Ieq Capital LLC Purchases New Position in Equifax, Inc. $EFX

Ieq Capital LLC acquired a new position in Equifax, Inc. (NYSE:EFX) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 85,221 shares of the credit services provider’s stock, valued at approximately $13,526,000.

A number of other hedge funds have also bought and sold shares of the business. BlackRock Inc. bought a new stake in Equifax during the 2nd quarter valued at $1,491,357,000. Soroban Capital Partners LP boosted its holdings in shares of Equifax by 310.5% in the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock worth $753,515,000 after acquiring an additional 3,165,120 shares during the period. Generation Investment Management LLP bought a new position in shares of Equifax in the second quarter worth $290,868,000. Norges Bank purchased a new position in shares of Equifax in the fourth quarter valued at $275,635,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Equifax during the 2nd quarter valued at $174,843,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the sale, the chief executive officer owned 271,890 shares in the company, valued at approximately $46,808,582.40. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

Equifax Price Performance

Shares of NYSE EFX opened at $192.98 on Friday. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. The firm has a market capitalization of $22.67 billion, a P/E ratio of 33.92, a P/E/G ratio of 1.55 and a beta of 1.30. The stock’s 50-day simple moving average is $172.16 and its two-hundred day simple moving average is $178.12.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.70 billion. During the same period last year, the firm posted $2.00 earnings per share. Equifax’s quarterly revenue was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, equities analysts anticipate that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a $0.56 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. Equifax’s dividend payout ratio is presently 39.37%.

Analyst Ratings Changes

A number of analysts recently issued reports on EFX shares. Weiss Ratings raised Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. Royal Bank Of Canada reduced their target price on Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax in a research report on Wednesday, July 22nd. Robert W. Baird lowered their price target on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Finally, Wells Fargo & Company cut their price objective on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research report on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $216.89.

Equifax Company 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.