Rakuten Investment Management Inc. Makes New $3.10 Million Investment in Equifax, Inc. $EFX

Key Points

• Rakuten Investment Management purchased 19,565 Equifax shares worth approximately $3.10 million during the second quarter. Institutional investors collectively own 96.2% of Equifax’s stock.
• Equifax reported quarterly EPS of $2.25, beating estimates by $0.05, while revenue rose 10.6% year over year to $1.70 billion. The company issued fiscal 2026 EPS guidance of $8.39–$8.69.
• Equifax announced a quarterly dividend of $0.56 per share, equivalent to a 1.2% annual yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $216.89, above the reported $194.35 share price.

Rakuten Investment Management Inc. purchased a new stake in Equifax, Inc. (NYSE:EFX - Free Report) during the second quarter, according to its most recent filing with the SEC. The firm purchased 19,565 shares of the credit services provider's stock, valued at approximately $3,102,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. bought a new position in shares of Equifax during the 4th quarter worth approximately $25,000. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider's stock valued at $25,000 after acquiring an additional 98 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new position in Equifax in the fourth quarter worth $26,000. Reflection Asset Management purchased a new stake in shares of Equifax during the 4th quarter valued at $26,000. Finally, State of Wyoming acquired a new stake in shares of Equifax in the 2nd quarter worth $34,000. Hedge funds and other institutional investors own 96.20% of the company's stock.

Equifax Price Performance

Shares of NYSE:EFX opened at $194.35 on Monday. The company has a market cap of $22.83 billion, a PE ratio of 34.16, a price-to-earnings-growth ratio of 1.56 and a beta of 1.30. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The company's 50 day moving average is $175.50 and its 200 day moving average is $178.12. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92.

Equifax (NYSE:EFX - Get Free Report) last issued its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm had revenue of $1.70 billion during the quarter, compared to analysts' expectations of $1.70 billion. During the same quarter last year, the company posted $2.00 earnings per share. The firm's 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, sell-side analysts forecast that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Dividend Announcement

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

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred 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 transaction, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. Mizuho reduced their target price on Equifax from $222.00 to $210.00 and set an "outperform" rating on the stock in a research report on Thursday, July 2nd. Rothschild & Co Redburn raised shares of Equifax from a "neutral" rating to a "buy" rating and increased their price objective for the company from $214.00 to $235.00 in a research report on Friday, August 21st. BMO Capital Markets lowered their target price on shares of Equifax from $195.00 to $179.00 and set a "market perform" rating for the company in a research note on Monday, July 13th. Deutsche Bank Aktiengesellschaft set a $208.00 target price on shares of Equifax in a research report on Wednesday, July 22nd. Finally, Morgan Stanley decreased their price target on shares of Equifax from $243.00 to $225.00 and set an "overweight" rating for the company in a report on Wednesday, July 22nd. Fourteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Equifax currently has an average rating of "Moderate Buy" and an average price target of $216.89.

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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