Equifax, Inc. $EFX Shares Sold by Victory Capital Management Inc.

Victory Capital Management Inc. reduced its stake in shares of Equifax, Inc. (NYSE:EFX) by 5.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,425 shares of the credit services provider’s stock after selling 2,689 shares during the period. Victory Capital Management Inc.’s holdings in Equifax were worth $11,396,000 at the end of the most recent quarter.

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

Equifax Stock Down 2.3%

Shares of EFX stock opened at $191.36 on Thursday. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03. The stock has a market cap of $23.02 billion, a price-to-earnings ratio of 35.97, a PEG ratio of 1.45 and a beta of 1.55. The firm’s 50-day moving average is $204.70 and its 200-day moving average is $220.14. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60.

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

Equifax Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be given a dividend of $0.56 per share. The ex-dividend date is Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio is currently 42.11%.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. Argus raised shares of Equifax to a “hold” rating in a research note on Monday, March 2nd. Oppenheimer reduced their price objective on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. Wells Fargo & Company reduced their price objective on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Bank of America initiated coverage on shares of Equifax in a report on Tuesday, February 17th. They set a “buy” rating and a $250.00 price objective for the company. Finally, UBS Group set a $230.00 price objective on Equifax in a report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

Insider Transactions at Equifax

In other news, EVP Jamil Farshchi sold 6,213 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the completion of the transaction, the executive vice president directly owned 41,036 shares in the company, valued at $8,035,259.16. This trade represents a 13.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the completion of the transaction, the executive vice president owned 58,921 shares in the company, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 49,671 shares of company stock worth $9,960,181. Corporate insiders own 1.40% of the company’s stock.

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.