National Pension Service Grows Stock Holdings in Equifax, Inc. $EFX

National Pension Service boosted its position in Equifax, Inc. (NYSE:EFX) by 10.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 202,563 shares of the credit services provider’s stock after acquiring an additional 19,885 shares during the period. National Pension Service’s holdings in Equifax were worth $43,952,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cullen Frost Bankers Inc. purchased a new stake in Equifax in the 4th quarter worth approximately $25,000. Lodestone Wealth Management LLC purchased a new stake in Equifax in the 4th quarter worth approximately $29,000. True Wealth Design LLC grew its stake in Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 58 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in Equifax in the 3rd quarter worth approximately $34,000. Finally, State of Wyoming purchased a new stake in Equifax in the 2nd quarter worth approximately $34,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have commented on EFX. Barclays lowered their target price on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday, February 5th. Royal Bank Of Canada set a $220.00 target price on shares of Equifax in a research note on Thursday, February 5th. Jefferies Financial Group decreased their price target on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Needham & Company LLC reiterated a “buy” rating and issued a $265.00 price target on shares of Equifax in a report on Wednesday, April 22nd. Finally, Citigroup decreased their price target on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $226.67.

Insiders Place Their Bets

In other news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Equifax Stock Performance

NYSE:EFX opened at $165.86 on Monday. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. The firm has a market capitalization of $19.75 billion, a price-to-earnings ratio of 29.20, a PEG ratio of 1.23 and a beta of 1.32. The firm’s fifty day simple moving average is $174.66 and its 200 day simple moving average is $195.81. Equifax, Inc. has a twelve month low of $156.47 and a twelve month high of $275.91.

Equifax (NYSE:EFX) last issued its quarterly earnings data 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. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the previous year, the business posted $1.53 EPS. The firm’s revenue was up 14.3% compared to the same quarter last year. 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 research analysts expect that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Announces Dividend

The company 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 is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.4%. Equifax’s payout ratio is currently 39.44%.

About Equifax

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.