Investment Management Corp of Ontario Grows Stake in Equifax, Inc. $EFX

Investment Management Corp of Ontario boosted its position in Equifax, Inc. (NYSE:EFX) by 3.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 155,629 shares of the credit services provider’s stock after purchasing an additional 4,780 shares during the period. Investment Management Corp of Ontario owned approximately 0.13% of Equifax worth $33,768,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the company. Janus Henderson Group PLC lifted its stake in Equifax by 1.6% in the fourth quarter. Janus Henderson Group PLC now owns 15,072 shares of the credit services provider’s stock worth $3,271,000 after purchasing an additional 243 shares during the last quarter. Gotham Asset Management LLC lifted its stake in Equifax by 126.8% in the fourth quarter. Gotham Asset Management LLC now owns 5,907 shares of the credit services provider’s stock worth $1,282,000 after purchasing an additional 3,302 shares during the last quarter. Evolve Private Wealth LLC bought a new stake in Equifax in the fourth quarter worth about $230,000. Engineers Gate Manager LP bought a new stake in Equifax in the fourth quarter worth about $1,357,000. Finally, ClearAlpha Technologies LP bought a new stake in Equifax in the fourth quarter worth about $713,000. Institutional investors own 96.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on EFX. Robert W. Baird decreased their price objective on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a research note on Wednesday, April 22nd. Bank of America decreased their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Tuesday, May 19th. BNP Paribas Exane decreased their price objective on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a research note on Monday, April 27th. Wells Fargo & Company decreased their price objective on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. Finally, Mizuho began coverage on shares of Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price objective for the company. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $226.39.

Equifax Stock Performance

Shares of NYSE:EFX opened at $154.48 on Thursday. The company has a market capitalization of $18.39 billion, a price-to-earnings ratio of 27.20, a price-to-earnings-growth ratio of 1.24 and a beta of 1.32. Equifax, Inc. has a 52 week low of $153.84 and a 52 week high of $275.91. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. The firm has a 50 day moving average of $171.94 and a 200 day moving average of $191.97.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. Equifax’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, sell-side analysts predict that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Equifax Announces Dividend

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

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s 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 transaction, the chief executive officer owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at $5,132,885.02. This trade represents a 7.68% 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. Insiders own 1.70% 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.