Equifax, Inc. $EFX Shares Sold by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC lowered its stake in Equifax, Inc. (NYSE:EFX) by 3.0% during the fourth quarter, HoldingsChannel reports. The firm owned 115,223 shares of the credit services provider’s stock after selling 3,555 shares during the quarter. TimesSquare Capital Management LLC’s holdings in Equifax were worth $25,001,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of the stock. Massachusetts Financial Services Co. MA grew its holdings in Equifax by 35.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after acquiring an additional 1,145,921 shares during the period. Vanguard Group Inc. increased its holdings in Equifax by 2.1% in the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after buying an additional 316,048 shares in the last quarter. Spear Holdings RSC Ltd purchased a new position in Equifax in the third quarter valued at about $76,754,000. AQR Capital Management LLC increased its holdings in Equifax by 956.5% in the third quarter. AQR Capital Management LLC now owns 328,592 shares of the credit services provider’s stock valued at $84,248,000 after buying an additional 297,489 shares in the last quarter. Finally, Barclays PLC increased its holdings in Equifax by 121.6% in the third quarter. Barclays PLC now owns 540,896 shares of the credit services provider’s stock valued at $138,756,000 after buying an additional 296,816 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Stock Down 2.1%

EFX opened at $160.78 on Wednesday. The business’s fifty day moving average is $178.71 and its two-hundred day moving average is $198.32. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The company has a market cap of $19.14 billion, a price-to-earnings ratio of 28.31, a PEG ratio of 1.23 and a beta of 1.35. Equifax, Inc. has a one year low of $156.47 and a one year high of $281.02.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The company had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.Equifax’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same period in the previous year, the business earned $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. Analysts anticipate that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

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

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares in the company, valued at $46,846,252. This represents a 12.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the sale, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. 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. Insiders have sold 44,746 shares of company stock worth $7,822,808 over the last three months. 1.70% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have issued reports on EFX shares. Jefferies Financial Group dropped their target price on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a report on Friday, April 17th. Stifel Nicolaus dropped their target price on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Wells Fargo & Company decreased their target price on Equifax from $240.00 to $230.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Bank of America decreased their target price on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Morgan Stanley decreased their target price on Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Thirteen equities research 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 presently has an average rating of “Moderate Buy” and a consensus target price of $226.67.

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.