JPMorgan Chase & Co. Purchases 163,866 Shares of Equifax, Inc. $EFX

JPMorgan Chase & Co. lifted its position in shares of Equifax, Inc. (NYSE:EFX) by 27.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 767,982 shares of the credit services provider’s stock after acquiring an additional 163,866 shares during the quarter. JPMorgan Chase & Co. owned approximately 0.63% of Equifax worth $197,018,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of EFX. Country Trust Bank bought a new position in Equifax in the second quarter valued at about $26,000. Caldwell Trust Co bought a new position in Equifax in the 2nd quarter valued at approximately $33,000. Spire Wealth Management boosted its position in Equifax by 82.9% during the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after buying an additional 58 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in Equifax during the 3rd quarter worth approximately $34,000. Finally, State of Wyoming acquired a new position in Equifax in the 2nd quarter valued at approximately $34,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Stock Up 1.0%

Shares of NYSE:EFX opened at $197.34 on Friday. Equifax, Inc. has a 1 year low of $166.02 and a 1 year high of $281.03. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.74. The business’s 50-day moving average is $209.29 and its 200-day moving average is $224.25. The company has a market capitalization of $24.15 billion, a price-to-earnings ratio of 37.09, a P/E/G ratio of 1.45 and a beta of 1.55.

Equifax (NYSE:EFX) last released its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same quarter last year, the firm posted $2.12 earnings per share. The firm’s revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities research analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current year.

Insider Buying and Selling at Equifax

In other news, EVP Jamil Farshchi sold 6,213 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the transaction, the executive vice president owned 41,036 shares of the company’s stock, valued at $8,035,259.16. This represents a 13.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total value of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 45,171 shares of company stock worth $9,079,441. 1.40% of the stock is owned by insiders.

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Neutral Sentiment: Bank of America has initiated coverage on Equifax — this brings institutional attention and trading liquidity, which can support the stock but may have mixed short‑term impact depending on BofA’s stance. Bank of America Begins Coverage on Equifax
• Negative Sentiment: Zacks Research cut multiple near‑term and medium‑term EPS estimates for EFX (Q1–Q4 2026, Q2–Q4 2027 and FY2026–FY2027); notable moves include Q1 2026 from $1.84 to $1.72 and FY2026 from $8.69 to $8.33 — small but broad downward revisions that may pressure sentiment given Equifax’s rich valuation. These rounds of cuts are the main driver of analyst‑related negative news flow today. Equifax Stock: Analyst Estimates & Ratings

Wall Street Analyst Weigh In

EFX has been the topic of a number of recent research reports. BMO Capital Markets set a $195.00 price target on shares of Equifax in a report on Thursday, February 5th. Royal Bank Of Canada set a $220.00 target price on Equifax in a report on Thursday, February 5th. Oppenheimer decreased their price target on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. JPMorgan Chase & Co. lowered their price objective on Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, Stifel Nicolaus reduced their target price on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

Equifax Company 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.