Employees Provident Fund Board Invests $20.07 Million in Equifax, Inc. $EFX

Employees Provident Fund Board acquired a new stake in shares of Equifax, Inc. (NYSE:EFX) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 92,500 shares of the credit services provider’s stock, valued at approximately $20,071,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. State Street Corp grew its stake in Equifax by 1.3% during the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock worth $1,097,147,000 after buying an additional 66,289 shares during the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of Equifax by 35.8% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after acquiring an additional 1,145,921 shares during the last quarter. Brown Advisory Inc. raised its stake in shares of Equifax by 57.2% in the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after acquiring an additional 1,022,819 shares during the last quarter. Generation Investment Management LLP boosted its holdings in shares of Equifax by 6.3% in the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after acquiring an additional 163,375 shares in the last quarter. Finally, Lazard Asset Management LLC boosted its holdings in shares of Equifax by 0.6% in the 3rd quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock worth $445,524,000 after acquiring an additional 9,741 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on EFX shares. BNP Paribas Exane cut their price objective on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research report on Thursday. Rothschild & Co Redburn cut their price target on Equifax from $226.00 to $214.00 in a report on Friday, May 8th. 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 report on Friday, April 17th. Wells Fargo & Company reduced their price target on shares of Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research report on Thursday. Finally, Morgan Stanley decreased their price objective on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $225.28.

Equifax Stock Up 0.2%

Shares of NYSE:EFX opened at $154.25 on Friday. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The stock has a market cap of $18.37 billion, a price-to-earnings ratio of 27.16, a P/E/G ratio of 1.14 and a beta of 1.32. The company has a 50 day moving average of $170.80 and a 200-day moving average of $191.31. Equifax, Inc. has a one year low of $152.95 and a one year high of $275.91.

Equifax (NYSE:EFX) last announced its quarterly earnings data 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. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same period last year, the firm earned $1.53 earnings per share. The business’s revenue for the quarter was up 14.3% on a year-over-year basis. 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 forecast that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is presently 39.44%.

Insiders Place Their Bets

In related news, 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 value of $426,899.95. Following the completion of the transaction, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $6,515,168.40. Following the completion of the transaction, the chief executive officer owned 271,730 shares of the company’s stock, valued at $46,846,252. This trade represents a 12.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

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.