Weitz Investment Management Inc. Grows Position in Equifax, Inc. $EFX

Weitz Investment Management Inc. raised its holdings in Equifax, Inc. (NYSE:EFX) by 2.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 214,600 shares of the credit services provider’s stock after acquiring an additional 4,250 shares during the period. Equifax makes up approximately 3.0% of Weitz Investment Management Inc.’s investment portfolio, making the stock its 13th largest position. Weitz Investment Management Inc. owned about 0.18% of Equifax worth $55,051,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of EFX. Allianz Asset Management GmbH raised its position in shares of Equifax by 6.0% during the 3rd quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock valued at $100,703,000 after buying an additional 22,302 shares during the period. SteelPeak Wealth LLC grew its position in Equifax by 164.6% in the third quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock worth $2,061,000 after acquiring an additional 4,998 shares during the period. Explore Capital Management LLC increased its stake in Equifax by 34.6% during the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock worth $10,500,000 after acquiring an additional 10,530 shares during the last quarter. ZWJ Investment Counsel Inc. raised its position in Equifax by 18.4% in the third quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock valued at $45,714,000 after purchasing an additional 27,740 shares during the period. Finally, Stevens Capital Management LP acquired a new position in shares of Equifax in the 2nd quarter valued at $932,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the transaction, the executive vice president owned 39,869 shares in the company, valued at $7,968,617.03. This represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. This trade represents a 14.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In 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 corporate insiders.

Equifax Trading Up 3.0%

NYSE EFX opened at $194.14 on Wednesday. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The firm has a 50 day moving average of $208.23 and a two-hundred day moving average of $223.33. The stock has a market capitalization of $23.35 billion, a PE ratio of 36.49, a price-to-earnings-growth ratio of 1.39 and a beta of 1.55. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88.

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

Wall Street Analysts Forecast Growth

A number of research firms have commented on EFX. Royal Bank Of Canada set a $220.00 target price on shares of Equifax in a research report on Thursday, February 5th. Stifel Nicolaus reduced their price target on shares of Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. The Goldman Sachs Group lowered their price objective on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. UBS Group set a $230.00 target price on shares of Equifax in a report on Thursday, February 5th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Eleven analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock 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.