Capital International Inc. CA Boosts Stock Position in Equifax, Inc. $EFX

Capital International Inc. CA increased its position in Equifax, Inc. (NYSE:EFX) by 18.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 100,443 shares of the credit services provider’s stock after acquiring an additional 15,315 shares during the quarter. Capital International Inc. CA owned about 0.08% of Equifax worth $25,767,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Cary Street Partners Investment Advisory LLC increased its position in shares of Equifax by 12.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock valued at $117,000 after purchasing an additional 51 shares during the last quarter. HighPoint Advisor Group LLC boosted its position in Equifax by 2.8% during the 3rd quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock valued at $506,000 after buying an additional 53 shares during the period. Heritage Family Offices LLP grew its stake in shares of Equifax by 2.8% in the third quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock worth $545,000 after purchasing an additional 57 shares during the last quarter. Spire Wealth Management increased its stake in shares of Equifax by 82.9% during the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after buying an additional 58 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in shares of Equifax by 16.9% during the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after buying an additional 58 shares during the period. 96.20% of the stock is currently owned by institutional investors.

Equifax Price Performance

EFX opened at $196.09 on Wednesday. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. The company has a market cap of $23.58 billion, a price-to-earnings ratio of 36.86, a price-to-earnings-growth ratio of 1.51 and a beta of 1.55. The stock has a fifty day simple moving average of $205.22 and a two-hundred day simple moving average of $220.34. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03.

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

Equifax Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $0.56 per share. The ex-dividend date of this dividend is Monday, March 9th. This is an increase from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 annualized dividend and a yield of 1.1%. Equifax’s payout ratio is presently 42.11%.

Insiders Place Their Bets

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the sale, the executive vice president directly owned 58,921 shares of the company’s stock, valued at $11,532,018.12. The trade was a 7.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president owned 39,869 shares in the company, valued at $7,968,617.03. The trade was a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 49,671 shares of company stock worth $9,960,181. 1.40% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

EFX has been the subject of a number of research analyst reports. Barclays dropped their price target on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday, February 5th. UBS Group set a $230.00 price objective on shares of Equifax in a report on Thursday, February 5th. Royal Bank Of Canada set a $220.00 target price on shares of Equifax in a research report on Thursday, February 5th. JPMorgan Chase & Co. cut their target price on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Finally, BMO Capital Markets set a $195.00 price target on shares of Equifax in a research report on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $240.33.

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.