California State Teachers Retirement System Lowers Stock Position in Equifax, Inc. $EFX

California State Teachers Retirement System cut its stake in shares of Equifax, Inc. (NYSE:EFX) by 2.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 197,776 shares of the credit services provider’s stock after selling 5,597 shares during the quarter. California State Teachers Retirement System owned approximately 0.17% of Equifax worth $35,614,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. bought a new position in shares of Equifax in the fourth quarter worth approximately $25,000. Ameriflex Group Inc. raised its position in shares of Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares during the period. Reflection Asset Management bought a new stake in shares of Equifax during the 4th quarter valued at $26,000. Kemnay Advisory Services Inc. purchased a new position in shares of Equifax during the 4th quarter valued at $26,000. Finally, Lodestone Wealth Management LLC purchased a new position in shares of Equifax during the 4th quarter valued at $29,000. Institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other news, EVP Chad M. Borton sold 2,455 shares of the 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 transaction, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the transaction, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. This trade represents a 12.20% 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. 1.70% of the stock is currently owned by corporate insiders.

Equifax Trading Down 1.8%

Shares of Equifax stock opened at $173.04 on Friday. 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 $167.68 and a 200-day moving average price of $181.34. The firm has a market cap of $20.33 billion, a price-to-earnings ratio of 30.41, a PEG ratio of 1.42 and a beta of 1.32.

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

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were issued a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is 39.37%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on EFX. Weiss Ratings upgraded Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 16th. Barclays cut their target price on Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Bank of America lowered their price target on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax in a research note on Wednesday, July 22nd. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and set a $182.00 price objective on shares of Equifax in a report on Tuesday, July 21st. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $215.79.

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.