Mitsubishi UFJ Asset Management Co. Ltd. Has $354.01 Million Stake in Equifax, Inc. $EFX

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Equifax, Inc. (NYSE:EFX) by 19.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,380,012 shares of the credit services provider’s stock after purchasing an additional 226,189 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Equifax were worth $354,014,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in EFX. Vanguard Group Inc. grew its position in Equifax by 2.1% during the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after buying an additional 316,048 shares in the last quarter. State Street Corp lifted its position in shares of Equifax by 1.4% in the 2nd quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock worth $1,288,783,000 after acquiring an additional 66,914 shares during the period. Geode Capital Management LLC grew its holdings in shares of Equifax by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock worth $811,650,000 after purchasing an additional 75,627 shares in the last quarter. Generation Investment Management LLP increased its position in shares of Equifax by 6.3% during the third quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock valued at $701,986,000 after purchasing an additional 163,375 shares during the period. Finally, Lazard Asset Management LLC raised its stake in shares of Equifax by 8.9% in the second quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock valued at $447,928,000 after purchasing an additional 140,427 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the completion of the transaction, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. This represents a 7.10% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 49,671 shares of company stock valued at $9,960,181. Company insiders own 1.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on EFX. Barclays decreased their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. The Goldman Sachs Group reduced their price objective on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating for the company in a report on Friday, February 6th. BMO Capital Markets set a $195.00 target price on shares of Equifax in a research note on Thursday, February 5th. Wells Fargo & Company dropped their price target on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, Royal Bank Of Canada set a $220.00 price objective on Equifax in a report on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Equifax has an average rating of “Moderate Buy” and an average price target of $240.33.

Equifax Stock Performance

Shares of NYSE:EFX opened at $198.44 on Thursday. Equifax, Inc. has a twelve month low of $166.02 and a twelve month high of $281.03. The firm has a market cap of $23.87 billion, a PE ratio of 37.30, a price-to-earnings-growth ratio of 1.44 and a beta of 1.55. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. The business has a fifty day moving average of $207.84 and a 200-day moving average of $223.15.

Equifax (NYSE:EFX) last issued 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 business had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. During the same quarter in the prior year, the company earned $2.12 EPS. The firm’s quarterly revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, equities research analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio is 37.59%.

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.