Texas Capital Bank Wealth Management Services Inc Has $1.89 Million Stake in Equifax, Inc. $EFX

Key Points

• Texas Capital Bank Wealth Management Services boosted its Equifax stake by 554.1% in the fourth quarter, ending with 8,706 shares valued at about $1.89 million.
• Equifax reported better-than-expected first-quarter results, with EPS of $1.86 and revenue of $1.65 billion, both ahead of analyst estimates, while revenue rose 14.3% year over year.
• The company also declared a quarterly dividend of $0.56 per share, and analysts remain generally positive with a consensus rating of Moderate Buy and an average price target of $226.67.

Texas Capital Bank Wealth Management Services Inc grew its holdings in Equifax, Inc. (NYSE:EFX - Free Report) by 554.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,706 shares of the credit services provider's stock after buying an additional 7,375 shares during the period. Texas Capital Bank Wealth Management Services Inc's holdings in Equifax were worth $1,889,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Cullen Frost Bankers Inc. acquired a new stake in shares of Equifax in the fourth quarter valued at approximately $25,000. Lodestone Wealth Management LLC acquired a new stake in shares of Equifax in the fourth quarter valued at approximately $29,000. True Wealth Design LLC lifted its position in shares of Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider's stock valued at $32,000 after buying an additional 58 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equifax in the third quarter valued at approximately $34,000. Finally, State of Wyoming acquired a new stake in shares of Equifax in the second quarter valued at approximately $34,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Equifax

In other news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the transaction, the chief executive officer owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company's stock.

Equifax Price Performance

Shares of NYSE EFX opened at $163.84 on Thursday. The stock has a market capitalization of $19.51 billion, a PE ratio of 28.85, a P/E/G ratio of 1.21 and a beta of 1.35. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The business has a fifty day moving average price of $175.49 and a two-hundred day moving average price of $196.42. Equifax, Inc. has a fifty-two week low of $156.47 and a fifty-two week high of $275.91.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion during the quarter, compared to analysts' expectations of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The company's quarterly revenue was up 14.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.53 EPS. 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 predict that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be issued a $0.56 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.4%. Equifax's payout ratio is currently 39.44%.

Analyst Ratings Changes

EFX has been the subject of a number of recent analyst reports. Mizuho initiated coverage on Equifax in a research report on Thursday, April 16th. They issued an "outperform" rating and a $222.00 price objective for the company. Royal Bank Of Canada set a $220.00 price target on Equifax in a report on Thursday, February 5th. Argus upgraded Equifax to a "hold" rating in a research note on Monday, March 2nd. Barclays reduced their price target on Equifax from $240.00 to $215.00 and set an "equal weight" rating for the company in a research note on Thursday, February 5th. Finally, Stifel Nicolaus reduced their price target on Equifax from $253.00 to $235.00 and set a "buy" rating for the company in a research note on Thursday, February 5th. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $226.67.

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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