Pictet Asset Management Holding SA Raises Stake in Equifax, Inc. $EFX

Pictet Asset Management Holding SA boosted its stake in shares of Equifax, Inc. (NYSE:EFX) by 14.0% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 741,685 shares of the credit services provider’s stock after purchasing an additional 91,294 shares during the period. Pictet Asset Management Holding SA’s holdings in Equifax were worth $133,515,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in the stock. Cullen Frost Bankers Inc. bought a new stake in Equifax in the fourth quarter worth about $25,000. Ameriflex Group Inc. grew its position in shares of Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after acquiring an additional 98 shares during the period. Kemnay Advisory Services Inc. purchased a new stake in shares of Equifax during the 4th quarter worth approximately $26,000. Reflection Asset Management purchased a new stake in shares of Equifax during the 4th quarter worth approximately $26,000. Finally, Lodestone Wealth Management LLC bought a new stake in shares of Equifax in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 0.1%

EFX opened at $158.64 on Monday. The company has a 50 day moving average of $167.93 and a 200 day moving average of $189.24. The company has a market cap of $18.89 billion, a PE ratio of 27.93, a price-to-earnings-growth ratio of 1.17 and a beta of 1.32. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $275.91. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. The business had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The business’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 EPS. 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 expect that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is presently 39.44%.

Insiders Place Their Bets

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction dated 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 owned 29,518 shares of the company’s stock, valued at $5,132,885.02. The trade was a 7.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction dated 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 transaction, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% 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.

Analysts Set New Price Targets

Several equities analysts recently commented on EFX shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Equifax in a research note on Thursday, June 18th. Argus raised Equifax to a “hold” rating in a research report on Monday, March 2nd. Mizuho assumed coverage on Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 target price on the stock. Citigroup dropped their price target on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Finally, Jefferies Financial Group cut their price target on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, April 17th. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Equifax presently has an average rating of “Moderate Buy” and a consensus price target of $223.78.

Equifax 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.