Equifax, Inc. $EFX Shares Sold by Jensen Investment Management Inc.

Jensen Investment Management Inc. decreased its holdings in Equifax, Inc. (NYSE:EFX) by 0.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,022,492 shares of the credit services provider’s stock after selling 4,115 shares during the period. Equifax makes up approximately 3.3% of Jensen Investment Management Inc.’s investment portfolio, making the stock its 14th largest position. Jensen Investment Management Inc. owned about 0.84% of Equifax worth $262,300,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank purchased a new position in Equifax during the second quarter worth approximately $334,521,000. Spear Holdings RSC Ltd acquired a new stake in shares of Equifax in the 3rd quarter worth $76,754,000. Vanguard Group Inc. increased its stake in shares of Equifax by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 14,966,903 shares of the credit services provider’s stock worth $3,881,966,000 after acquiring an additional 258,572 shares during the last quarter. Greenhouse Funds LLLP purchased a new position in shares of Equifax during the 2nd quarter worth $59,935,000. Finally, Lazard Asset Management LLC boosted its position in shares of Equifax by 8.9% during the 2nd quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock valued at $447,928,000 after acquiring an additional 140,427 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Stock Up 1.6%

NYSE:EFX opened at $202.70 on Wednesday. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The stock’s fifty day moving average is $212.47 and its two-hundred day moving average is $226.73. The stock has a market capitalization of $24.81 billion, a price-to-earnings ratio of 38.10, a price-to-earnings-growth ratio of 1.76 and a beta of 1.55. The company has a quick ratio of 0.74, a current ratio of 0.60 and a debt-to-equity ratio of 0.88.

Equifax (NYSE:EFX) last posted 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. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. During the same quarter in the previous year, the business earned $2.12 EPS. The company’s quarterly revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Research analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on EFX shares. UBS Group set a $230.00 price objective on shares of Equifax in a research report on Thursday, February 5th. Wells Fargo & Company cut their price target on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Oppenheimer reduced their price target on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research report on Monday, January 12th. Needham & Company LLC decreased their price objective on Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Finally, Barclays lowered their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company presently 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.