Equifax, Inc. $EFX Shares Sold by Capital Group Private Client Services Inc.

Capital Group Private Client Services Inc. decreased its holdings in Equifax, Inc. (NYSE:EFX) by 77.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,958 shares of the credit services provider’s stock after selling 41,963 shares during the period. Capital Group Private Client Services Inc.’s holdings in Equifax were worth $3,068,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its stake in Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after purchasing an additional 316,048 shares in the last quarter. State Street Corp boosted its stake in shares of Equifax by 1.4% in the 2nd quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock valued at $1,288,783,000 after buying an additional 66,914 shares during the period. Geode Capital Management LLC boosted its stake in shares of Equifax by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after buying an additional 75,627 shares during the period. Generation Investment Management LLP grew its position in shares of Equifax by 6.3% during the third quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after buying an additional 163,375 shares in the last quarter. Finally, Lazard Asset Management LLC increased its stake in shares of Equifax by 8.9% during the second quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock worth $447,928,000 after buying an additional 140,427 shares during the period. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the stock. The Goldman Sachs Group reduced their target price on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. JPMorgan Chase & Co. reduced their price objective on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. Finally, Bank of America initiated coverage on shares of Equifax in a research note on Tuesday, February 17th. They set a “buy” rating and a $250.00 target price for the company. Eleven equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $240.33.

Equifax Stock Performance

Shares of Equifax stock opened at $196.09 on Wednesday. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The firm’s 50 day moving average is $205.22 and its two-hundred day moving average is $220.34. The firm has a market capitalization of $23.58 billion, a P/E ratio of 36.86, a P/E/G ratio of 1.51 and a beta of 1.55.

Equifax (NYSE:EFX) last released its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The company had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm’s revenue for the quarter was up 9.3% on a year-over-year basis. During the same quarter last year, the company earned $2.12 earnings per share. 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 fiscal year.

Equifax Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $0.56 per share. The ex-dividend date 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 42.11%.

Insider Activity at Equifax

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

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.