Quantinno Capital Management LP decreased its position in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 45.5% during the first quarter, according to its most recent filing with the SEC. The firm owned 86,147 shares of the credit services provider’s stock after selling 72,065 shares during the period. Quantinno Capital Management LP’s holdings in Equifax were worth $15,513,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in EFX. Geneos Wealth Management Inc. boosted its position in shares of Equifax by 16.9% during the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares in the last quarter. Athena Investment Management raised its holdings in Equifax by 2.4% in the fourth quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock worth $566,000 after purchasing an additional 60 shares in the last quarter. Modera Wealth Management LLC raised its holdings in Equifax by 5.1% in the fourth quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock worth $277,000 after purchasing an additional 62 shares in the last quarter. Horizon Investments LLC lifted its position in Equifax by 3.2% during the fourth quarter. Horizon Investments LLC now owns 1,980 shares of the credit services provider’s stock valued at $430,000 after buying an additional 62 shares during the period. Finally, Parkside Financial Bank & Trust lifted its position in Equifax by 3.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,043 shares of the credit services provider’s stock valued at $443,000 after buying an additional 63 shares during the period. Institutional investors own 96.20% of the company’s stock.
Insider Buying and Selling
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 shares were 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 $5,132,885.02. The trade was a 7.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 company’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $172.16, for a total value of $6,506,098.56. Following the completion of the transaction, the chief executive officer directly owned 271,890 shares in the company, valued at $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.
Equifax Price Performance
Equifax (NYSE:EFX – Get Free Report) last announced 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. The company had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. Equifax’s revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.00 EPS. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Sell-side analysts predict that Equifax, Inc. will post 8.55 earnings per share for the current fiscal year.
Equifax Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.37%.
Analyst Ratings Changes
A number of analysts have recently weighed in on EFX shares. Barclays reduced their target price on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 22nd. Wells Fargo & Company dropped their price objective on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. BNP Paribas Exane cut their price objective on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a report on Thursday, June 18th. Deutsche Bank Aktiengesellschaft set a $208.00 target price on shares of Equifax in a research note on Wednesday, July 22nd. Finally, Bank of America lowered their target price on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. Thirteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $215.79.
Check Out Our Latest Analysis on EFX
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.
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