59,904 Shares in Equifax, Inc. $EFX Bought by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company bought a new stake in Equifax, Inc. (NYSE:EFX) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 59,904 shares of the credit services provider’s stock, valued at approximately $9,508,000.

Other institutional investors have also added to or reduced their stakes in the company. Sone Capital Management LLC bought a new position in Equifax in the second quarter worth $2,372,000. Aberdeen Wealth Management LLC bought a new position in shares of Equifax during the 2nd quarter worth about $460,000. Theleme Partners LLP acquired a new stake in shares of Equifax during the 2nd quarter valued at about $91,139,000. Meritage Group LP bought a new stake in Equifax in the second quarter valued at about $24,648,000. Finally, Cibc World Market Inc. acquired a new position in Equifax in the second quarter worth about $20,151,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, July 24th. The shares were sold at an average price of $172.16, for a total value of $6,506,098.56. Following the sale, the chief executive officer directly owned 271,890 shares in the company, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by company insiders.

Equifax Stock Up 2.1%

NYSE:EFX opened at $194.35 on Friday. Equifax, Inc. has a 12-month low of $150.74 and a 12-month high of $271.84. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. The firm has a market capitalization of $22.83 billion, a P/E ratio of 34.16, a P/E/G ratio of 1.56 and a beta of 1.30. The stock’s fifty day simple moving average is $175.50 and its 200-day simple moving average is $178.27.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The company had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. During the same period last year, the firm posted $2.00 earnings per share. The business’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. Equities research analysts expect that Equifax, Inc. will post 8.58 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 31st. Equifax’s dividend payout ratio (DPR) is currently 39.37%.

Wall Street Analysts Forecast Growth

EFX has been the topic of several recent analyst reports. Morgan Stanley decreased their price target on Equifax from $243.00 to $225.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Wells Fargo & Company dropped their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research report on Wednesday, July 22nd. BMO Capital Markets cut their price target on shares of Equifax from $195.00 to $179.00 and set a “market perform” rating for the company in a report on Monday, July 13th. Bank of America decreased their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Finally, Barclays cut their target price on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $216.89.

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.