Equifax, Inc. $EFX Holdings Decreased by Shell Asset Management Co.

Shell Asset Management Co. cut its position in shares of Equifax, Inc. (NYSE:EFX) by 35.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,943 shares of the credit services provider’s stock after selling 3,287 shares during the quarter. Shell Asset Management Co.’s holdings in Equifax were worth $1,525,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Country Trust Bank bought a new position in shares of Equifax in the 2nd quarter worth about $26,000. Caldwell Trust Co bought a new position in Equifax in the second quarter worth about $33,000. Spire Wealth Management lifted its holdings in Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after acquiring an additional 58 shares during the last quarter. State of Wyoming acquired a new position in Equifax in the second quarter valued at approximately $34,000. Finally, NewSquare Capital LLC raised its position in shares of Equifax by 98.5% during the 2nd quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock worth $35,000 after purchasing an additional 67 shares during the period. Institutional investors own 96.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on EFX. Robert W. Baird set a $250.00 price objective on Equifax in a research report on Thursday, February 5th. JPMorgan Chase & Co. reduced their price target on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. The Goldman Sachs Group dropped their price objective on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research report on Thursday, February 5th. Finally, Needham & Company LLC decreased their target price on shares of Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $240.33.

Equifax Trading Up 2.4%

Equifax stock opened at $192.64 on Monday. The firm has a 50 day simple moving average of $211.39 and a 200-day simple moving average of $225.66. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.74. The stock has a market capitalization of $23.58 billion, a PE ratio of 36.21, a price-to-earnings-growth ratio of 1.70 and a beta of 1.55. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03.

Equifax (NYSE:EFX) last released its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 19.27% and a net margin of 10.87%.The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period in the prior 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 research analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total value of $1,216,567.53. Following the completion of the transaction, the executive vice president owned 41,036 shares in the company, valued at $8,035,259.16. This trade represents a 13.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 45,171 shares of company stock worth $9,079,441 over the last 90 days. Insiders own 1.40% of the company’s stock.

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.