SHP Wealth Management Purchases New Position in Equifax, Inc. $EFX

SHP Wealth Management acquired a new position in shares of Equifax, Inc. (NYSE:EFX) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,765 shares of the credit services provider’s stock, valued at approximately $1,034,000.

A number of other institutional investors have also recently bought and sold shares of EFX. Norges Bank acquired a new stake in Equifax in the fourth quarter worth $275,635,000. Massachusetts Financial Services Co. MA grew its holdings in shares of Equifax by 35.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after buying an additional 1,145,921 shares during the period. Brown Advisory Inc. grew its holdings in shares of Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after buying an additional 1,022,819 shares during the period. Van ECK Associates Corp increased its position in shares of Equifax by 105.5% in the 4th quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock valued at $347,909,000 after buying an additional 823,116 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its position in shares of Equifax by 91.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock valued at $317,688,000 after buying an additional 697,403 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Trading Up 0.2%

EFX opened at $154.25 on Friday. The stock has a market capitalization of $18.37 billion, a P/E ratio of 27.16, a P/E/G ratio of 1.14 and a beta of 1.32. Equifax, Inc. has a 12 month low of $152.95 and a 12 month high of $275.91. The firm’s fifty day simple moving average is $170.80 and its 200 day simple moving average is $191.31. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the company earned $1.53 EPS. The company’s revenue was up 14.3% on a year-over-year basis. 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, research analysts anticipate that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.44%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. UBS Group lifted their target price on Equifax from $212.00 to $215.00 and gave the stock a “buy” rating in a report on Tuesday. BNP Paribas Exane lowered their price target on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a report on Thursday. Mizuho assumed coverage on Equifax in a research report on Thursday, April 16th. They set an “outperform” rating and a $222.00 price target on the stock. Robert W. Baird cut their price objective on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Finally, Citigroup decreased their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $225.28.

Insider Transactions at Equifax

In related news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the transaction, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed 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 that occurred 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 sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. This represents 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. 1.70% of the stock is currently owned by company insiders.

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.