Threadgill Financial LLC Purchases 6,900 Shares of Equifax, Inc. $EFX

Threadgill Financial LLC grew its position in Equifax, Inc. (NYSE:EFX) by 31.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 28,929 shares of the credit services provider’s stock after acquiring an additional 6,900 shares during the quarter. Equifax comprises 2.6% of Threadgill Financial LLC’s investment portfolio, making the stock its 11th biggest position. Threadgill Financial LLC’s holdings in Equifax were worth $6,277,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the company. Allianz Asset Management GmbH lifted its position in Equifax by 6.0% during the third quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock valued at $100,703,000 after purchasing an additional 22,302 shares during the last quarter. Explore Capital Management LLC increased its holdings in shares of Equifax by 34.6% in the 3rd quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock worth $10,500,000 after buying an additional 10,530 shares during the last quarter. SteelPeak Wealth LLC increased its holdings in shares of Equifax by 164.6% in the 3rd quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock worth $2,061,000 after buying an additional 4,998 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of Equifax by 27.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock valued at $197,018,000 after buying an additional 163,866 shares in the last quarter. Finally, ZWJ Investment Counsel Inc. lifted its holdings in shares of Equifax by 18.4% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock valued at $45,714,000 after acquiring an additional 27,740 shares during the last quarter. 96.20% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Equifax

In related 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 completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the 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 transaction, the executive vice president directly owned 39,869 shares in the company, valued at approximately $7,968,617.03. This trade represents a 2.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 49,671 shares of company stock valued at $9,960,181 in the last three months. Company insiders own 1.40% of the company’s stock.

Equifax Price Performance

EFX opened at $177.86 on Monday. The business has a fifty day moving average of $199.89 and a 200 day moving average of $216.97. The stock has a market cap of $21.46 billion, a P/E ratio of 33.43, a PEG ratio of 1.32 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, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03.

Equifax (NYSE:EFX) last released its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business’s revenue was up 9.3% compared to the same quarter last year. During the same quarter last year, the firm posted $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, sell-side analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio (DPR) is 42.11%.

Wall Street Analyst Weigh In

EFX has been the topic of a number of recent research reports. Morgan Stanley decreased their price objective on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Argus raised Equifax to a “hold” rating in a research report on Monday, March 2nd. Needham & Company LLC decreased their price target on Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Bank of America assumed coverage on shares of Equifax in a research note on Tuesday, February 17th. They set a “buy” rating and a $250.00 price objective for the company. Finally, BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $238.57.

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.