Avanza Fonder AB Boosts Holdings in Equifax, Inc. $EFX

Avanza Fonder AB lifted its position in shares of Equifax, Inc. (NYSE:EFX) by 35.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,998 shares of the credit services provider’s stock after buying an additional 3,426 shares during the period. Avanza Fonder AB’s holdings in Equifax were worth $2,820,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in EFX. Cary Street Partners Investment Advisory LLC lifted its holdings in Equifax by 12.5% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock valued at $117,000 after acquiring an additional 51 shares during the last quarter. HighPoint Advisor Group LLC increased its stake in Equifax by 2.8% during the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock worth $506,000 after acquiring an additional 53 shares during the last quarter. Heritage Family Offices LLP raised its position in Equifax by 2.8% in the third quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock valued at $545,000 after purchasing an additional 57 shares during the period. Spire Wealth Management raised its position in 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 period. Finally, True Wealth Design LLC lifted its stake in shares of Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 58 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on EFX. Weiss Ratings reiterated a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. Oppenheimer decreased their target price on shares of Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research report on Monday, January 12th. Morgan Stanley lowered their target price on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Robert W. Baird set a $250.00 price target on shares of Equifax in a research report on Thursday, February 5th. Finally, Wells Fargo & Company reduced their price target on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $238.57.

Equifax Price Performance

EFX stock opened at $169.51 on Wednesday. The business’s fifty day moving average price is $198.10 and its 200 day moving average price is $215.98. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. The company has a market capitalization of $20.45 billion, a PE ratio of 31.86, a P/E/G ratio of 1.33 and a beta of 1.55.

Equifax (NYSE:EFX) last announced its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 19.27% and a net margin of 10.87%.Equifax’s revenue for the quarter was up 9.3% on a year-over-year basis. During the same period last 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. On average, sell-side analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $0.56 dividend. The ex-dividend date of this dividend was Monday, March 9th. This is a positive change from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. Equifax’s payout ratio is 42.11%.

Insider Activity at Equifax

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the sale, the executive vice president directly owned 58,921 shares in the company, valued at $11,532,018.12. This represents a 7.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Jamil Farshchi sold 6,213 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the completion of the transaction, the executive vice president directly owned 41,036 shares of the company’s stock, valued at $8,035,259.16. This represents a 13.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 49,671 shares of company stock worth $9,960,181. Corporate insiders own 1.40% of the company’s stock.

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.