Equifax, Inc. $EFX Stock: Signaturefd LLC Lowers Stake

Signaturefd LLC lowered its stake in Equifax, Inc. (NYSE:EFX) by 19.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 53,276 shares of the credit services provider’s stock after selling 13,229 shares during the period. Signaturefd LLC’s holdings in Equifax were worth $7,312,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Citizens Financial Group Inc. RI lifted its holdings in shares of Equifax by 35.0% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 3,698 shares of the credit services provider’s stock valued at $508,000 after buying an additional 958 shares during the period. Manchester Capital Management LLC boosted its stake in shares of Equifax by 15.1% in the 3rd quarter. Manchester Capital Management LLC now owns 2,335 shares of the credit services provider’s stock worth $320,000 after buying an additional 307 shares during the last quarter. WASHINGTON TRUST Co purchased a new position in shares of Equifax in the 3rd quarter worth $4,526,000. MBL Wealth LLC bought a new stake in shares of Equifax in the third quarter worth $379,000. Finally, Compass Wealth Management LLC bought a new stake in shares of Equifax in the third quarter worth $27,000. Institutional investors own 96.20% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on EFX. Loop Capital set a $169.00 price objective on Equifax in a research report on Tuesday. Wells Fargo & Company dropped their target price on Equifax from $212.00 to $200.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 22nd. Barclays cut their price target on Equifax from $200.00 to $155.00 and set an “equal weight” rating for the company in a research note on Friday, October 2nd. Credit Suisse Group set a $160.00 price target on shares of Equifax in a research report on Wednesday, September 30th. Finally, Rothschild & Co Redburn upgraded shares of Equifax from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $214.00 to $235.00 in a research note on Friday, August 21st. Fifteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Equifax currently has an average rating of “Moderate Buy” and a consensus target price of $200.00.

Insider Buying and Selling

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total transaction of $845,820.00. Following the transaction, the executive vice president owned 69,055 shares of the company’s stock, valued at $12,979,577.80. The trade was a 6.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, exceeding the $2.20 consensus estimate, while revenue reached approximately $1.69 billion and increased 9.6% year over year. Coverage highlighted the company’s margin performance and earnings strength. Equifax Stock Climbs As Q3 Earnings Showcase Margin Power
• Positive Sentiment: Argus Research upgraded EFX from Hold to Buy and set a $200 price target. Wells Fargo and Citi also maintained Buy ratings, while Needham raised its price target, providing additional analyst support. Argus Upgrades Equifax
• Positive Sentiment: The stock has gained nearly 35% in October, its strongest monthly performance in available TradingView data, reflecting renewed investor enthusiasm following the earnings release. Equifax Goes From Its Worst Month on Record to Its Best
• Neutral Sentiment: Equifax Canada reported that one in four small-business owners have personally guaranteed business financing with homes or other assets. The survey underscores continued demand for credit information but also signals financial pressure among borrowers. Equifax Canada Small Business Survey
• Negative Sentiment: Full-year 2026 revenue guidance of $6.6 billion to $6.7 billion is below the $6.7 billion consensus, while fourth-quarter revenue guidance of $1.6 billion and EPS guidance of $2.07 to $2.17 trail estimates of $1.7 billion and $2.21, respectively. The weaker outlook is likely the main reason for the latest pressure on the shares.
• Negative Sentiment: Analysts reduced fair-value expectations after trimming mortgage-growth forecasts, adding valuation pressure following the sharp October rally. Equifax Fair Value Cut

Equifax Trading Down 2.5%

Shares of Equifax stock opened at $182.48 on Friday. The company’s fifty day simple moving average is $166.93 and its 200-day simple moving average is $170.01. The stock has a market capitalization of $21.35 billion, a PE ratio of 29.48, a P/E/G ratio of 1.87 and a beta of 1.35. Equifax, Inc. has a 1-year low of $137.01 and a 1-year high of $238.94. The company has a debt-to-equity ratio of 1.12, a current ratio of 1.09 and a quick ratio of 0.60.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.06. The firm had revenue of $1.69 billion during the quarter, compared to the consensus estimate of $1.69 billion. Equifax had a net margin of 11.27% and a return on equity of 22.48%. The company’s revenue for the quarter was up 9.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.04 EPS. As a group, equities analysts anticipate that Equifax, Inc. will post 8.50 earnings per share for the current year.

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a dividend of $0.56 per share. The ex-dividend date was Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. Equifax’s dividend payout ratio (DPR) is presently 36.19%.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.