Equifax, Inc. $EFX Shares Acquired by Trinity Street Asset Management LLP

Trinity Street Asset Management LLP increased its position in Equifax, Inc. (NYSE:EFX) by 3.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 108,406 shares of the credit services provider’s stock after buying an additional 3,962 shares during the period. Equifax comprises 1.5% of Trinity Street Asset Management LLP’s portfolio, making the stock its 17th largest holding. Trinity Street Asset Management LLP’s holdings in Equifax were worth $23,522,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. V Square Quantitative Management LLC purchased a new stake in Equifax in the fourth quarter valued at approximately $361,000. OFI Invest Asset Management grew its stake in Equifax by 62.1% during the fourth quarter. OFI Invest Asset Management now owns 817 shares of the credit services provider’s stock worth $177,000 after buying an additional 313 shares during the period. Oak Thistle LLC purchased a new stake in Equifax during the fourth quarter worth approximately $586,000. BIP Wealth LLC purchased a new stake in Equifax during the fourth quarter worth approximately $276,000. Finally, Modera Wealth Management LLC grew its stake in Equifax by 5.1% during the fourth quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock worth $277,000 after buying an additional 62 shares during the period. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Stock Up 1.1%

Shares of NYSE:EFX opened at $183.79 on Thursday. The company’s fifty day moving average is $190.47 and its two-hundred day moving average is $210.29. The stock has a market capitalization of $22.17 billion, a price-to-earnings ratio of 34.55, a price-to-earnings-growth ratio of 1.35 and a beta of 1.56. 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, Inc. has a 1-year low of $166.02 and a 1-year high of $281.03.

Equifax (NYSE:EFX) last released its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, topping the consensus estimate of $2.05 by $0.04. The business had revenue of $1.55 billion during the quarter, compared to analyst estimates 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 prior year, the firm earned $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. Equities analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

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

Insider Transactions at Equifax

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction dated 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. This represents a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jamil Farshchi sold 6,213 shares of the company’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 transaction, the executive vice president owned 41,036 shares of the company’s stock, valued at $8,035,259.16. This represents a 13.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 49,671 shares of company stock worth $9,960,181. Insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on EFX. Oppenheimer decreased their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Wells Fargo & Company cut their price target on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Needham & Company LLC cut their price target on shares of Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Finally, Stifel Nicolaus cut their price target on shares of Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target 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.