Madison Asset Management LLC Has $12.64 Million Holdings in Equifax, Inc. $EFX

Madison Asset Management LLC lifted its stake in shares of Equifax, Inc. (NYSE:EFX) by 114.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 70,191 shares of the credit services provider’s stock after acquiring an additional 37,431 shares during the quarter. Madison Asset Management LLC’s holdings in Equifax were worth $12,639,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Cullen Frost Bankers Inc. acquired a new stake in Equifax in the 4th quarter worth approximately $25,000. Ameriflex Group Inc. grew its holdings in Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares during the last quarter. Reflection Asset Management bought a new position in shares of Equifax in the fourth quarter valued at approximately $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Equifax in the fourth quarter worth $26,000. Finally, Lodestone Wealth Management LLC acquired a new stake in shares of Equifax in the fourth quarter worth $29,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Trading Down 4.4%

Shares of EFX stock opened at $172.23 on Wednesday. The firm has a market capitalization of $20.51 billion, a P/E ratio of 30.32, a price-to-earnings-growth ratio of 1.36 and a beta of 1.32. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $271.84. The firm’s fifty day simple moving average is $165.31 and its 200 day simple moving average is $183.40. 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 announced its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The business had revenue of $1.70 billion during the quarter, compared to analyst estimates of $1.70 billion. During the same quarter in the prior year, the business earned $2.00 earnings per share. The firm’s revenue for the quarter was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, sell-side analysts predict that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were issued 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 dividend yield of 1.3%. Equifax’s dividend payout ratio is presently 39.44%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Rothschild & Co Redburn lowered their target price on shares of Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Needham & Company LLC reissued a “buy” rating and set a $265.00 target price on shares of Equifax in a research report on Tuesday, July 7th. Robert W. Baird decreased their price target on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a report on Wednesday, April 22nd. Wells Fargo & Company dropped their price objective on Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research note on Thursday, June 18th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $194.00 price objective on shares of Equifax in a research report on Wednesday. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $220.16.

Insider Buying and Selling at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 2026 EPS of $2.25, topping estimates, while revenue of $1.70 billion rose 11% year over year and matched Wall Street expectations. The company also highlighted strength in USIS, mortgage, and verification businesses, and announced an agreement to acquire Círculo de Crédito, which could expand its credit data footprint. Article Title
• Positive Sentiment: Management said early AI and agentic-automation gains are helping drive efficiency, and it doubled its expected three-year AI-driven cost savings target to $150 million from $75 million, a potentially meaningful margin tailwind over time. Article Title
• Neutral Sentiment: Free cash flow remained strong at $326 million for the first six months, and the company returned $366 million to shareholders, supporting the longer-term investment case even as near-term sentiment stays cautious. Article Title
• Negative Sentiment: Investor reaction has been pressured by Equifax’s weaker-than-expected Q3 and full-year 2026 guidance, which came in below consensus and suggests headwinds from a tough mortgage market and broader macro conditions. Article Title
• Negative Sentiment: Margins were also hit by a legal settlement accrual tied to a previously disclosed coding issue, adding another overhang as analysts noted the company’s near-term outlook appears less exciting than the quarter’s operating results. Article Title

Equifax Company 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.