Findlay Park Partners LLP Cuts Holdings in Equifax, Inc. $EFX

Findlay Park Partners LLP reduced its position in shares of Equifax, Inc. (NYSE:EFX) by 1.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 529,600 shares of the credit services provider’s stock after selling 9,500 shares during the quarter. Findlay Park Partners LLP owned 0.43% of Equifax worth $135,858,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of EFX. Norges Bank purchased a new position in Equifax during the second quarter worth approximately $334,521,000. Vanguard Group Inc. grew its position in shares of Equifax by 2.1% in the third quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after purchasing an additional 316,048 shares in the last quarter. Spear Holdings RSC Ltd acquired a new stake in shares of Equifax in the 3rd quarter worth $76,754,000. Greenhouse Funds LLLP purchased a new position in Equifax during the second quarter worth about $59,935,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Equifax by 19.6% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,380,012 shares of the credit services provider’s stock worth $354,014,000 after buying an additional 226,189 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the sale, the chief executive officer directly owned 230,506 shares in the company, 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jamil Farshchi sold 6,213 shares of Equifax stock in a transaction that occurred on 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 completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 49,671 shares of company stock valued at $9,960,181. 1.40% of the stock is currently owned by corporate insiders.

Equifax Stock Performance

Shares of EFX stock opened at $208.78 on Friday. The firm has a 50 day moving average of $207.40 and a two-hundred day moving average of $222.83. The stock has a market capitalization of $25.11 billion, a PE ratio of 39.24, a P/E/G ratio of 1.54 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 announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The company’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period last 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. On average, research analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Monday, March 9th. This is a boost from Equifax’s previous quarterly dividend of $0.50. Equifax’s dividend payout ratio (DPR) is 37.59%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on EFX. Stifel Nicolaus cut their price objective on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Needham & Company LLC decreased their price objective 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. UBS Group set a $230.00 target price on shares of Equifax in a report on Thursday, February 5th. Robert W. Baird set a $250.00 price target on Equifax in a research note on Thursday, February 5th. Finally, Wells Fargo & Company dropped their price objective on Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $240.33.

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.