5,393 Shares in Equifax, Inc. $EFX Bought by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT purchased a new stake in Equifax, Inc. (NYSE:EFX) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,393 shares of the credit services provider’s stock, valued at approximately $1,383,000.

A number of other institutional investors also recently modified their holdings of the company. Country Trust Bank bought a new stake in Equifax in the 2nd quarter valued at approximately $26,000. Caldwell Trust Co bought a new position in shares of Equifax during the 2nd quarter worth approximately $33,000. Spire Wealth Management raised its holdings in shares of Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after purchasing an additional 58 shares during the last quarter. State of Wyoming bought a new stake in shares of Equifax in the second quarter worth $34,000. Finally, NewSquare Capital LLC boosted its holdings in Equifax by 98.5% during the second quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock worth $35,000 after purchasing an additional 67 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have commented on EFX. BMO Capital Markets set a $195.00 price target on shares of Equifax in a research report on Thursday, February 5th. JPMorgan Chase & Co. lowered their target price on Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Oppenheimer decreased their price target on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. Finally, Royal Bank Of Canada set a $220.00 price target on Equifax in a research report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Equifax currently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

Insider Buying and Selling

In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the transaction, the executive vice president owned 39,869 shares of the company’s stock, valued at approximately $7,968,617.03. The trade was a 2.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction of $880,740.00. Following the transaction, the executive vice president owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. This represents a 7.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 49,671 shares of company stock worth $9,960,181 in the last ninety days. 1.40% of the stock is owned by insiders.

Equifax Stock Performance

NYSE:EFX opened at $207.70 on Friday. The stock has a market cap of $24.98 billion, a P/E ratio of 39.04, a PEG ratio of 1.47 and a beta of 1.55. The stock has a 50 day simple moving average of $207.61 and a 200 day simple moving average of $223.04. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax, Inc. has a 1-year low of $166.02 and a 1-year high of $281.03.

Equifax (NYSE:EFX) last announced its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The firm had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The business’s revenue was up 9.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.12 EPS. 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 earnings per share for the current year.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.56 per share. This is an increase from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.1%. Equifax’s payout ratio is presently 37.59%.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Board approves 12% quarterly dividend increase to $0.56/share (ex-dividend Mar 9, payable Mar 17) — raises shareholder yield and signals confidence in cash flow. Dividend Increase
• Positive Sentiment: Q4 results and guidance supportive: Q4 EPS beat (reported $2.09 vs. $2.05 est.), revenue $1.55B vs. $1.53B est., and FY2026 guidance set at $8.30–$8.70 — reinforces growth narrative and helped lift sentiment. Earnings Roundup
• Positive Sentiment: Leadership hire: David Smith named President of U.S. Information Solutions, effective March 2 — management change framed as execution-focused, intended to accelerate post‑cloud growth and EFX.AI product adoption. Appointment
• Neutral Sentiment: Macro: US consumer debt rose to $18.2T in late-2025 — could increase demand for credit risk and analytics products (positive for volumes) but also signal higher credit stress ahead; impact on Equifax revenue is ambiguous near term. Consumer Debt Report
• Negative Sentiment: Short interest jumped ~47.7% in February to ~5.35M shares (≈4.5% of float) — higher bearish positioning can add downward pressure and increase volatility if sentiment sours. Source: market data summary
• Negative Sentiment: Insider selling: EVP John Gamble Jr. sold 4,500 shares for ~$880.7k at ~$195.72 — while insider sales aren’t uncommon, visible insider disposition can be interpreted by some investors as a modest negative signal. Insider Sale

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.