Equifax, Inc. $EFX Stock Position Decreased by Lido Advisors LLC

Lido Advisors LLC lessened its holdings in shares of Equifax, Inc. (NYSE:EFX) by 32.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,313 shares of the credit services provider’s stock after selling 3,962 shares during the period. Lido Advisors LLC’s holdings in Equifax were worth $1,934,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Cullen Frost Bankers Inc. bought a new stake in shares of Equifax during the 4th quarter valued at about $25,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Equifax during the 3rd quarter valued at about $34,000. State of Wyoming bought a new stake in shares of Equifax during the 2nd quarter valued at about $34,000. Lodestone Wealth Management LLC bought a new stake in shares of Equifax during the 4th quarter valued at about $29,000. Finally, True Wealth Design LLC grew its position in shares of Equifax by 64.4% during the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after buying an additional 58 shares during the last quarter. Institutional investors own 96.20% of the company’s stock.

Equifax Trading Down 2.4%

Shares of NYSE:EFX opened at $168.02 on Tuesday. The company has a 50 day moving average of $174.17 and a 200-day moving average of $194.31. The firm has a market cap of $20.01 billion, a P/E ratio of 29.58, a P/E/G ratio of 1.28 and a beta of 1.32. Equifax, Inc. has a twelve month low of $156.47 and a twelve 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 quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share 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 analyst estimates 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 period in the prior year, the business 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. As a group, analysts anticipate that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.44%.

Insider Buying and Selling

In other news, CEO Mark W. Begor sold 37,791 shares of the company’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 sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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 sale, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. 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. Corporate insiders own 1.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. The Goldman Sachs Group boosted their target price on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a research note on Wednesday, April 22nd. Rothschild & Co Redburn reduced their target price on shares of Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Citigroup reduced their target price on shares of Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Morgan Stanley reduced their target price on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. Finally, Wells Fargo & Company reduced their target price 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. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $226.67.

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.