Equifax, Inc. $EFX Shares Bought by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Equifax, Inc. (NYSE:EFX) by 9.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,192,831 shares of the credit services provider’s stock after purchasing an additional 99,670 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 1.02% of Equifax worth $189,326,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. BlackRock Inc. purchased a new stake in shares of Equifax during the second quarter worth $1,491,357,000. Soroban Capital Partners LP boosted its holdings in Equifax by 310.5% in the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock valued at $753,515,000 after purchasing an additional 3,165,120 shares during the period. Generation Investment Management LLP acquired a new position in Equifax during the 2nd quarter worth $290,868,000. Norges Bank purchased a new stake in Equifax during the 4th quarter worth about $275,635,000. Finally, Bank of America Corp DE purchased a new position in shares of Equifax in the 2nd quarter valued at about $187,215,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the company’s 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 completion of the transaction, the chief executive officer owned 271,890 shares in the company, valued at $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Equifax Stock Performance

Shares of Equifax stock opened at $189.29 on Tuesday. The firm has a market capitalization of $22.24 billion, a P/E ratio of 33.27, a P/E/G ratio of 1.56 and a beta of 1.30. Equifax, Inc. has a 52 week low of $150.74 and a 52 week 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’s 50 day moving average is $176.21 and its two-hundred day moving average is $178.02.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same quarter in the previous year, the firm earned $2.00 EPS. The company’s 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. Research analysts forecast that Equifax, Inc. will post 8.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a $0.56 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. Equifax’s payout ratio is 39.37%.

Analyst Ratings Changes

A number of brokerages recently issued reports on EFX. Robert W. Baird decreased their price target on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Mizuho dropped their price objective on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. Barclays decreased their price objective on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Wells Fargo & Company lowered their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Finally, Bank of America dropped their target price on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Tuesday, May 19th. Fourteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Equifax presently has an average rating of “Moderate Buy” and an average price target 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.