Lansforsakringar Fondforvaltning AB publ Raises Stake in Equifax, Inc. $EFX

Lansforsakringar Fondforvaltning AB publ increased its stake in shares of Equifax, Inc. (NYSE:EFX) by 9.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 42,069 shares of the credit services provider’s stock after buying an additional 3,503 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Equifax were worth $10,792,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Allianz Asset Management GmbH grew its holdings in Equifax by 6.0% during the third quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock valued at $100,703,000 after purchasing an additional 22,302 shares during the period. SteelPeak Wealth LLC grew its stake 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 acquiring an additional 4,998 shares during the period. ZWJ Investment Counsel Inc. grew its stake in shares of Equifax by 18.4% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock worth $45,714,000 after acquiring an additional 27,740 shares during the period. Stevens Capital Management LP purchased a new stake in Equifax in the 2nd quarter worth about $932,000. Finally, Greenhouse Funds LLLP bought a new stake in Equifax in the 2nd quarter valued at about $59,935,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Trading Down 4.6%

Shares of EFX stock opened at $188.40 on Tuesday. The company has a market capitalization of $22.66 billion, a PE ratio of 35.41, a price-to-earnings-growth ratio of 1.46 and a beta of 1.55. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03. The business’s fifty day moving average is $208.72 and its 200 day moving average is $223.65. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60.

Equifax (NYSE:EFX) last announced its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company’s quarterly revenue was up 9.3% compared to the same quarter last year. During the same period in the prior year, the company earned $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, equities research analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have weighed in on EFX shares. JPMorgan Chase & Co. cut their target price on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Stifel Nicolaus dropped their target price on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. The Goldman Sachs Group cut their price target on Equifax from $235.00 to $208.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Finally, UBS Group set a $230.00 price objective on Equifax in a research note on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $240.33.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer directly owned 230,506 shares in the company, valued at $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Jamil Farshchi sold 1,167 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the transaction, the executive vice president directly owned 39,869 shares in the company, valued at $7,968,617.03. The trade was a 2.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 45,171 shares of company stock worth $9,079,441 over the last ninety days. 1.40% of the stock is currently owned by insiders.

Equifax 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.