Mitsubishi UFJ Asset Management Co. Ltd. Invests $174.84 Million in Equifax, Inc. $EFX

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 1,101,579 shares of the credit services provider’s stock, valued at approximately $174,843,000.

Other institutional investors have also recently made changes to their positions in the company. Plato Investment Management Ltd acquired a new stake in Equifax in the second quarter valued at approximately $804,000. Simplicity Wealth LLC purchased a new position in Equifax in the 2nd quarter worth $260,000. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of Equifax during the second quarter worth $31,640,000. Global Retirement Partners LLC acquired a new position in Equifax during the second quarter valued at $47,000. Finally, Bank of New York Mellon Corp purchased a new stake in Equifax in the second quarter valued at $92,523,000. Institutional investors own 96.20% of the company’s stock.

Insider Transactions at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Equifax Price Performance

EFX opened at $176.80 on Tuesday. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The firm has a market cap of $20.77 billion, a price-to-earnings ratio of 31.07, a PEG ratio of 1.45 and a beta of 1.30. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. The company has a fifty day simple moving average of $170.11 and a 200 day simple moving average of $178.32.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analyst estimates of $1.70 billion. During the same quarter in the prior year, the firm posted $2.00 EPS. Equifax’s revenue was up 10.6% compared to the same quarter last year. 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 expect that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on EFX shares. UBS Group reaffirmed a “buy” rating and issued a $220.00 price target on shares of Equifax in a research note on Wednesday, July 8th. Wells Fargo & Company reduced their target price on Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. BMO Capital Markets decreased their target price on Equifax from $195.00 to $179.00 and set a “market perform” rating on the stock in a research report on Monday, July 13th. Robert W. Baird lowered their target price on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 22nd. Finally, Barclays dropped their price objective on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price 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.