Citigroup Inc. Purchases 3,604 Shares of Equifax, Inc. $EFX

Citigroup Inc. boosted its position in shares of Equifax, Inc. (NYSE:EFX) by 4.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 90,224 shares of the credit services provider’s stock after purchasing an additional 3,604 shares during the period. Citigroup Inc. owned about 0.07% of Equifax worth $23,145,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Country Trust Bank bought a new position in shares of Equifax during the second quarter valued at approximately $26,000. Caldwell Trust Co purchased a new position in Equifax during the 2nd quarter valued at $33,000. Spire Wealth Management grew its position in Equifax by 82.9% in the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 58 shares during the last quarter. State of Wyoming purchased a new stake in Equifax in the second quarter worth $34,000. Finally, NewSquare Capital LLC lifted its position in shares of 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. Institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $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 accessible through this hyperlink. Also, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the transaction, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. This trade represents a 14.09% 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 ninety days. 1.40% of the stock is owned by insiders.

Key Equifax News

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

Equifax Stock Performance

Shares of Equifax stock opened at $207.70 on Friday. The company has a market capitalization of $24.98 billion, a PE ratio of 39.04, a P/E/G ratio of 1.47 and a beta of 1.55. The company has a 50-day simple moving average of $207.61 and a two-hundred day simple moving average of $223.04. Equifax, Inc. has a one year low of $166.02 and a one year 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.

Equifax (NYSE:EFX) last released its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. The business 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 company’s revenue was up 9.3% compared to the same quarter last year. During the same period last 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 expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on EFX shares. Morgan Stanley cut their price target on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Wells Fargo & Company reduced their target price on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Robert W. Baird set a $250.00 price target on Equifax in a report on Thursday, February 5th. Bank of America started coverage on Equifax in a research note on Tuesday, February 17th. They issued a “buy” rating and a $250.00 price objective on the stock. Finally, Barclays reduced their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a report on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $240.33.

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.