WINTON GROUP Ltd Buys New Holdings in Equifax, Inc. $EFX

WINTON GROUP Ltd bought a new stake in shares of Equifax, Inc. (NYSE:EFX) in the 4th quarter, Holdings Channel.com reports. The firm bought 3,690 shares of the credit services provider’s stock, valued at approximately $801,000.

Several other institutional investors also recently bought and sold shares of EFX. Brighton Jones LLC boosted 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 valued at $927,000 after acquiring an additional 1,200 shares during the period. Great Lakes Advisors LLC purchased a new stake in Equifax during the 1st quarter valued at about $204,000. Empowered Funds LLC boosted its holdings in Equifax by 14.6% during the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after acquiring an additional 321 shares during the period. First Trust Advisors LP boosted its holdings in Equifax by 14.5% during the 2nd quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock valued at $1,979,000 after acquiring an additional 966 shares during the period. Finally, AXA S.A. boosted its holdings in Equifax by 699.9% during the 2nd quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock valued at $2,249,000 after acquiring an additional 7,587 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction 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 owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The sale was disclosed in a filing 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 business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value 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 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. 1.70% of the stock is currently owned by insiders.

Equifax Stock Down 1.3%

Shares of NYSE:EFX opened at $166.25 on Thursday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. Equifax, Inc. has a 52-week low of $156.47 and a 52-week high of $275.91. The firm has a market capitalization of $19.80 billion, a P/E ratio of 29.27, a P/E/G ratio of 1.25 and a beta of 1.32. The stock has a 50 day moving average price of $173.89 and a 200-day moving average price of $193.77.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same period in the previous year, the company posted $1.53 earnings per share. The firm’s revenue 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. As a group, equities research analysts anticipate that Equifax, Inc. will post 8.56 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.56 per share. The ex-dividend date is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. Equifax’s payout ratio is presently 39.44%.

Wall Street Analyst Weigh In

EFX has been the subject of several analyst reports. The Goldman Sachs Group increased their target price on Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. Citigroup dropped their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Bank of America dropped their price objective on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. BNP Paribas Exane dropped their price objective on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Finally, Argus upgraded Equifax to a “hold” rating in a report on Monday, March 2nd. Thirteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $226.67.

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.