NEOS Investment Management LLC Has $3.33 Million Holdings in Equifax, Inc. $EFX

NEOS Investment Management LLC grew its holdings in Equifax, Inc. (NYSE:EFX) by 48.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,983 shares of the credit services provider’s stock after purchasing an additional 4,240 shares during the quarter. NEOS Investment Management LLC’s holdings in Equifax were worth $3,331,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Country Trust Bank bought a new stake in shares of Equifax in the second quarter worth about $26,000. Caldwell Trust Co bought a new stake in shares of Equifax in the second quarter worth $33,000. Spire Wealth Management grew its stake in Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after purchasing an additional 58 shares in the last quarter. State of Wyoming acquired a new position in Equifax during the second quarter worth $34,000. Finally, NewSquare Capital LLC increased its stake 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 last quarter. 96.20% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

EFX has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Bank of America started coverage on Equifax in a report on Tuesday. They issued a “buy” rating and a $250.00 price objective for the company. Barclays cut their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research report on Thursday, February 5th. 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 research report on Thursday, February 5th. Finally, JPMorgan Chase & Co. reduced their price target on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $240.33.

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 230,506 shares of the company’s stock, valued at $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Jamil Farshchi sold 6,213 shares of Equifax stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the sale, the executive vice president owned 41,036 shares in the company, valued at approximately $8,035,259.16. This represents a 13.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 45,171 shares of company stock valued at $9,079,441 over the last quarter. Corporate insiders own 1.40% of the company’s stock.

Equifax Price Performance

Shares of NYSE:EFX opened at $195.33 on Friday. Equifax, Inc. has a one year low of $166.02 and a one year high of $281.03. 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 company has a market cap of $23.91 billion, a price-to-earnings ratio of 36.72, a PEG ratio of 1.44 and a beta of 1.55. The firm has a 50 day simple moving average of $209.76 and a 200 day simple moving average of $224.57.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the prior year, the business earned $2.12 earnings per share. The company’s revenue for the quarter was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Research analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

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.