Meridiem Capital Partners LP Makes New $12.47 Million Investment in Equifax, Inc. $EFX

Meridiem Capital Partners LP purchased a new stake in shares of Equifax, Inc. (NYSE:EFX) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 48,621 shares of the credit services provider’s stock, valued at approximately $12,473,000.

A number of other institutional investors and hedge funds have also made changes to their positions in EFX. Johnson Financial Group Inc. boosted its position in shares of Equifax by 523.4% during the 3rd quarter. Johnson Financial Group Inc. now owns 293 shares of the credit services provider’s stock worth $75,000 after purchasing an additional 246 shares during the period. Sei Investments Co. raised its position in Equifax by 45.1% in the third quarter. Sei Investments Co. now owns 251,106 shares of the credit services provider’s stock valued at $64,417,000 after purchasing an additional 77,990 shares during the period. Douglass Winthrop Advisors LLC acquired a new position in Equifax during the third quarter worth $1,975,000. Greenhouse Funds LLLP boosted its position in shares of Equifax by 31.4% during the third quarter. Greenhouse Funds LLLP now owns 303,587 shares of the credit services provider’s stock worth $77,879,000 after buying an additional 72,506 shares during the period. Finally, Franklin Resources Inc. boosted its position in shares of Equifax by 4.6% during the third quarter. Franklin Resources Inc. now owns 15,799 shares of the credit services provider’s stock worth $4,053,000 after buying an additional 696 shares during the period. 96.20% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. JPMorgan Chase & Co. reduced their price target on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Argus upgraded shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Royal Bank Of Canada set a $220.00 target price on shares of Equifax in a report on Thursday, February 5th. Finally, Stifel Nicolaus reduced their price objective on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and a consensus price target of $240.33.

Insider Buying and Selling at Equifax

In other news, EVP Jamil Farshchi sold 6,213 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total value of $1,216,567.53. Following the completion of the transaction, the executive vice president owned 41,036 shares in the company, valued at approximately $8,035,259.16. This represents a 13.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Mark W. Begor sold 37,791 shares of Equifax 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 sale, the chief executive officer owned 230,506 shares in the company, valued at $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. Insiders have sold 49,671 shares of company stock worth $9,960,181 over the last three months. Insiders own 1.40% of the company’s stock.

Equifax Stock Up 2.0%

NYSE:EFX traded up $3.70 during trading hours on Friday, hitting $186.16. The company’s stock had a trading volume of 108,475 shares, compared to its average volume of 1,838,109. The stock has a market capitalization of $22.39 billion, a P/E ratio of 34.91, a price-to-earnings-growth ratio of 1.42 and a beta of 1.55. The stock has a fifty day moving average of $204.01 and a 200-day moving average of $219.88. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the previous year, the business earned $2.12 EPS. Equifax’s revenue for the quarter 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. On average, equities analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Increases Dividend

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

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.