Equifax, Inc. $EFX Shares Bought by American Century Companies Inc.

American Century Companies Inc. increased its stake in Equifax, Inc. (NYSE:EFX) by 103.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 282,169 shares of the credit services provider’s stock after purchasing an additional 143,721 shares during the quarter. American Century Companies Inc. owned about 0.23% of Equifax worth $72,385,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Huntington National Bank raised its position in shares of Equifax by 7.3% during the 3rd quarter. Huntington National Bank now owns 2,838 shares of the credit services provider’s stock worth $728,000 after buying an additional 192 shares in the last quarter. Integrated Advisors Network LLC boosted its holdings in shares of Equifax by 6.5% in the third quarter. Integrated Advisors Network LLC now owns 1,237 shares of the credit services provider’s stock valued at $317,000 after acquiring an additional 76 shares in the last quarter. DNB Asset Management AS increased its stake in shares of Equifax by 3.9% during the third quarter. DNB Asset Management AS now owns 27,381 shares of the credit services provider’s stock valued at $7,024,000 after acquiring an additional 1,029 shares during the period. Advisor OS LLC raised its holdings in Equifax by 128.1% during the third quarter. Advisor OS LLC now owns 3,214 shares of the credit services provider’s stock worth $824,000 after purchasing an additional 1,805 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Equifax by 19.6% during the third 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 purchasing an additional 226,189 shares in the last quarter. Institutional investors own 96.20% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Jamil Farshchi sold 1,167 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president directly owned 39,869 shares of the company’s stock, valued at $7,968,617.03. This represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the firm’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 sale, 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. In the last ninety days, insiders sold 49,671 shares of company stock worth $9,960,181. 1.40% of the stock is currently owned by company insiders.

Equifax Trading Up 0.1%

Equifax stock opened at $206.60 on Thursday. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. The firm has a market capitalization of $24.85 billion, a price-to-earnings ratio of 38.83, a P/E/G ratio of 1.53 and a beta of 1.55. The company has a 50 day moving average price of $206.60 and a 200 day moving average price of $221.81.

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, beating the consensus estimate of $2.05 by $0.04. The company had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company’s revenue was up 9.3% on a year-over-year basis. During the same period in the previous year, the business earned $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 forecast that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on EFX. UBS Group set a $230.00 price target on Equifax in a research note on Thursday, February 5th. The Goldman Sachs Group cut their price objective on Equifax from $235.00 to $208.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Royal Bank Of Canada set a $220.00 target price on Equifax in a research note on Thursday, February 5th. Robert W. Baird set a $250.00 target price on Equifax in a report on Thursday, February 5th. Finally, Needham & Company LLC cut their price target on shares of Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Eleven equities 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 $240.33.

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.