Mackenzie Financial Corp Sells 36,781 Shares of Equifax, Inc. $EFX

Mackenzie Financial Corp lowered its stake in Equifax, Inc. (NYSE:EFX) by 19.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 149,074 shares of the credit services provider’s stock after selling 36,781 shares during the quarter. Mackenzie Financial Corp’s holdings in Equifax were worth $38,242,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in EFX. Vanguard Group Inc. boosted its holdings in Equifax by 2.1% in the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after acquiring an additional 316,048 shares in the last quarter. State Street Corp increased its holdings in shares of Equifax by 1.4% during the second quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock valued at $1,288,783,000 after acquiring an additional 66,914 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Equifax by 2.5% during the second quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after acquiring an additional 75,627 shares in the last quarter. Generation Investment Management LLP raised its position in shares of Equifax by 6.3% in the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after purchasing an additional 163,375 shares during the last quarter. Finally, Lazard Asset Management LLC raised its position in shares of Equifax by 8.9% in the 2nd quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock worth $447,928,000 after purchasing an additional 140,427 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the completion of the transaction, the executive vice president directly owned 58,921 shares in the company, valued at $11,532,018.12. This represents a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This trade represents a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 49,671 shares of company stock valued at $9,960,181. 1.40% of the stock is owned by company insiders.

Equifax Price Performance

Shares of NYSE:EFX opened at $182.46 on Friday. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The stock has a market capitalization of $21.94 billion, a PE ratio of 34.30, a price-to-earnings-growth ratio of 1.42 and a beta of 1.55. The firm’s 50 day moving average price is $204.01 and its 200-day moving average price is $219.88. Equifax, Inc. has a twelve month low of $166.02 and a twelve month high of $281.03.

Equifax (NYSE:EFX) last announced its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating 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 company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. During the same period in the previous year, the business posted $2.12 earnings per share. The firm’s quarterly revenue 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. Equities research analysts expect that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

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

Analyst Upgrades and Downgrades

Several brokerages recently commented on EFX. BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research report on Thursday, February 5th. Robert W. Baird set a $250.00 target price on shares of Equifax in a report on Thursday, February 5th. Argus upgraded shares of Equifax to a “hold” rating in a research note on Monday, March 2nd. Morgan Stanley reduced their price target on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, Bank of America initiated coverage on shares of Equifax in a report on Tuesday, February 17th. They issued a “buy” rating and a $250.00 price objective for the company. Eleven research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average 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.