4,109 Shares in Equifax, Inc. $EFX Acquired by Clarkston Capital Partners LLC

Clarkston Capital Partners LLC bought a new position in shares of Equifax, Inc. (NYSE:EFX) during the 1st quarter, Holdings Channel reports. The institutional investor bought 4,109 shares of the credit services provider’s stock, valued at approximately $740,000.

Other institutional investors have also recently bought and sold shares of the company. Fisher Funds Management LTD bought a new position in shares of Equifax during the 4th quarter valued at about $27,889,000. SG Americas Securities LLC raised its holdings in Equifax by 359.5% during the 4th quarter. SG Americas Securities LLC now owns 61,817 shares of the credit services provider’s stock worth $13,413,000 after buying an additional 48,364 shares during the period. Brighton Jones LLC raised its holdings in Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after buying an additional 1,200 shares during the period. Canoe Financial LP lifted its stake in Equifax by 57.9% in the fourth quarter. Canoe Financial LP now owns 20,094 shares of the credit services provider’s stock valued at $4,360,000 after buying an additional 7,365 shares in the last quarter. Finally, Pictet Asset Management Holding SA boosted its holdings in shares of Equifax by 52.6% in the fourth quarter. Pictet Asset Management Holding SA now owns 650,391 shares of the credit services provider’s stock valued at $141,199,000 after buying an additional 224,073 shares during the period. Institutional investors own 96.20% of the company’s stock.

Equifax Stock Performance

Shares of EFX stock opened at $167.03 on Friday. The stock has a market capitalization of $19.62 billion, a PE ratio of 29.35, a PEG ratio of 1.29 and a beta of 1.32. The business’s 50 day simple moving average is $165.70 and its 200 day simple moving average is $182.74. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.61. Equifax, Inc. has a one year low of $150.74 and a one year high of $271.84.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.70 billion. During the same quarter in the previous year, the company earned $2.00 EPS. The company’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, research analysts forecast that Equifax, Inc. will post 8.56 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were given a $0.56 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. Equifax’s dividend payout ratio (DPR) is 39.44%.

Insider Activity at Equifax

In related news, EVP Chad M. Borton sold 2,455 shares of the firm’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 of the company’s stock, valued at $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 EPS of $2.25, topping estimates, with revenue of $1.70 billion in line with expectations and up 10.6% year over year, which supports the case for continued fundamental growth.
• Positive Sentiment: Management kept the bullish long-term narrative intact, highlighting AI-driven productivity savings of $150 million through 2028 and ongoing operating leverage, which could improve margins over time. Equifax outlines 3Q 2026 revenue of $1.68B-$1.71B as it targets $150M in AI productivity savings through 2028
• Positive Sentiment: Several analysts still reiterated bullish views after the results, with Needham maintaining a Buy rating even while trimming its target to $245, and William Blair also keeping a Buy call, signaling continued Street support. Needham PT Lowered to $245 at Equifax
• Neutral Sentiment: Commentary from Zacks and other market pieces continues to describe Equifax as a growth and value candidate, but these pieces appear more style-rank driven than company-specific catalysts.
• Negative Sentiment: The new Q3 revenue outlook of $1.68 billion to $1.71 billion was viewed as more cautious than some investors wanted, contributing to analyst forecast cuts and adding concern about near-term growth momentum.
• Negative Sentiment: Investors are also weighing valuation concerns and the company’s new debt, with some market commentary questioning whether EFX is still a bargain after its credit bureau deal and balance-sheet changes.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on EFX. Weiss Ratings raised shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, July 16th. BMO Capital Markets cut their price objective on shares of Equifax from $195.00 to $179.00 and set a “market perform” rating for the company in a research report on Monday, July 13th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $182.00 target price on shares of Equifax in a research report on Tuesday. BNP Paribas Exane reduced their price target on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday, June 18th. Finally, Robert W. Baird reduced their target price on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating for the company 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $215.79.

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.