Equifax, Inc. $EFX Shares Bought by Blue Zone Wealth Advisors LLC

Blue Zone Wealth Advisors LLC grew its stake in shares of Equifax, Inc. (NYSE:EFX) by 10.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,744 shares of the credit services provider’s stock after purchasing an additional 3,009 shares during the period. Equifax makes up about 1.4% of Blue Zone Wealth Advisors LLC’s holdings, making the stock its 28th largest position. Blue Zone Wealth Advisors LLC’s holdings in Equifax were worth $7,105,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. boosted its position in Equifax by 2.1% during the third 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. Spear Holdings RSC Ltd purchased a new position in shares of Equifax in the third quarter valued at $76,754,000. AQR Capital Management LLC increased its position in shares of Equifax by 956.5% in the third quarter. AQR Capital Management LLC now owns 328,592 shares of the credit services provider’s stock valued at $84,248,000 after buying an additional 297,489 shares in the last quarter. Barclays PLC increased its position in shares of Equifax by 121.6% in the third quarter. Barclays PLC now owns 540,896 shares of the credit services provider’s stock valued at $138,756,000 after buying an additional 296,816 shares in the last quarter. Finally, Bank of America Corp DE raised its stake in shares of Equifax by 43.7% during the 3rd quarter. Bank of America Corp DE now owns 775,866 shares of the credit services provider’s stock worth $199,033,000 after buying an additional 236,022 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Equifax

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Jamil Farshchi sold 6,213 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total value of $1,216,567.53. Following the sale, the executive vice president owned 41,036 shares of the company’s stock, valued at $8,035,259.16. The trade was a 13.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 49,671 shares of company stock worth $9,960,181 in the last three months. 1.40% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have issued reports on EFX shares. Argus raised shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Bank of America started coverage on shares of Equifax in a research note on Tuesday, February 17th. They set a “buy” rating and a $250.00 price objective for the company. Barclays reduced their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Finally, Robert W. Baird set a $250.00 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 stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $238.57.

Equifax Stock Performance

NYSE:EFX opened at $182.29 on Monday. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The company has a market cap of $21.99 billion, a P/E ratio of 34.27, a P/E/G ratio of 1.35 and a beta of 1.56. Equifax, Inc. has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The firm’s 50 day moving average is $192.07 and its two-hundred day moving average is $211.56.

Equifax (NYSE:EFX) last announced 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. The company had revenue of $1.55 billion during 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 business’s quarterly revenue was up 9.3% compared to the same quarter last year. During the same period in the previous year, the company 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. Analysts expect that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $0.56 per share. This is a boost from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 annualized dividend and a yield of 1.2%. The ex-dividend date was Monday, March 9th. Equifax’s payout ratio is currently 42.11%.

Equifax Company 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.