GSA Capital Partners LLP Takes $571,000 Position in Equifax, Inc. $EFX

GSA Capital Partners LLP purchased a new position in Equifax, Inc. (NYSE:EFX) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 3,597 shares of the credit services provider’s stock, valued at approximately $571,000.

Several other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake 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 purchasing an additional 1,200 shares during the last quarter. Great Lakes Advisors LLC acquired a new stake in shares of Equifax in the first quarter valued at about $204,000. Empowered Funds LLC raised its position in shares of Equifax by 14.6% in the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after buying an additional 321 shares during the last quarter. First Trust Advisors LP lifted its stake in shares of Equifax by 14.5% in the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock worth $1,979,000 after buying an additional 966 shares in the last quarter. Finally, AXA S.A. lifted its stake in shares of Equifax by 699.9% in the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after buying an additional 7,587 shares in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the 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 completion of the transaction, the chief executive officer directly owned 271,890 shares in the company, valued at approximately $46,808,582.40. This represents a 12.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Equifax Stock Performance

Equifax stock opened at $192.20 on Friday. The firm has a 50 day simple moving average of $171.57 and a 200-day simple moving average of $178.01. The stock has a market cap of $22.58 billion, a price-to-earnings ratio of 33.78, a price-to-earnings-growth ratio of 1.54 and a beta of 1.30. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating the consensus estimate of $2.20 by $0.05. The firm had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $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. On average, analysts expect that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a $0.56 dividend. The ex-dividend date is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. Equifax’s payout ratio is currently 39.37%.

Analyst Upgrades and Downgrades

EFX has been the subject of several research reports. Wells Fargo & Company dropped their price objective on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. BNP Paribas Exane decreased their target price on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a research note on Thursday, June 18th. Mizuho lowered their target price on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft set a $208.00 price target on Equifax in a research report on Wednesday, July 22nd. Finally, Bank of America cut their price target on 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 and six have given a Hold rating to the stock. According to MarketBeat, the company 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.