other Equifax news, EVP Jamil Farshchi sold 6,213 shares of the business's stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total value of $1,216,567.53. Following the completion of the transaction, the executive vice president owned 41,036 shares in the company, valued at $8,035,259.16. The trade was a 13.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the business's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction 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. This trade represents a 7.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 87,462 shares of company stock worth $16,475,349 over the last 90 days. Corporate insiders own 1.70% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.