Kepler Cheuvreux Suisse SA Acquires Shares of 3,516 Equifax, Inc. $EFX

Kepler Cheuvreux Suisse SA bought a new position in shares of Equifax, Inc. (NYSE:EFX) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 3,516 shares of the credit services provider’s stock, valued at approximately $633,000.

A number of other large investors have also made changes to their positions in the stock. Cullen Frost Bankers Inc. acquired a new stake in shares of Equifax in the fourth quarter valued at approximately $25,000. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after buying an additional 98 shares during the last quarter. Reflection Asset Management purchased a new stake in Equifax in the 4th quarter valued at $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Equifax in the 4th quarter worth $26,000. Finally, Lodestone Wealth Management LLC purchased a new position in shares of Equifax during the 4th quarter worth $29,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Price Performance

Shares of EFX opened at $171.86 on Monday. The firm has a 50-day simple moving average of $165.27 and a two-hundred day simple moving average of $187.41. The stock has a market cap of $20.46 billion, a PE ratio of 30.26, a P/E/G ratio of 1.27 and a beta of 1.32. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $275.91. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter last year, the company posted $1.53 EPS. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, analysts forecast that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 22nd. Equifax’s dividend payout ratio (DPR) is currently 39.44%.

Insiders Place Their Bets

In other news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer owned 271,730 shares in the company, valued at $46,846,252. This represents a 12.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on EFX shares. Rothschild & Co Redburn cut their price objective on shares of Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. Mizuho cut their price target on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating for the company in a report on Thursday. Wells Fargo & Company reduced their price target on shares of Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research report on Thursday, June 18th. UBS Group upped their price objective on Equifax from $215.00 to $220.00 and gave the company a “buy” rating in a report on Thursday. Finally, Jefferies Financial Group cut their target price on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, April 17th. Thirteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $223.39.

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.