Healthcare of Ontario Pension Plan Trust Fund Has $5.06 Million Stock Holdings in Equifax, Inc. $EFX

Healthcare of Ontario Pension Plan Trust Fund boosted its position in shares of Equifax, Inc. (NYSE:EFX) by 481.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,110 shares of the credit services provider’s stock after purchasing an additional 23,272 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Equifax were worth $5,062,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the company. Cullen Frost Bankers Inc. acquired a new position in shares of Equifax in the 4th quarter valued at $25,000. Ameriflex Group Inc. lifted 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 worth $25,000 after acquiring an additional 98 shares in the last quarter. Kemnay Advisory Services Inc. acquired a new position in Equifax in the fourth quarter valued at about $26,000. Reflection Asset Management acquired a new position in Equifax in the fourth quarter valued at about $26,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Equifax during the third quarter worth about $34,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction dated Thursday, May 7th. The shares were 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 in the company, valued at $5,132,885.02. This represents a 7.68% decrease in their position. The transaction 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, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $172.16, for a total value of $6,506,098.56. Following the completion of the transaction, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. The trade was a 12.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on EFX shares. Bank of America cut their price objective on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. Morgan Stanley cut their price target on shares of Equifax from $243.00 to $225.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Royal Bank Of Canada reduced their price target on shares of Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Mizuho dropped their price objective on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, July 2nd. Finally, Robert W. Baird cut their price objective on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $215.79.

Equifax Trading Up 0.4%

NYSE:EFX opened at $187.68 on Thursday. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. The business has a 50 day moving average price of $167.24 and a two-hundred day moving average price of $181.75. The company has a market cap of $22.05 billion, a P/E ratio of 32.98, a price-to-earnings-growth ratio of 1.50 and a beta of 1.32.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm’s revenue was up 10.6% compared to the same quarter last year. During the same period last year, the company earned $2.00 earnings per share. 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, analysts expect that Equifax, Inc. will post 8.55 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.2%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is presently 39.37%.

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax’s artificial-intelligence initiatives are reportedly generating measurable cost savings, while greater adoption of mortgage-scoring products and the planned acquisition of Mexico’s Círculo de Crédito could support revenue growth and expand its international credit-data footprint. How Equifax Is Using AI and Mortgage Demand to Drive Its Next Growth
• Positive Sentiment: The rebound in EFX reflects investor interest in its underlying operating performance: second-quarter revenue rose about 11%, earnings exceeded expectations, the company increased its multiyear AI cost-savings target to $150 million, and it returned $366 million through dividends and share repurchases. Equifax jumps as investors reassess last week’s selloff
• Neutral Sentiment: Equifax announced an offering of $1 billion in new senior notes. The financing could provide corporate flexibility, but it also adds debt and future interest obligations, an important consideration given the company’s existing leverage. Equifax Issues $1 Billion in New Senior Notes
• Negative Sentiment: Recent analysis presents a mixed valuation picture: EFX’s substantial one-year decline has improved its valuation, but weak price momentum, reduced earnings estimates and limited upside to consensus price targets may constrain near-term appreciation. Is Equifax Stock Attractive After Its Steep One-Year Price Decline?
• Negative Sentiment: CEO Mark Begor sold approximately $6.5 million of EFX shares, reducing his ownership by 12.2%. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but broader recent insider activity has been weighted toward selling. Equifax CEO Sells 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.