Vestmark Advisory Solutions Inc. Has $5.08 Million Stock Position in Equifax, Inc. $EFX

Vestmark Advisory Solutions Inc. lessened its holdings in shares of Equifax, Inc. (NYSE:EFX) by 16.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,809 shares of the credit services provider’s stock after selling 3,805 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in Equifax were worth $5,082,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Allianz Asset Management GmbH lifted its stake in Equifax by 6.0% in 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 buying an additional 22,302 shares during the period. SteelPeak Wealth LLC boosted its position in shares of Equifax by 164.6% during the 3rd quarter. SteelPeak Wealth LLC now owns 8,034 shares of the credit services provider’s stock worth $2,061,000 after purchasing an additional 4,998 shares in the last quarter. ZWJ Investment Counsel Inc. grew its stake 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 buying an additional 27,740 shares during the period. Stevens Capital Management LP acquired a new position in Equifax during the 2nd quarter worth approximately $932,000. Finally, Maverick Capital Ltd. acquired a new stake in Equifax in the 2nd quarter valued at $5,117,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the transaction, the chief executive officer owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the firm’s stock in a transaction dated 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 $7,968,617.03. The trade was a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 45,171 shares of company stock valued at $9,079,441. 1.40% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on EFX shares. JPMorgan Chase & Co. reduced their target price on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Bank of America started 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. BMO Capital Markets set a $195.00 price target on Equifax in a report on Thursday, February 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Finally, UBS Group set a $230.00 price objective on Equifax in a research note on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average target price of $240.33.

Equifax Stock Performance

Shares of NYSE EFX opened at $197.34 on Monday. The firm’s 50-day moving average price is $209.29 and its 200-day moving average price is $224.02. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03. The company has a market cap of $23.73 billion, a PE ratio of 37.09, a PEG ratio of 1.46 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 (NYSE:EFX) last issued its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. During the same quarter last year, the company posted $2.12 earnings per share. The firm’s quarterly revenue 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. As a group, analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax News Summary

Here are the key news stories impacting Equifax this week:

• Neutral Sentiment: Bank of America has initiated coverage on Equifax — this brings institutional attention and trading liquidity, which can support the stock but may have mixed short‑term impact depending on BofA’s stance. Bank of America Begins Coverage on Equifax
• Negative Sentiment: Zacks Research cut multiple near‑term and medium‑term EPS estimates for EFX (Q1–Q4 2026, Q2–Q4 2027 and FY2026–FY2027); notable moves include Q1 2026 from $1.84 to $1.72 and FY2026 from $8.69 to $8.33 — small but broad downward revisions that may pressure sentiment given Equifax’s rich valuation. These rounds of cuts are the main driver of analyst‑related negative news flow today. Equifax Stock: Analyst Estimates & Ratings

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.