Corient Private Wealth LP Takes $2.88 Million Position in Equifax, Inc. $EFX

Corient Private Wealth LP acquired a new position in Equifax, Inc. (NYSE:EFX) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 18,132 shares of the credit services provider’s stock, valued at approximately $2,878,000.

Several other institutional investors and hedge funds also recently bought and sold shares of EFX. Cullen Frost Bankers Inc. purchased a new stake in Equifax in the fourth quarter worth about $25,000. Ameriflex Group Inc. raised its stake in shares of Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after buying an additional 98 shares during the period. Reflection Asset Management purchased a new position in shares of Equifax during the 4th quarter valued at about $26,000. Kemnay Advisory Services Inc. purchased a new position in shares of Equifax during the 4th quarter valued at about $26,000. Finally, Clearstead Trust LLC bought a new position in shares of Equifax during the 2nd quarter valued at approximately $28,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 271,890 shares in the company, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on EFX. Wells Fargo & Company reduced their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Rothschild & Co Redburn upgraded shares of Equifax from a “neutral” rating to a “buy” rating and upped their price target for the stock from $214.00 to $235.00 in a research report on Friday, August 21st. The Goldman Sachs Group reissued a “neutral” rating and issued a $182.00 price objective (up from $173.00) on shares of Equifax in a research note on Tuesday, July 21st. Robert W. Baird decreased their price objective on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Finally, Needham & Company LLC lowered their target price on shares of Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. Fifteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $215.16.

Equifax Stock Down 1.6%

NYSE EFX opened at $186.05 on Wednesday. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $271.84. 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 stock has a market cap of $21.86 billion, a PE ratio of 32.70, a P/E/G ratio of 1.52 and a beta of 1.30. The stock’s 50 day moving average is $176.87 and its 200 day moving average is $177.94.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, topping the consensus estimate of $2.20 by $0.05. The firm had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The company’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Research analysts predict that Equifax, Inc. will post 8.58 EPS for the current fiscal year.

Equifax Dividend Announcement

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

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.