Mark Begor Sells 37,791 Shares of Equifax (NYSE:EFX) Stock

Equifax, Inc. (NYSE:EFX) CEO Mark Begor sold 37,791 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Equifax Stock Performance

NYSE EFX opened at $187.68 on Thursday. The stock has a market capitalization of $22.05 billion, a PE ratio of 32.98, a P/E/G ratio of 1.50 and a beta of 1.32. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The business has a 50 day simple moving average of $167.24 and a two-hundred day simple moving average of $181.75. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The firm had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same period in the prior year, the company earned $2.00 EPS. The company’s quarterly revenue was up 10.6% compared to the same quarter last year. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, research analysts predict that Equifax, Inc. will post 8.55 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio (DPR) is presently 39.37%.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Brighton Jones LLC increased its stake in shares of Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after acquiring an additional 1,200 shares during the period. Great Lakes Advisors LLC acquired a new stake in shares of Equifax during the 1st quarter valued at about $204,000. Empowered Funds LLC increased its stake in shares of Equifax by 14.6% in the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after purchasing an additional 321 shares in the last quarter. First Trust Advisors LP increased its position in shares of Equifax by 14.5% in the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock valued at $1,979,000 after buying an additional 966 shares in the last quarter. Finally, AXA S.A. raised its position in Equifax by 699.9% during the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after acquiring an additional 7,587 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax’s artificial-intelligence initiatives are reportedly generating measurable cost savings, while greater adoption of mortgage-scoring products and the planned acquisition of Mexico’s Círculo de Crédito could support revenue growth and expand its international credit-data footprint. How Equifax Is Using AI and Mortgage Demand to Drive Its Next Growth
• Positive Sentiment: The rebound in EFX reflects investor interest in its underlying operating performance: second-quarter revenue rose about 11%, earnings exceeded expectations, the company increased its multiyear AI cost-savings target to $150 million, and it returned $366 million through dividends and share repurchases. Equifax jumps as investors reassess last week’s selloff
• Neutral Sentiment: Equifax announced an offering of $1 billion in new senior notes. The financing could provide corporate flexibility, but it also adds debt and future interest obligations, an important consideration given the company’s existing leverage. Equifax Issues $1 Billion in New Senior Notes
• Negative Sentiment: Recent analysis presents a mixed valuation picture: EFX’s substantial one-year decline has improved its valuation, but weak price momentum, reduced earnings estimates and limited upside to consensus price targets may constrain near-term appreciation. Is Equifax Stock Attractive After Its Steep One-Year Price Decline?
• Negative Sentiment: CEO Mark Begor sold approximately $6.5 million of EFX shares, reducing his ownership by 12.2%. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but broader recent insider activity has been weighted toward selling. Equifax CEO Sells Stock

Wall Street Analysts Forecast Growth

Several brokerages recently commented on EFX. Barclays cut their price target on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 22nd. Morgan Stanley decreased their price target on shares of Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. BNP Paribas Exane lowered their price objective on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday, June 18th. Rothschild & Co Redburn lowered their price target on shares of Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. Finally, Wells Fargo & Company dropped their price objective on Equifax from $220.00 to $212.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $215.79.

About Equifax

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.