LGT Group Foundation Sells 60,548 Shares of Equifax, Inc. $EFX

LGT Group Foundation decreased its position in shares of Equifax, Inc. (NYSE:EFX) by 41.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 86,354 shares of the credit services provider’s stock after selling 60,548 shares during the period. LGT Group Foundation owned approximately 0.07% of Equifax worth $21,920,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Norges Bank bought a new position in Equifax during the second quarter valued at approximately $334,521,000. Vanguard Group Inc. raised its holdings in shares of Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after acquiring an additional 316,048 shares in the last quarter. Spear Holdings RSC Ltd bought a new position in shares of Equifax during the 3rd quarter valued at approximately $76,754,000. Barclays PLC boosted its position in shares of Equifax by 121.6% during the 3rd quarter. Barclays PLC now owns 540,896 shares of the credit services provider’s stock valued at $138,756,000 after acquiring an additional 296,816 shares during the last quarter. Finally, Greenhouse Funds LLLP bought a new position in shares of Equifax during the 2nd quarter valued at approximately $59,935,000. 96.20% of the stock is owned by institutional investors.

Equifax Price Performance

Shares of EFX stock opened at $208.28 on Monday. The company has a market capitalization of $25.05 billion, a P/E ratio of 39.15, a P/E/G ratio of 1.54 and a beta of 1.55. The company’s 50-day simple moving average is $206.06 and its two-hundred day simple moving average is $221.05. Equifax, Inc. has a one year low of $166.02 and a one year high of $281.03. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.60.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, beating the consensus estimate of $2.05 by $0.04. The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company’s revenue was up 9.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.12 earnings per share. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. As a group, equities analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a dividend of $0.56 per share. This is a boost from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. Equifax’s dividend payout ratio is presently 37.59%.

Analyst Ratings Changes

Several brokerages recently weighed in on EFX. The Goldman Sachs Group reduced their price target on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Bank of America initiated coverage on shares of Equifax in a research report on Tuesday, February 17th. They set a “buy” rating and a $250.00 price objective for the company. Morgan Stanley reduced their target price on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Wells Fargo & Company decreased their target price on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Finally, Argus raised shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Eleven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $240.33.

Insiders Place Their Bets

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the transaction, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. This trade represents a 14.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the completion of the sale, the executive vice president owned 58,921 shares of the company’s stock, valued at $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 49,671 shares of company stock worth $9,960,181. 1.40% of the stock is currently owned by company 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.